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BLOOMBERG Bloomberg Surveillance July 13, 2024

Guy johnson in london. Lets get the first word news. China is on a mission to create an Aircraft Carriersized investment bank. They are opening up 45 trillion financial industry would also wants to beef up its own players to go toe to tell giants. At the moment chinas brokers dont have much of an international presence. Adding together the 131 brokers have about as many assets as Goldman Sachs by itself. Germany expects the nord stream 2 two gas pipeline to be delayed but it should be completed in the second half of next year. Costs are rising after sanctions u. S. Sanctions on the project. Of japan and south korea are holding their first formal meeting in 15 months amid a longstanding historical dispute that hit trade in the region. It also had a trilateral meeting between the three. Theyve reached International ....

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CNBC Squawk July 4, 2024

Our road map does begin with, well, what else . Big tech, chips, and a. I. , Semiconductor Stocks are coming off what was the second worst week of the year, and of course, mr. Jensen huang is set to deliver what is a very hotly anticipated keynote speech that is later today. Were also keeping an eye on shares of apple and alphabet. Theyre both up ahead of the open, particularly alphabet. The tech giants reported by bloomberg to be in talks to license googles a. I. Engine, gemini. That would be for the iphone. And oracle shares are surging more than 10 in just the last week. Again, why . Well, a. I. Progress. Ceo chuck cisco shares. Cisco shares. S cisco. You know, i dont sometimes, jim, you read it if you put it there, he will read it. And youre right. And oracle had a great week, and shes on the board of disney. Lets go there. Yeah. Thanks, guys. I was, like, what . Hm. Yeah, we got
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CNBC Squawk July 4, 2024

Were always keeping an eye on tech. For example, apple share, can they stem what has been a sevenday slide . Chip stocks, though, continue to outperform. And the other big story, that weight loss boom and novo nordisk overtakes the market. Market reaction to the jobs number, not just the headline and the unemployment at 3. 9 but revisions taking about a third away the last couple of months. I think those of us who are used to the precision of Artificial Intelligence and generative a. I. Are just in shock that there could be a number thats this far off. This is the kind of thing that jensen huang could solve with his eyes closed. Why its so important, this takes away what was the hot number that made us a great threat and took away a spring rate cut. 3. 9. We know they remind me of the dow jones average. Very interesting headline, but its not really whats at the guts of this, but in a political year, what that says is, hey ....

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CNBC Squawk July 3, 2024

Delivery numbers that are of importance for us. We dont know how big. No. Kellogg nova set to begin trading today at the nyse. Well talk to the ceo later this hour. We talked about the pain we got through in q3. A bunch of new notes this morning of top pick lists out of the major strategists. So were guaranteed some data. Maybe the fed wont be flying blind into the next meeting. Well get the big jobs report on friday. Well get the jolts report before that to see if job openings have come down and the Inflation Report next week. Those will be the determinants. November is looking like a coin flip on whether the Federal Reserve raises rates. The back drop here of rising treasury yields. The market rates rising despite the fact that were still only expecting one more or no more rate hikes for the fed. The higher for longer mentality has really seeped in to the bond market and ....

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BLOOMBERG Bloomberg West October 13, 2015

I will have all the details. And Fantasy Sports sites track record weekend with pro football fans despite the controversy. First, to our lead and the biggest tech takeover ever. Dell agreeing to buy emc for 67 billion. Dell is adding almost 50 billion to it that load on top of the 11 billion its carrying for dell. Its amid the hottest product lineup in an ever more competitive environment. For emc, the buyout will hopefully satisfy activist investors looking for growth. Dell will assume an 80 stake in vmware, which will remain a publicly traded company. Joining me now is a partner at greylock capital who worked there for a decade and alex sherman, our m a reporter at bloomberg. Lets start with you. Lay it all out for us. Alex the idea is dell is one of several large, Legacy Tech Companies whose in many ways best days are behind them and they are trying to figure out wh ....

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