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Bloomberg

Stellantis Plots $70 Billion Turnaround on Brand Reset

Stellantis NV announced a major investment push focused on four core brands in a broad reset to boost profitability. The automaking group will spend some 60 billion ($70 billion) through 2030 to launch 60 new models, prioritizing the Jeep, Ram, Peugeot and Fiat brands. In North America, it plans to add a new compact and midsize pickup truck as well as a new entry-level model for the Dodge brand to help it rebuild after years of sales declines. Chrysler, which today sells just a minivan, will get three new crossover models with a price range of $25,000 to $35,000. Stellantis is also targeting 25% revenue growth in North America. For more, we speak with Craig Trudell, Managing Editor of Global Business Coverage for Bloomberg News.

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Bloomberg

Nvidia Shows AI Opportunity Extends Beyond Hyperscalers

Hyperscalers' capex boom is closely watched as the ultimate barometer of how long the AI cycle lasts. Nvidia's earnings show demand broadening and rising faster elsewhere, reducing chipmakers' overdependence on mega-cap tech. Ivan Feinseth, CIO at Tigress Financial, recaps Nvidia earnings and discusses his outlook on the broader sector as some big tech IPOs loom.

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Bloomberg

Trump Advisor Predicts Gas Price Drop

Jarrod Agen, Executive Director of National Energy Dominance Council and President Trump's energy advisor joined Bloomberg Open Interest to talk about how gas prices will drop fast once the Strait of Hormuz reopens. He also defends the administration's aggressive "Drill Baby Drill" agenda. Agen touts record oil lease sales, LNG expansion, Alaska drilling, and a possible gas tax holiday as America races for "energy dominance."

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Bloomberg

Nvidia's Next AI Growth Driver

Nvidia's latest earnings reveal a major shift in AI demand. TD Cowen analyst Joshua Buchalter explains why hyperscalers are no longer the whole story, how AI is moving beyond data centers into the real world, and why the company's massive supply chain commitments could cement its dominance for years.

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Bloomberg

Rhode Fuels Elf Surge

Elf Beauty CFO Mandy Fields joins Bloomberg Open Interest to break down the company's massive earnings beat, revealing how Rhode fueled nearly all quarterly growth. She also explains why Elf is expanding beyond TikTok with a Survivor partnership, while maintaining luxury-level profit margins on affordable beauty products.

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Bloomberg

Fed at Crossroads of Modern-Day Maestro and Arthur Burns Redux

History offers a cautionary parallel. During the dot-com boom of the 1990s, then-Fed Chairman Alan Greenspan correctly argued that rapid productivity gains would help restrain inflation. But the central bank did not slash rates. Initially, it just held them steady. By the end of the decade, however, the Fed raised them sharply as investment surged and the economy accelerated. Lakshman Achuthan, COO and co-founder at ECRI, discusses why he felt the inflation cycle was beginning an upward trend pre-Iran war and why he anticipates it will continue.

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Bloomberg

Walmart Reports Solid Sales Growth; Deere Gets Construction Boost | Stock Movers

On this episode of Stock Movers with Alexis Christoforous: - Walmart (WMT) shares are on the move after reporting earnings. It reported solid sales growth, with comparable sales in US stores rising, excluding fuel, in the latest quarter. The company's focus on low prices, fast delivery, and wide assortment has helped it gain market share across income levels. - Intuit (INTU) shares are sinking after the tax-preparation software company reported its third-quarter results and gave an outlook. It also said it is cutting about 17% of its staff, confirming an earlier Reuters report. - Deere & Co (DE) shares are getting a boost from its construction and forestry segments, helping to offset volatile agriculture markets that continue to crimp farmer spending.

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