Bloomberg
Continental CEO Sees Chip Shortage as a Full-Year Lag
Mar.09 -- Continental CEO Nikolai Setzer discusses the company’s fiscal 2021 outlook and the impact of a semiconductor shortage that is expected to last through the year. He speaks on “Bloomberg Surveillance Early Edition.”
Bloomberg
China's EV Maker XPeng Aims to Expand Presence in Europe
Mar.08 -- Brian Gu, vice chairman and president of XPeng Inc., discusses the Chinese electric-vehicle maker's financial results, strategy and outlook. Guangzhou-based Xpeng reported a narrowing loss in the fourth quarter and deliveries...
Bloomberg
Mark Mobius Doesn’t See Inflation Threat Going Away Anytime Soon
May.11 -- Mark Mobius, co-founder of Mobius Capital Partners, discusses his take on inflation, his outlook for emerging markets and where he’s finding opportunity. He speaks on “Bloomberg Daybreak: Europe.”
Bloomberg
JPMorgan AM: North Asian Markets to Perform Quite Well
May.10 -- Kerry Craig, global market strategist at JPMorgan Asset Management, discusses the investment opportunities he sees. He also talks about Australia's budget and its implications for the country's markets with Haidi Stroud-Watts...
Bloomberg
South Korean Chip Stocks Favored: Dalton Investments
Jul.19 -- James Lim, senior research analyst at Dalton Investments, discusses the outlook for Asian stock markets and the opportunities he sees. He speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Asia."
Bloomberg
Mobius Says He's Investing in Tech, Not Buying Bitcoin Yet
May.14 -- Mark Mobius, co-founder of Mobius Capital Partners, discusses where he is investing in emerging markets and says the run in commodities may be over. He speaks with Bloomberg's Alix Steel and Guy Johnson on "Bloomberg Markets."
Bloomberg
State Street Sees More Room for U.S. Market to Run
Sep.08 -- Lori Heinel, deputy global chief investment officer at State Street, discusses the outlook for U.S., European and emerging-market stocks and her strategy. She speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak:...
Bloomberg
Why Nvidia Shares Are Falling Despite Beating Estimates
Aug.18 -- Nvidia topped Wall Street estimates with its latest results and forecast, but warned that its bid to acquire Arm Ltd. is taking longer than expected. Bloomberg's Ed Ludlow has more on "Bloomberg Markets: The Close."
Bloomberg
SoftBank Founder Son Plans to Take Chip Business Arm Public
SoftBank Group Corp. founder Masayoshi Son has confirmed his plan to take Arm Ltd. public in the U.S., spending much of his latest earnings call pitching the potential for the chip designer. Still, Son admitted that the storm has only...
Bloomberg
FTC Sues to Block Nvidia Acquisition of Arm
The Federal Trade Commission sued to block Nvidia's proposed $40 billion takeover of Arm Ltd., saying the deal would harm competition in the semiconductor market. Bloomberg Intelligence's Mandeep Singh has more on "Bloomberg Markets: The...
Bloomberg
Broadcom Agrees to Buy VMware for $61 Billion
Broadcom agreed to buy cloud-computing company VMware for about $61 billion in one of the largest technology deals of all time, turning the chipmaker into a bigger force in software. Liana Baker reports on "Bloomberg Markets: The Close."
Bloomberg
SoftBank Said to Pause Talks for Arm Listing in London
Japanese conglomerate SoftBank Group Corp. has temporarily halted talks about listing shares of its chips division, Arm Ltd., in London, while it continues to pursue an initial public offering for the business in New York, people...
Bloomberg
White House's Rouse on GDP, Inflation and Tapping SPR
Council of Economic Advisers Chair Cecilia Rouse discusses the US GDP report, inflation risks and President Joe Biden's decision to tap the Strategic Petroleum Reserve with David Westin on "Balance of Power."
Bloomberg
Rouse: Optimistic Fed Can Contain Inflation
Cecilia Rouse, Council of Economic Advisors Chair, discusses Fed moves, inflation and oil markets. She speaks with David Westin on Bloomberg's "Balance of Power."
Bloomberg
UK Trade Commissioner for APAC on Trade Ties
Natalie Black, the UK's Trade Commissioner for APAC, discusses the country's trading relationships with the Asia Pacific region. She speaks with Shery Ahn and Haidi Stroud-Watts on the sidelines of the "Bloomberg New Economy Forum" on...
Bloomberg
Bank of Korea May Go Up to 3.5% as Terminal Rate, Governor Rhee Says
Bank of Korea Governor Rhee Chang-yong discusses monetary policy, inflation and the outlook for the economy. The central bank on Thursday returned to its usual pace of policy tightening as it seeks to minimize pressure on the economy and...
Bloomberg
A Delicate Balance for China: Public, Economic Health
Mary Lovely, Senior Fellow Peterson Institute for International Economics, discusses China's challenges in handling Covid and how it impacts the global economy. She speaks with David Westin on Bloomberg's "Balance of Power."
Bloomberg
Netherlands Said to Plan Curbs of Tech Exports to China
Dutch officials are planning new controls on exports of chipmaking equipment to China, according to people familiar with the matter. The move, which would essentially codify and potentially expand its unofficial ban on some technology...
Bloomberg
Bokeh Capital Partners Founder on Markets, Strategy
Bokeh Capital Partners founder and Chief Investment Officer Kim Forrest discusses the outlook for US markets and her investment strategy. She speaks with Bloomberg's Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Australia."
Bloomberg
Traders Weigh China Chip Curbs
Traders are weighing the impact of Covid infections in China and tighter restrictions on the semiconductor industry from the US and its allies. Ishika Mookerjee reports on Bloomberg Television.
Bloomberg
China to Pause Chip Investments as Covid Strains Budget
China is pausing massive investments aimed at building a chip industry to compete with the US, as a nationwide Covid resurgence strains the world's No. 2 economy and Beijing's finances. Edwin Chan reports on Bloomberg Television.
Bloomberg
TSMC Tops Estimates, Bucking Trend as Chip Industry Cools
Taiwan Semiconductor Manufacturing Co. reported quarterly profit that exceeded analysts' estimates even as the industry braces for a potential recession and tighter US trade controls. The world's biggest contract manufacturer of chips...
Bloomberg
Samsung Electronics Shares Fall After Reporting Drop in Profit
Samsung Electronics Co.'s shares are trading lower. South Korea's largest company said its quarterly profit tumbled, hurt by a sharp drop in demand for semiconductors. Stephen Engle reports on Bloomberg Television.
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Bloomberg
Goldman Sachs Is 'Overweight' China, South Korea Stocks
Sunil Koul, Asia Pacific equity strategist at Goldman Sachs, has raised profit growth forecasts for the region and says he's "overweight' Chinese and South Korean equities. He speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg...