Bloomberg Talks

Ed Yardeni, President at Yardeni Research, joined Bloomberg's Tom Keene and Scarlet Fu on Bloomberg Money to discuss some of the market research done by the company as well as his personal strategy for investing.
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Jeetu Patel, Cisco president and chief product officer, talks about an upcoming AI tool named '"Antares" that will be used to hunt down software bugs and protect sensitive customer data. He also talks about the recent security breach at Hugging Face by OpenAI models and how companies can protect themselves. Patel speaks with Bloomberg's Jonathan Ferro, Annmarie Hordern, and Lisa Abromowicz on Bloomberg Surveillance.
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With the war in Iran still pushing on, Senator Dave McCormick (R-PA) joined Bloomberg's Jonathan Ferro, Annmarie Hordern, and Lisa Abromowicz on Bloomberg Surveillance to discuss the potential for wider and more intense attacks on Iran as well as the outlook for defense spending in the US.
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SAP's stock climbed 6% in premarket trading in New York after the company reported strong revenue growth in its cloud business. The company's current cloud backlog grew 26% on a constant-currency basis to EUR22.93 billion in the second quarter, above analysts' forecasts of 24%. SAP cut its outlook for the year, citing a EUR100 million impact from the acquisition of data platforms Prior Labs and Dremio, and trimmed its guidance for non-IFRS operating profit. CEO Christian Klein joined The Opening Trade to talk with Bloomberg's Anna Edwards and Guy Johnson.
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Intel surged in late trading after the chipmaker’s revenue forecast shattered estimates, indicating that booming data center spending is helping fuel a long-awaited turnaround. Sales will be $15.8 billion to $16.8 billion in the third quarter, the company said Thursday in a statement. Even the low end of that range would easily clear the $15.1 billion average analyst estimate.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research
Ed Ludlow, Bloomberg Tech co-host
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