BI Weekend: UPS, McDonalds, Microsoft Earnings

BI周末:联合包裹服务公司(UPS)、麦当劳、微软财报

Bloomberg Intelligence

新闻

2025-05-03

37 分钟
PDF

单集简介 ...

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix SteelOn this podcast: -Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Super Micro Computer preliminary results.- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings.- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence and Elliot Stein, Bloomberg Intelligence Litigation Analyst, discuss BI’s new Tariff research. - Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses cruise-line earnings.- Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Microsoft earnings.- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonalds earnings.- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings.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. See omnystudio.com/listener for privacy information.
更多

单集文稿 ...

  • Today's word on innovation, connection.

  • That's why Deloitte focuses on bringing the right people and technologies from Deloitte and beyond to the innovation table.

  • See how at Deloitte.com slash US slash innovate.

  • Join Bloomberg in San Francisco or via live stream on June 3rd for the Future Investor,

  • Finding the Opportunities.

  • This 2025 event series will examine how companies are investing in their businesses to create efficiencies,

  • innovating their products and services, and improving the customer experience.

  • This series is proudly sponsored by Invesco QQQ.

  • Register at BloombergLive.com slash Future Investor SF.

  • That's BloombergLive.com slash Future Investor SF.

  • Bloomberg audio studios, podcasts, radio news.

  • This is Bloomberg Intelligence with Alex Steele and Paul Sweeney.

  • The real outperformance has been in U.S. corporate high yield.

  • Are the companies lean enough?

  • Have they trimmed all the fat?

  • The semiconductor business is a really cyclical business.

  • Breaking market headlines and corporate news from across the globe.

  • Do investors like the M&A that we've seen?

  • These are two big time blue chip companies.

  • The window between the peak and cut changing super fast.