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Darden Posts Weak Outlook as Olive Garden Sales Disappoint

Darden Restaurants Inc. posted a cautious overall profit outlook as same-store sales at Olive Garden trailed expectations, raising questions about demand that overshadowed better-than-expected earnings. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, breaks down the earnings and gives his outlook for the broader food service industry.

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Bloomberg

Bob Sloan's Market Positioning Warning

Markets may be near record highs, but Bob Sloan, S3 Partners Founder & Managing Partner says the real story is happening beneath the surface. He joins Bloomberg Open Interest to explain why passive investors are fueling AI stocks higher while hedge funds quietly sell into the rally and why tracking investor positioning may be just as important as earnings or valuations.

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Bloomberg

Hetts: Ignore PEs, Watch Earnings

AI stocks may be stealing the spotlight, but Janus Henderson's Adam Hetts says investors are missing the bigger story. He joined Bloomberg Open Interest to explain why earnings, and not valuations, are driving markets, why sticky inflation isn't a dealbreaker, and why the rally is expanding well beyond Big Tech.

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Bloomberg

IBM Rallies on New Chip; McCormick Moves on Guidance | Stock Movers

On this episode of Stock Movers: - IBM (IBM) shares gained in premarket trading on Thursday after the technology giant unveiled the world's first sub-1 nanometer (nm) chip technology. - McCormick (MKC) is moving after it reported second-quarter profit that beat estimates, buoyed by higher prices and a tariff refund, and reaffirmed its full-year guidance. - Darden Restaurants (DRI) shares fell after its same-store sales at Olive Garden trailed expectations, raising questions about demand at the company's largest chain and overshadowing better-than-expected earnings.

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Bloomberg

Nvidia Wants to Make Humanoid AI Robots Safer Around Humans

Humanoid robots are getting smarter and moving closer to the real world. But before they can work alongside humans, Nvidia says they need something even more important: the ability to recognize danger and react in an instant. Bloomberg's Ed Ludlow speaks with Deepu Talla, Vice President of Robotics and Edge AI at Nvidia, about the technology designed to make that possible.

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