Amazon's cloud unit posted the strongest sales growth in a year, a sign that the retailer’s most profitable unit is recovering from a slump as businesses resume spending on technology projects. The shares rose in extended trading.
Bloomberg TV and Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence Senior Analyst for E-Commerce Poonam Goyal and Bloomberg Intelligence Senior Technology Analyst Anurag Rana for instant reaction and analysis.   See omnystudio.com/listener for privacy information.

Instant Reaction: Amazon Reports Strong Cloud Unit Sales on Rising AI Demand

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On this week’s podcast: Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Under Armour earnings. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, breaks down Home Depot earnings. Steve Mills, Boston Consulting Group Chief AI Ethics Officer, talks about the risks for businesses when using AI. Eric Martin, Bloomberg International Economic Reporter, discusses President Biden’s China tariffs. Corey Cantor, BNEF Lead US Electric Vehicle Analyst, discusses how Tesla's distractions have created space for competitors in the US.

The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.

Walmart and Home Depot Earnings, China Tariffs

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Bailey Lipschultz, Bloomberg News Equities Reporter, talks GameStop and recent meme stock mania. Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, talks about Reddit forging a pact with OpenAI. Ryan Fox, Bloomberg Intelligence Analyst Covering Paper Packaging, discusses his recent report, on his mid year outlook for box shipments. Shaheen Contractor, Bloomberg Intelligence Senior ESG Strategist, talks about her outlook for ESG ETFs.

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Gamestop Extends Rout, Reddit & OpenAI Pact

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Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Rich Hill, Head of Real Estate Strategy & Research at Cohen & Steers, discusses the latest on commercial real estate. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. Rich Lesser, Global Chair at the Boston Consulting Group, discusses three topics that are at the top of the agenda for CEOs in 2024: scaling AI to deliver value; cost management and productivity; and prioritizing climate action.
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Walmart Shares Surge, Deere Earnings

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Bailey Lipschultz, Bloomberg News Equities Reporter, talks about recent meme stock mania. Lydia Boussour, Senior Economist at Ernst & Young, discusses U.S CPI data. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. James Demmert, Chief Investment Officer at Main Street Research, gives his outlook for the markets. Sharon Marcil, North America Chair of the Boston Consulting Group, discusses why Generative AI is taking center stage for CEOs across nearly all sectors.

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AMC Seizes on Meme Stock Mania, US Core CPI Cools

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Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, helps to recap comments from Fed Chair Jay Powell. Eric Martin, Bloomberg International Economic Reporter, discusses President Biden’s China tariffs. Patrick Kennedy, Founding Partner at All Source Investment Management, discusses the current state of private credit, and private equity investments in sports teams. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, breaks down Home Depot earnings. Brian Collie, Global Leader: Automotive, at Boston Consulting Group, discusses electric vehicle adoption.

Hosts: Paul Sweeney and Alix Steel 

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Instant Reaction: Amazon Reports Strong Cloud Unit Sales on Rising AI Demand

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