Bloomberg Intelligence

• Instant Reaction: Trump’s Global Tariffs Found Illegal by US Appeals Court

  Most of President Donald Trump’s global tariffs were ruled illegal by a federal appeals court that found he exceeded his authority in imposing them, but the judges let the levies stay in place while the case is subject to further review.The US Court of Appeals for the Federal Circuit on Friday upheld an earlier ruling by the Court of International Trade that Trump wrongfully invoked an emergency law to issue the tariffs. But the appellate judges sent the case back to the lower court to determine if it applied to everyone affected by tariffs or just the parties involved in the case.Friday’s 7-4 decision by the Federal Circuit could extend the suspense over whether Trump’s tariffs will ultimately stand. The case had been expected to next go to the Supreme Court for a final ruling. The administration could now turn to the justices, who have largely backed the president on other matters. But the White House could also let the Court of International Trade revisit the matter first.“ALL TARIFFS ARE STILL IN EFFECT!” Trump said in a post on Truth Social shortly after the decision was issued. For instant reaction and analysis, Bloomberg Balance of Power cohost Joe Mathieu speaks with Harvard Kennedy School's Ash Center Democracy Visiting Fellow Jeanne Sheehan Zaino and Stonecourt Capital Partner Rick Davis, both Bloomberg politics contributors. See omnystudio.com/listener for privacy information.

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• BI Weekend: Nvidia, Retail Earnings Results

  Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings.- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the Nexstar, Tegna merger and antitrust issues.- Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Keurig Dr Pepper agreeing to buy JDE Peet’s.- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Eli Lilly’s latest obesity pill trial.- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Williams Sonoma earnings.- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T agreeing to buy EchoStar spectrum licenses for about $23 billion.- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl's and Abercrombie 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.

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• Caterpillar Warns Tariff Impact Bigger Than Previously Seen

  Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul SweeneyWoo Jin Ho, Bloomberg Intelligence Senior Technology Analyst joings to discuss Dell's recent earnings. Dell reported that they booked fewer sales of artificial intelligence servers than in the previous three months and reported profit margins on the powerful machines that fell short of analysts’ estimates.Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst discusses Caterpillar tariff risks Just three weeks after its last quarterly report, Caterpillar Inc. is warning investors it now expects tariffs to have an even greater impact on its business, costing it as much as $1.8 billion this year.Bin Ren, Founder and CEO at SigTech joins to discuss the future of AI. For all the handwringing about Nvidia Corp.’s sky-high market value pushing the stock into bubble territory, its revenue growth keeps investors buying.Bess Freedman, Chief Executive Officer at Brown Harris Stevens, joins to discuss residential real estate. Despite challenges including high mortgage rates and a lack of affordable supply, analysts see potential for further upside in homebuilder stocks, driven by factors such as rate stabilization and consumer confidence.See omnystudio.com/listener for privacy information.

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• Nvidia Forecasts Decelerating Growth After Two-Year AI Boom

  Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst discusses Nvidia earnings. Nvidia gave a tepid revenue forecast for the current period, signaling that growth is decelerating after a staggering two-year boom in artificial intelligence spending. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, joins to discuss Dollar General earnings. Dollar General gave investors a mixed bag as it barely increased its sales forecast while also pointing to looming pressure on costs and margin. The discounter has benefited from shoppers looking for more deals. Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, joins to discuss Best Buy and Dick's Sporting Goods earnings. Best Buy warned that tariffs continue to weigh on its business ahead of the holiday shopping season, despite boosting sales for the first time in more than three years. And Dick’s Sporting Goods as prepares to acquire Foot Locker investors are nervous about management’s ability to turn around the struggling sneaker chain. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, to discuss Snowflake and CrowdStrike earnings. CrowdStrike reported earnings with strong results but a sales forecast that narrowly missed analysts’ estimates. And Snowflakegave a strong outlook, calming investor anxiety about the impact of a slowing economy and new competition from artificial intelligence upstarts.See omnystudio.com/listener for privacy information.

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• Instant Reaction: Nvidia Gives Lukewarm Forecast, Stoking Fears of AI Slowdown

  Nvidia, the world’s most valuable publicly traded company, gave a tepid revenue forecast for the current period, fueling concerns that a massive run-up in artificial intelligence spending is slowing. Sales will be roughly $54 billion in the fiscal third quarter, which runs through October, the company said in a statement Wednesday. Though that was in line with the average Wall Street estimate, some analysts had projected more than $60 billion. The forecast excluded data center revenue from China, a market where it has struggled with US export restrictions and opposing pressure from Beijing.The outlook adds to concern that pace of investment in artificial intelligence systems is unsustainable. The difficulties in China also have clouded Nvidia’s business. Though the Trump administration recently eased curbs on exports of some AI chips to that country, the reprieve hasn’t yet translated into a rebound in revenue.For instant reaction and analysis, hosts Tim Stenovec and Isabelle Lee speak with: Bloomberg Intelligence Global Head of Technology Research Mandeep Singh Bloomberg News Big Tech Team Leader Sarah Frier Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners See omnystudio.com/listener for privacy information.

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