On Bloomberg Businessweek Daily, Tim Stenovec and Emily Graffeo give the latest on earnings from JP Morgan, Citi, Wells Fargo and BlackRock. They also discussed Nvidia and AMD’s trade war reprieve after the Trump administration told Nvidia they would green-light export licenses for its H20 artificial intelligence accelerator, the company said in a blog post on Monday — a move that may add billions to Nvidia’s revenue this year. On today’s episode, Cathy Seifert, Vice President at CFRA Research, on BlackRock’s latest earnings along with Bloomberg’s Sonali Basak, Sri Natarajan, and Ian King.
Chapters:
00:00:00 – Bloomberg Businessweek Daily Starts
00:03:58 – Sri Natarajan and Sonali Basak Go in Depth on Earnings Announcements for Big Banks
00:13:07 – Jayati Bharadwaj on Trump Tariff Threats, Strength of the US Dollar
00:21:04 – Tyler Kendall Previews Trump Unveiling AI, Energy Investments at Pennsylvania Summit
00:26:08 – an King Discusses Nvidia, AMD Resuming AI Chip Sales to China Following US Reversal on Policy
00:34:42 – CFRA research Director Cathy Seifert Analyzes BlackRock Bumpy Quarter Fueling Worst Earnings Day in Years
00:43:37 – Norah Mulinda Breaks Down Stocks on the Move
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