Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda

- Ed Ludlow, Bloomberg Technology Co-Host, discusses Beijing urging local companies to avoid using Nvidia Corp.'s H20 processors, particularly for government-related purposes. Chinese authorities have sent notices to firms discouraging use of the H20 processors for government or national security-related work, but the notices did not constitute an outright ban.

- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses the cannabis industry. According to BI: Cannabis producers like Curaleaf and Tilray might to turn to asset sales, spinoffs or M&A, amid weak valuations and our analysis finding scant economic value added.

- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Elon Musk accusing Apple Inc. of favoring OpenAI, saying Apple makes it impossible for anyone other than OpenAI to reach the top of the App Store charts.

-Erik Schatzker, Editorial Director, Bloomberg New Economy, discusses the Bloomberg Big Take story: “Scott Bessent on Tariffs, Deficits, and Trump’s Economic Plan.”

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo

Ed Ludlow, Bloomberg Technology Co-Host, discusses Nvidia and Advanced Micro Devices agreeing to pay 15% of their revenues from Chinese AI chip sales to the US government to secure export licenses.

Brendan Murray, Bloomberg Global Trade Editor, discusses tariffs. Small US companies are struggling to comply with President Donald Trump's new tariffs and cope with growing financial strains from higher import costs, according to Erin Williamson, vice president of US customs brokerage at Geodis.

Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount acquiring the exclusive rights to show all events from the Ultimate Fighting Championship in the US over the next seven years, in a $7.7 billion deal.

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Hosts: Paul Sweeney and Lisa Mateo

On this podcast:

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney earnings.
- Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Molson Coors Earnings
- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Palantir earnings.
- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings.
- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonalds earnings.
-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla approving a $30 billion stock award for CEO Elon Musk.

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.