AI's $1.3 Trillion Opportunity; Earnings Recovery?

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research: 

BNP to UniCredit, €130 Billion Revenue Upgrades Risk 2H Unwind -- Philip Richards explains how the risk for revenues could reverse as policy rates peak. 

Unsynchronized Earnings Recession Already Shows Recovery Signs -- Gina Martin Adams lays out what could pull large caps out of their recession. 

Large-Ag Cycle Peak Approaches for Deere, CNH and AGCO in 2024 -- Christopher Ciolino explains the risks as this cycle nears a top. 

Generative AI Races Toward $1.3 Trillion in Revenue by 2032 -- Mandeep Singh says revenue may grow at a compound annual rate of roughly 42%. 

US Chips Act to Advance Onshoring But the Course Ahead Is Long -- Kunjan Sobhani says will take years untangle from a heavy reliance on Asia. 

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 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. 

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