Bloomberg Talks

Chris Miller, professor at the Fletcher School at Tufts University and author of Chip War: The Fight for the World’s Most Critical Technology, speaks with Bloomberg's Carol Massar and Tim Stenovec on the changing landscape of the semiconductor industry amid AI, a global tech race and geopolitical tensions.See omnystudio.com/listener for privacy information.

Snowflake expects fiscal 2027 product revenue of $5.7 billion, above analysts’ average estimate of $5.5 billion compiled by LSEG, driven by rising AI demand. CEO Sridhar Ramaswamy said the company signed its largest deal ever, over $400 million, without naming the client. He speaks with Bloomberg's Ed Ludlow and Caroline Hyde. See omnystudio.com/listener for privacy information.

Dan Ives, managing director at Wedbush Securities, breaks down fourth-quarter earnings from Nvidia as he raises his price target for the stock to $300. He speaks with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

Fidelity National Information Services President & CEO Stephanie Ferris speaks on the company's latest earnings report plus how they're navigating a world where the payments world can get disrupted by AI. See omnystudio.com/listener for privacy information.

US Trade Representative Jamieson Greer says President Donald Trump will sign a supplemental proclamation to increase the tariff level to 15% “where appropriate,” as the US seeks “continuity” on tariffs. Greer also discusses expectations for the UK and European Union to honor their existing trade deals and the Trump administration wanting to fix gaps in the trade deal with Canada and Mexico.See omnystudio.com/listener for privacy information.

US Interior Secretary Doug Burgum talks about the importance of having sensible energy policies that will attract investment and help the US win the AI race.  He speaks with host Joe Mathieu directly following President Trump's State of the Union address.See omnystudio.com/listener for privacy information.

President Donald Trump delivered the longest State of the Union address of the television age Tuesday, declaring “a turnaround for the ages” as he tried to sell Americans on his economic program ahead of crucial midterm elections later this year. The speech had all the ceremony, confrontation and chaos that have come to define the event in an era of narrow congressional majorities and partisan polarization. Democratic Representative Al Green was ejected from the chamber for disrupting the speech. Trump invited the gold-medal-winning men’s Olympic hockey team into the gallery amid chants of “USA! USA! USA!” He awarded several medals honoring veterans and active-duty service members. And in more than 1 hour 47 minutes, the longest State of the Union in history, the president delivered a rally-like speech punctuated less by policy proposals than by political attacks. For instant reaction and analysis, Bloomberg Balance of Power hosts Joe Mathieu and Kailey Leinz speak with: Bloomberg White House correspondent Jeff Mason Rick Davis, Partner at Stonecourt Capital and Bloomberg Politics Contributor & Jeanne Sheehan Zaino, Democracy Visiting Fellow at Harvard Kennedy School's Ash Center and Bloomberg Politics Contributor US Interior Secretary Doug Burgum See omnystudio.com/listener for privacy information.

Planet Fitness fell in early trading on Tuesday after the company paired a strong quarterly beat with a cautious outlook. Investors focused on softer guidance and management's plans for continued expansion. CEO Colleen Keatings discusses the quarter with Bloomberg's Romaine Bostick. See omnystudio.com/listener for privacy information.

A global oil surplus is poised to disappear as population growth and artificial intelligence stoke crude consumption, according to the head of Baker Hughes Co. The company, one of the world’s largest oilfield service providers, sees demand beginning to recover in the second half of this year into 2027, Chief Executive Officer Lorenzo Simonelli said during an interview with Bloomberg's Matt Miller and Dani Burger. See omnystudio.com/listener for privacy information.

Doug Irwin, Professor of Economics at Dartmouth, discusses the latest developments on President Trump's unfolding tariff strategy and their broader economic impact. He speaks with Bloomberg's Tom Keene and Paul SweeneySee omnystudio.com/listener for privacy information.

Federal Reserve Bank of Chicago President Austan Goolsbee says he is more concerned about inflation amid a "steady" job market. Speaking with Bloomberg's Mike McKee, Goolsbee also comments on what the tariff ruling could mean for inflation and Fed Chair Jerome Powell possibly staying on the central bank's board.See omnystudio.com/listener for privacy information.

Novo Nordisk Chief Scientific Officer Martin Holst Lange discusses the recent clinical trial results of the company's weight loss obesity shot CagriSema, which delivered less weight loss than Eli Lilly’s tirzepatide. Holst Lange also outlines Novo Nordisk's broader obesity treatment pipeline. He speaks with Bloomberg's Dani Burger. See omnystudio.com/listener for privacy information.

Republican US Representative from Missouri Jason Smith speaks on the Supreme Court's decision to strike down President Trump's global tariffs and what this means for fiscal policy. He speaks with Bloomberg's Dani Burger. See omnystudio.com/listener for privacy information.

MTA CEO Janno Lieber provides key details on updates about the blizzard that affected the NYC area and how the city set up preparations for it. He speaks with Bloomberg's Tom Keene and Paul SweeneySee omnystudio.com/listener for privacy information.

Raoul Ruparel, director of Boston Consulting Group's Centre for Growth, discusses his research showing Britain’s biggest industries have been responsible for the decades-long decline in productivity that has roughly halved the GDP growth rate since the end of the 1990s. He spoke to Stephen Carroll and Caroline Hepker on Bloomberg Daybreak Europe.See omnystudio.com/listener for privacy information.

Nobel Laureate Paul Krugman, a City University of New York professor, says President Donald Trump's tariffs are a sales tax and are slightly contractionary. He speaks on "Bloomberg The Close."See omnystudio.com/listener for privacy information.

California Attorney General Rob Bonta reacts to the Supreme Court decision striking down President Donald Trump's tariffs, describing the ruling as expected and affirming. Bonta highlights that the Court's ruling allows for retroactive relief, meaning businesses and importers who paid these tariffs can seek refunds through the Court of International Trade. He speaks on "Bloomberg The Close."See omnystudio.com/listener for privacy information.

Middle East Geoeconomics Lead for Bloomberg Economics, Dina Esfandiary, joins "Bloomberg Surveillance Radio" to talk about the US military buildup in the Middle East.See omnystudio.com/listener for privacy information.

Chief Economist at Stifel, Lindsey Piegza, joins "Bloomberg Surveillance Radio" to talk about the latest economic data release and the next steps for the Federal Reserve.See omnystudio.com/listener for privacy information.

The US Supreme Court struck down President Donald Trump’s sweeping global tariffs, undercutting his signature economic policy and delivering his biggest legal defeat since he returned to the White House.Voting 6-3, the court said Trump exceeded his authority by invoking a federal emergency-powers law to impose his “reciprocal” tariffs across the globe as well as targeted import taxes the administration says address fentanyl trafficking.The justices didn’t address the extent to which importers are entitled to refunds, leaving it to a lower court to sort out those issues. If fully allowed, refunds could total as much as $170 billion - more than half the total revenue Trump’s tariffs have brought in. For instant reaction and analysis, Bloomberg Intelligence co-hosts Paul Sweeney and Scarlet Fu, o speak with:- Bloomberg Washington correspondent Tyler Kendall- Bloomberg Legal Analyst and host of Bloomberg Law June Grasso- Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners- Dave Townsend, Partner with Dorsey & WhitneySee omnystudio.com/listener for privacy information.