Featuring some of our favorite conversations of the week from our daily radio show "Bloomberg Businessweek Daily."
Hosted by Carol Massar and Tim Stenovec

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Bloomberg Pursuits Auto Columnist Hannah Elliott joins to discuss the latest tariff drama and the automakers who are paying the price. Sarah Barnes-Humphrey, Supply Chain and Logistics Expert, and Founder of the 'Let's Talk Supply Chain' Podcast, joins to break down trade war impacts, supply chain challenges and how companies are managing to ship products. Bloomberg News Senior Editor Nina Trentmann breaks down the upcoming edition of the Bloomberg CFO Briefing and how CFOs are approaching deal-making. Drive to the Close with Alexis Browne Roberts, COO at Alexis Investment Partners.

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Carol Massar and Tim Stenovec speak with Kate Gulliver, Wayfair CFO, as the company reports earnings. They also break down trade and shipping concerns amid ongoing tariff uncertainty, and the health of the US consumer.

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Bloomberg Businessweek columnist and Elon Inc podcast co-host Max Chafkin, and Jennifer Dlouhy, Bloomberg News Senior Reporter, break down the latest Elon Musk news from his 130 days heading-up DOGE, to the confusion around a reported search for a new Tesla CEO. Madison Muller, Bloomberg Health Reporter, explains the latest earnings from Eli Lilly and why CVS is pulling their weight-loss drug in favor of a rival. We get Amazon earnings as they cross with Bloomberg Intelligence Senior U.S. E-Commerce and Retail Analyst Poonam Goyal, as well as Apple earnings with Bloomberg News Managing Editor for Global Consumer Tech Mark Gurman and Bloomberg Technology Co-Host Ed Ludlow. And we Drive to the Close with Max Wasserman, Co-Founder and Senior Portfolio Manager of Miramar Capital.

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Amazon.com gave a weaker-than-expected forecast for operating profit in the current quarter, pointing toward tariffs and trade policies that may cause consumers to pull back on spending. The world’s largest online retailer projected operating profit of $13 billion to $17.5 billion, compared with an average estimate of $17.8 billion. Sales will be $159 billion to $164 billion in the period ending in June, the company said Thursday in a statement. Analysts, on average, expected $161.4 billion.

Amazon shares have fallen about 13% this year as Wall Street weighs the impact of President Donald Trump’s tariffs on a retail operation that sources much of its goods from China. Investors are generally bullish on the company’s efforts to become a major force in artificial intelligence, but there are concerns that Amazon’s prodigious spending on data centers may not translate into meaningful sales growth any time soon.

Amazon Web Services, the largest seller of rented computing power, reported first-quarter sales gained 17% to $29.3 billion, in line with analysts’ estimates. It was the unit’s slowest growth in a year.
For instant reaction and analysis, hosts Carol Massar and Tim Stenovec speak with:

• Bloomberg Technology co-host Caroline Hyde
• Bloomberg Intelligence senior US e-commerce and retail analyst Poonam Goyal

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Carol Massar and Tim Stenovec speak with Gina McCarthy, Former White House Climate Advisor and EPA Administrator. They discuss President Trump's second term so far, the 'America is All In' coalition, and her take on climate progress in the absence of federal leadership.

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Microsoft Corp. reported better-than-expected sales and profit, suggesting customer demand hasn’t been rattled by tariffs and wider economic uncertainty. Total revenue in the fiscal third quarter increased 13% to $70.1 billion, while adjusted profit was $3.46 a share, the company said in a statement Wednesday. Analysts on average estimated sales of $68.5 billion and adjusted per-share earnings of $3.21.

Meta Platforms Inc. posted first-quarter sales that beat Wall Street estimates, a sign that the company’s advertising business is so far weathering the Trump administration’s ongoing trade war. Sales were $42.3 billion in the first quarter, the maker of Facebook and Instagram said Wednesday. That beat analysts’ estimates for $41.4 billion for the quarter ended March 31. The company also said current-quarter revenue will be in line with analysts’ expectations, and that it will boost spending as it continues to invest in artificial intelligence.

Qualcomm Inc., the biggest maker of chips that run smartphones, gave a tepid revenue prediction for the current quarter, underscoring concerns that tariffs will hurt demand for its products. Revenue in the period ending in June will be $9.9 billion to $10.7 billion, the company said Wednesday in a statement. The midpoint of that range was slightly below the average analyst estimate of $10.33 billion. The outlook renews concern that the market for smartphones is suffering from a looming trade war.

For instant reaction and analysis to these results, plus other tech earnings, hosts Tim Stenovec and Carol Massar speak with Bloomberg Intelligence senior technology analysts Mandeep Singh and Kunjan Sobhani. Bloomberg Technology Co-Host Ed Ludlow also joins alongside Clockwise Capital Technology Analyst James Cakmak.

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Beth Fouhy, Partner at FGS Global, and Hadriana Lowenkron, Bloomberg News National Politics Reporter, recap what we've seen from President Donald Trump's First 100 Days this week. Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, discusses the broader semiconductor space, comments from Nvidia's Jensen Huang, and Qualcomm. Jennifer Welch, Bloomberg Chief Geo-economics Analyst, explains new China-US rhetoric as Nationalist support for Xi grows. We break down the market moves of the week with Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence. And we Drive to the Close with Brooke May, Managing Partner at Evans May Wealth.

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