Microsoft's Lift From AI; Energy Drinks Jazzed Up

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

Italy Tax Clarification May Recoup Some Losses, But Risks Linger -- Lento Tang discusses the impact of the new ceiling on windfall taxes. 

Falling Mortgage Prepayments Hint That Homeowners Are Stuck -- Erica Adelberg explains the impact on the mortgage market as fewer homeowners relocate. 

Energy Drinks Help Extend US Beverages’ 2Q Blowout -- Kenneth Shea says more gains may be in store as the energy-drink market gets charged up.

Arista’s AI Cloud Engine Just Getting Revved Up, Raising Outlook -- Woo Jin Ho lays out the potential impact of AI’s growth on sales and earnings. 

Microsoft Could See $5 Billion Sales Bump From AI-Based Copilots -- Anurag Rana projects the potential as the company adds AI across its products. 

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. 

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. Run BI . See omnystudio.com/listener for privacy information.