Bloomberg Businessweek

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Bloomberg Intelligence Senior Analyst Lee Klaskow reports on UPS adapting to lower-than-expected annual revenue by shipping fewer, higher-margin packages and cutting back on less profitable deliveries, including a 50% reduction in volumes with Amazon by 2026. Bloomberg News Equities Reporter Ryan Vlastelica discusses IBM shares jumping to a record on Wednesday after the company projected strong revenue growth in the new fiscal year and a jump in AI-related bookings. Golden Krust CEO Jacqueline Hawthorne-Robinson talks about taking over as CEO of the Jamaican fast-casual restaurant chain. Mihir Desai, Professor of Finance at Harvard Business School, explains why big tech is eating itself alive by throwing more and more cash at investments in each other. And we Drive to the Close with Sam Stovall, Chief Investment Strategist at CFRA Research.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

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Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey and Nate Thooft, CIO at Manulife Investment Management, discuss Federal Reserve officials holding interest rates steady, pausing to assess the inflation outlook following a string of rate reductions last year.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

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Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Tesla, Meta and Microsoft. They speak with:

• Bloomberg Intelligence Senior Technology Analyst Mandeep Singh
• Bloomberg Technology Co-Host Caroline Hyde
• James Cakmak, Technology Analyst at Clockwise Capital
• Bloomberg Intelligence Senior Technology Analyst Anurag Rana

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Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.

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Xerox CEO Steve Bandrowczak discusses the company's growth and acquisition strategy. Michelle Giuda, CEO of the Krach Institute for Tech Diplomacy at Purdue, shares her thoughts on national security concerns over the Deepseek AI model. Katie Hubbard, EVP of Capital Markets for Walton Global, breaks down housing data and outlook for the sector under the Trump administration.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

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Royal Caribbean President and CEO Jason Liberty discusses the cruise operator's earnings and its busiest booking period called “WAVE season.” Steven Skancke, Chief Economic Advisor at Keel Point, provides a preview of Wednesday's Fed rate decision. Bloomberg News AI Reporter Rachel Metz explains how DeepSeek upended Silicon Valley assumptions about AI costs. And we Drive to the Close with Larry Pitkowsky, Managing Partner at Goodhaven Capital Management.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

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Evan Feagans, Portfolio manager of the TCW Artificial Intelligence ETF (AIFD), shares his thoughts on DeepSeek's disruption of existing AI companies. Dr. Carolyn Kousky, Associate Vice President for Economics and Policy at Environmental Defense Fund, discusses the impact of extreme weather on the insurance industry.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

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Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence Senior Technology Analyst Mandeep Singh discusses Deepseek, a Chinese AI startup, that has demonstrated breakthrough AI models offering comparable performance to the world's best chatbots at a fraction of the cost. Bloomberg News US Semiconductor & Networking Reporter Ian King looks at the Deepseek impact on Nvidia. Bloomberg Businessweek Columnist Max Chafkin shares the details of his Businessweek story Musk Can’t Help Bringing His Rivalries to DC. Ian Wyatt, Senior VP and Director of Economics at Huntington Commercial Bank, provides a preview of this week’s Fed meeting and rate decision. Suzanne Dann, CEO, Americas at Wipro, talks about industries leading in AI adoption. And we Drive to the Close with Aaron Kennon, CEO at Clear Harbor Asset Management.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

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Kristin Olszewski, Founder and CEO of Nomadica Wines, discusses making quality wine accessible while minimizing environmental impact. Baby2Baby Co-CEOs Kelly Sawyer Patricof and Norah Weinstein talk about their non-profit's efforts to help families impacted by the California wildfires.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

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In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, raising questions over America’s technological dominance.   
Buzz grew over the weekend about DeepSeek’s latest AI model being cost-effective while running on less-advanced chips, casting doubt on the validity of the rich valuations for companies like Nvidia.   
You can hear more episodes of Bloomberg Daybreak: US Edition by subscribing to the podcast:   
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