Pierre Ferragu

Raquel Erdison, founder and CEO of Wabi, on the startup's $1B raise and plans for trucking and robotaxis with Uber. Pierre Ferragu, senior analyst at New Street Research, on ASML's record bookings and chip-equipment demand. Spencer Soper, Bloomberg retail reporter, on Amazon cutting about 16,000 corporate roles. They tackle industry moves, AI-driven demand, and commercialization timelines.

Peter Tchir, Head of Macro Strategy at Academy Securities, shares expert insights on the precarious state of market stability amid looming recession risks. He delves into the complex dynamics of global trade tensions and their potential impact on economic growth. Pierre Ferragu, Head of Global Technology at New Street Research, discusses the uncertain outlook for Big Tech and the competitive rivalry with China, particularly in AI and chip technology. Together, they explore how these factors shape investor sentiment and market strategies.

Arthur Mensch, CEO of Mistral AI, shares insights on their innovative AI Studio platform designed for enterprise clients, emphasizing data ownership and customizable tools. Pierre Ferragu analyzes Intel's surprising return to profitability and the competitive landscape against rivals. Kunjan Sabani discusses Intel's recovery driven by demand in PCs and data centers. Anurag Rana explains a massive $38 billion debt offering for data-center projects, highlighting market risks and the implications for AI infrastructure.

Betsy Duke, a former Federal Reserve Governor, shares her insights on Fed Chair Powell’s policies and their potential impact on inflation. Pierre Ferragu from New Street Research discusses the upcoming Nvidia earnings, examining market dynamics and chip production challenges. Henrietta Treyz, an Economic Policy expert, analyzes the campaign strategies of 2024 presidential candidates, highlighting their fundraising efforts and voter sentiment on key issues like abortion and economic policies. A compelling intersection of economics, technology, and politics!

Lindsey Piegza, Chief Economist at Stifel, shares insights on the looming threat of inflation resurfacing amidst the Federal Reserve's dovish stance on interest rates. Ethan Bronner, Bloomberg's Israel Bureau Chief, discusses the escalating regional tensions, particularly between Israel and Hezbollah, and the risk of wider conflict. Pierre Ferragu, a tech expert, provides a look into how Nvidia is shaping the AI landscape and market readiness as earnings are on the horizon, highlighting the intersection of technology and geopolitics.

Pierre Ferragu downgrades NVDA, Democrats urge Biden to step aside, bond market rally after US payroll data. Speculation on interest rate cut, labor market conditions, tailored insurance coverage, and potential Democratic candidates. Analysis of Trump's base, NVIDIA's AI business growth, and tech sector capex concerns.

In this engaging conversation with Pierre Ferragu, a tech industry expert and founder of New Street Research, the potential of AI to widen the wealth gap takes center stage. He provocatively introduces the concept of 'Artificial Stupidity,' challenging conventional beliefs. The discussion unfolds around the fierce competition in the semiconductor market, particularly spotlighting NVIDIA's dominance and Intel's struggles. With insights on Taiwan's TSMC and China's rise in AI, this dialogue navigates the intricate dynamics of innovation and market rivalry.

Mohamed El-Erian and Jeff Rosenberg discuss April's nonfarm-payrolls data. Pierre Ferragu analyzes Apple's strong Q1 earnings. The podcast covers job report analysis, AI advancements, Chinese market trends, iPhone growth, and Apple's market position.

Bank of England keeps rates unchanged. Israel-Hamas war's political impact in Washington. US labor market slowdown leads to slowing inflation. Disney's plan to buy Comcast's stake in Hulu. Apple's earnings preview.

The podcast featured Torsten Slok, Apollo Global Management Chief Economist, discussing the Fed stepping harder on the brakes. Earl Davis, BMO Asset Management Head of Fixed Income & Money Markets, doesn't expect any Fed hikes next year. Pierre Ferragu, New Street Research Head of Global Technology Infrastructure, highlights China's dependence on Apple. Steven Major, HSBC Global Head Of Fixed Income Research, predicts sideways yields. Anna Ashton, Eurasia Group Director China Corporate Affairs and US-China, discusses the systemic China slowdown.