Poonam Goyal

Geetha Ranganathan, a U.S. media analyst, dissects Disney's disappointing Q4 results, emphasizing challenges in studio expenses versus the success of parks and streaming. Woo Jin Ho, a senior tech analyst, highlights Cisco's positive earnings and its potential to capture AI spending, projecting significant revenue growth. Poonam Goyal, an e-commerce analyst, explores the athleisure market, pointing to Adidas's resurgence and Nike's continued dominance while analyzing competitive pressures and product innovations. Their insights reveal the evolving dynamics of these major industries.

Join Poonam Goyal and Lindsay Dutch, seasoned retail analysts at Bloomberg Intelligence, as they dissect Black Friday trends, focusing on resilient consumer spending and in-demand items like gaming and apparel. Scott Martin, Chief Investment Officer at Kingsview Wealth Management, offers insights into market volatility and highlights opportunities amid recent stock weakness. Jennifer Rhee, Antitrust Analyst, shares the latest on major tech antitrust cases, including Google and Meta, revealing how outcomes may shape the industry. A must-listen for holiday shoppers and investors!

Poonam Goyal is a Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, and Angelo Zino is a Senior VP and Equity Analyst at CFRA Research. They dive into Amazon's surprising stock declines fueled by disappointing profit forecasts and challenges in its AWS cloud performance. The duo contrasts Amazon’s retail growth with its lackluster cloud margins, discussing competitive pressures from rivals like Microsoft. They also explore how shifting consumer behavior might impact the retail landscape during the back-to-school season.

Poonam Goyal, senior analyst at Bloomberg Intelligence, shares insights on the leadership shakeup at Lululemon and the need for innovative product strategies to revitalize the brand. Wayne Sanders discusses the complexities of missile defense systems and the pressing need for improved interoperability. Stephanie Guild, Chief Investment Officer at Robinhood, explores shifting investor behaviors, highlighting trends in AI trades and macroeconomic factors impacting consumer sentiment. Together, they dissect the challenges and opportunities in today's market landscape.

Kunjan Sobhani, a Senior Semiconductor Analyst, dives into Broadcom's disappointing earnings and the stock's steep decline due to unmet expectations in AI revenue. Poonam Goyal, a U.S. E-Commerce and Retail Analyst, discusses Lululemon's new CEO announcement and performance challenges. Geetha Ranganathan, a Senior Media Analyst, reveals Disney's bold $1 billion investment in OpenAI and the implications of licensing iconic characters for brand safety. The conversation highlights pivotal moments shaping the tech and retail landscapes.

James Chakmok, CIO at Clockwise Capital, explains market moves and sector positioning. Poonam Goyal, Bloomberg Intelligence e-commerce analyst, breaks down Amazon’s results and capital plans. They discuss Amazon’s huge AI-driven capex, where the money might flow, which industries may benefit, and how investors are rethinking allocations.

The podcast discusses post-pandemic retail challenges, focusing on athleisure trends and AI solutions. Topics include rise of resale brands, sustainability in retail, Amazon's dominance, generative AI impact, and revolutionizing retail feedback with social commerce and customer insights.

eBay Chief AI Officer Nitzan Mekel-Bobrov and Bloomberg Intelligence senior analyst Poonam Goyal discuss the importance of AI in driving e-commerce growth, eBay's AI investment strategy, deciding whether to build or buy technology solutions, future opportunities in e-commerce, and embracing the AI disruption.

Poonam Goyal, senior U.S. e-commerce and retail analyst, breaks down Lululemon’s weak forecast, product refresh timing and the urgent CEO search. Mary Ross Gilbert, senior retail analyst, covers Macy’s in-store wins, brand strategy and store-count plans. Diana Gomes, senior consumer staples analyst, outlines Unilever’s shift toward beauty and options for its foods business.

Barry Ritholtz, market commentator and wealth manager. Dan Ives, tech and AI-focused analyst. Steve Mann, autos and industrials researcher. Poonam Goyal, e-commerce and retail analyst. They discuss the Supreme Court tariff ruling’s impact on retailers, which brands raised prices, who absorbed costs, effects on autos and tech supply chains, and how supply-chain shifts and pricing may evolve going forward.