Vincent Piazza

Dan Ives, tech analyst at Wedbush, warns Apple’s AI playbook and memory cost pressures could cap upside despite China tailwinds. Danielle DiMartino Booth, former Dallas Fed staffer and macro strategist, discusses Kevin Warsh, Fed policy leanings, and balance sheet debates. Vincent Piazza, Bloomberg Intelligence energy analyst, breaks down Exxon and Chevron’s upstream strength and natural gas tailwinds.

Brooke Sutherland, Bloomberg Boston Bureau Chief, dives into President Trump’s threats against Harvard’s tax-exempt status, sparking a discussion on its impacts on higher education and the broader manufacturing economy. Vincent Piazza, Senior Equity Research Analyst, analyzes the latest earnings from Chevron and Exxon, revealing how plummeting oil prices are reshaping strategies, including share buybacks. The conversation emphasizes the resilience of the U.S. job market, even in the face of political and economic uncertainty.

Vincent Piazza, a senior equity research analyst at Bloomberg Intelligence focusing on energy, discusses key changes in the oil sector, including Exxon Mobil's plans to cut 2,000 jobs in a restructuring effort. He highlights the trend of cost management amidst uncertain demand. Meanwhile, the conversation covers CoreWeave's game-changing $14 billion deal with Meta for AI computing power, emphasizing the shift towards leasing infrastructure as a strategic advantage against competitors like Microsoft.

Vincent Piazza discusses ConocoPhillips acquiring Marathon Oil. Anurag Rana talks about Apple's China iPhone shipments. George Ferguson shares insights on American Airlines profit guidance. Kurt Wagner explores Elon Musk's distractions across his empire.

Beth Hammack, Vincent Piazza, and Katerina Simonetti discuss Cleveland Fed's new president, ConocoPhillips acquiring Marathon Oil, and market outlook. Topics include Wall Street hires at the Fed, energy sector M&A, and navigating volatile markets.