Jennifer Bartashas
Bloomberg Intelligence senior analyst covering retail staples, providing analysis on Walmart's business, grocery market share, and retail strategy.
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Feb 16, 2026 • 38min
Daybreak Holiday: Walmart, Nvidia, OpenAI
Matthew Schettenhelm, litigation analyst explaining Elon Musk’s suit against OpenAI. Mandeep Singh, senior semiconductor analyst on NVIDIA and hyperscaler capex. Jennifer Bartashas, retail analyst on Walmart’s grocery dominance and strategy. Jennifer Rhee, antitrust analyst on DOJ vs Live Nation. They discuss legal stakes and trials, NVIDIA’s revenue and hardware roadmap, Walmart’s market moves, and possible remedies in major antitrust fights.
