Bloomberg Businessweek Ferraris, Advil and AI Chips: 10 Companies to Watch Right Now
10 snips
Apr 9, 2026 Tim Craighead, Senior European Strategist and Director of Research Content at Bloomberg Intelligence, breaks down 10 companies to watch next quarter. He spotlights Ferrari’s pricing power and new models. He explains Broadcom’s AI inferencing chips as cost‑effective complements to NVIDIA. He covers Dexcom’s longer‑wear glucose sensors, Deutsche Bank’s stimulus-linked upside, and Meituan’s margin pressures.
AI Snips
Chapters
Transcript
Episode notes
Ferrari's Product Cycle Fuels Pricing Power
- Ferrari's demand remains extremely strong with a three-year waitlist despite a 24% average price rise over five years.
- Bloomberg Intelligence highlights 20 new models including the F80 and a new electric Lux that drive revenue and pricing power.
Auto Makers Cut Costs After The EV Investment Misstep
- Tim Craighead recounts how European automakers trimmed costs after an EV-driven investment cycle that misfired in 2025.
- He notes legacy brands still sell well and wealthy buyers of Ferraris remain insulated from geopolitical headwinds.
Broadcom's XPUs Are The Inferencing Play
- Broadcom is winning in AI inferencing with task-specific ASICs (XPUs) rather than training GPUs like NVIDIA.
- XPUs are cheaper for repeated tasks and are rapidly growing as companies shift from training to real-world AI inferencing.