Bloomberg直播提到Palantir财报和指引超预期后获德银上调、股价盘中已大涨约30%

【实时直播转录 · Bloomberg TV+】
来源:Bloomberg TV+(bloomberg 直播间 btv_us) · 标题:Bloomberg TV+
时段:2026-08-05 03:00–03:30(Asia/Shanghai),共 134 段
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[03:00] SpaceX full coverage of the company's first earnings report as a public company we're going to hear from former tesla board members steve wesley former harvard.
[03:00] o' sullvin as well as Rossber and so much more sick with us this is the close.
[03:01] Bringing you up to the minute geopolitical news whenever and wherever it happens, I'm tyyler Kendall in Geneva.
[03:01] Switzerland and this is bloom Asia is at the forefront of some of the world's biggest stories.
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[03:01] Welcome to bloomberg this week I'm da I'm lia and I'mrisine Raffiti for tracking breaking news.
[03:01] WashingtonLet's start overseas is really propel the for the is this will open up new markets and provide some additional liquidity.
[03:01] Now they're going to have we got a big week coming up in politics earnings season is underway we're going to get some key reports, everything you need to know before the marketss open on Mondayday.
[03:02] Bloomberg this weekend bringing a little Bomberg into your weekend routine Gule up.
[03:02] Bringing you up to the Min global news whenever and wherever it happens, I'm Joanna Versace in Ellajaa, Saudidi Arabia and this.
[03:02] Iberg what is going to be the consequence for U markets?
[03:02] Gins across European and equity marketss Take a look at how we're faring when it comes to Asian markets.
[03:02] The media landscape shifts and fallsome folks try to keep up.
[03:02] lierToday we sat down with rich Louu Dennis, the founder and chair of the sundial group of companies as his brand essenceence Ventures makes us strategic.
[03:02] Investment in off script worldwide the parent company of revolt now the move brings together two story brands in a play to boost scale.
[03:03] Across several generations of audiences, here's what he had to say the beauty of the brands that we look at.
[03:03] They have to be brands that have a cultural resonance and value to the communities that we serve, right?
[03:03] It has to be deep trust, has to be authentic, and it has to have the what we like to call.
[03:03] The North Star right and that north star of for us, that North star is, can you use a business to develop a company?
[03:03] And does that fit within our framework of community development. And so as we look out, as we look out.
[03:03] Beyond sort of what's happening in the next 12 months, 18 months, but looking out to say, okay, what we need to have 50.
[03:03] Years from now, what can be relevant 50 years from now, what can drive economic value, 50 years from now, as well as cultural value and heritage.
[03:04] Revolt is stands out and what they're doing at off script we love Well, give me a sense here when we talk about culture, obviously essence.
[03:04] Is an iconic brand that I think every black family, certainly every black woman had on their coffee table back in the day.
[03:04] Has it extended to a new generation, revolt kind of came about after the fact, speaking to a newer younger generation.
[03:04] What's the thread they're combining so the thread for us is multi generationerational right we look at, like I said.
[03:04] 50 years out, we want brands that are here 50 years out, we want to build businesses that are here 100 years from now.
[03:04] Multti generationerational becomes a big, big part of that strategy, right, and so if you take a look at essence, right?
[03:04] is now truly a multi generationerational brand, right You go to festival, you see it in person, you look at our data, you see it in the.
[03:04] We're truly serving multiple generations, with that brand, with the content, with the festival.
[03:05] The experiences there right revolt has revolt is now on its second generation, if you will, right?
[03:05] As essence is probably pushing on its fourth generation right, and so we like brands that have that type of staying power, right?
[03:05] In addition to that where it fits in is essence, women, women, women, women, Refry 29.
[03:05] Women, women, women, women are driving the economy, they are making the decisions in the household, they are influencing.
[03:05] But what revolt has are the men that they care about right and the men that care about them and so what we're now.
[03:05] to do is to offer to the entire marketplace a sort of nucleus around youth culture.
[03:05] Multti generationerational youth culture, and then underneath it all now infrastructure and scale essence fast one of the biggest.
[03:06] out there, huge economic impact for the city of new Orleans, where it's been held now for what 30 years or something 32 years.
[03:06] Or something, but I know the contract with new Orleans is over, there's been some talk as to whether essences will actually overturn when you have.
[03:06] Quanttifiable economic impact in the hundreds of millions of dollars why is there a debate about whether you'll be back don debate.
[03:06] is whether or not will be back let me rephrase that, whether the debate is whether or not we'll be back in New Orleans.
[03:06] Right, so we we just had festival July 4 weekend5.
[03:06] 5,000 people showed up according to the papers in new Orleansan.
[03:06] that are keeping the data there right we had you know 50, 60,000 people come through the convention center a day.
[03:06] over 460 hours of programming for those people that came by free, right.
[03:07] Theconomic impactmp is tremendous with our partner hotels, we're running 95 plus hotel occupancycc.
[03:07] And see in the middle of summer in one of the hottest weekends of the year, so we're driving a tremendous amount of economic.
[03:07] Impact there. and we're working with the city so that we continue to do that and we continue to grow. right It's not the question isn't what.
[03:07] Whether or not we will essence will be back the question is hey will it be back in the city of new or do you think will there next are working like.
[03:07] He to make that happen right going to because our community deserves what it is that we bring to market.
[03:07] New Orleans has been a partner for 32 years. They've been a good partner for 32 years while we've seen investments shrink, right.
[03:07] In fact that we will be able to come to terms and continue what we're doing we're excited about next year. I am curious how you merge.
[03:08] And sort of how you balance out the content and creation side of the business, the live event side of the business and everything that goes in between.
[03:08] Disclose details, financial details of the deal with off script, do you want to disclose them.
[03:08] because I mean you bought refinery, obviously you bought Refry 29, obviously essence, I mean, is the return, the potential return.
[03:08] That you get off of this partnership, this minority investment in off script, is that going to potentially be as accretive?
[03:08] As those other deals that you've made. So I think so, because what we're now able to do is to bring infrastructure together,.
[03:08] together and as I said earlier, drive that scale, right so we're excited about the opportunity to be able to do that.
[03:08] And I think one of the other things is we don't need to own everything, but what we do need to be able to do is to be able to access everything.
[03:08] This gives us the access that we need this gives us a great team over there to work with alongside our great team over at.
[03:09] At essence, we now have the opportunity to merge our inventories, our product to go to.
[03:09] Of clientsient with bigger offerings and better offerings. So that's very exciting. And the other thing for us is it's also.
[03:09] Important that these brands that have been driving our culture are here when we're not here, right, so we're also looking at it.
[03:09] those lenses that was rich dennis, the founder and chair of the sundial group of companies talking about his minority investment.
[03:09] In off script and you can catch the full interview by going to bloomberg.com/vi and when we come back we turn back to the public.
[03:09] And take a closer look at mcDonald's out with its earnings report today it be on several metrics, but a bit of a slowdown in same store sales growth.
[03:09] We're going to catch up with miouho's ni satignan when we come back after the break to get his assessment of what might come next this is the close on Bloomberg.
[03:10] My old mentor Roger sawawbackck, who told me when I transitioned, footballball will never leave you.
[03:10] 🎼To Wow everyone has a dream and a lot of dreams are, you know, my dream is to play football and play professional football and you get the dream comes true but.
[03:11] to end and the day it ends, the day before it ends, you're one of the best in the world great, the next day you wake up, that's gone.
[03:11] What are you great at and the truth is nothing right I'm not great at anything else I talk about it all the time, Steve is this whole idea of is not.
[03:11] Pthouse to penthouse, and what I mean by that is you played for 15, 20 years and you're in the penthouse, that doesn't mean that you come to the business.
[03:11] And you're going to be in penhouse now you don't start in the third floor or the lobby, you actually have to start in the basement.
[03:11] 🎼Mning, good morning. This is. We back to the opening trade watch that this is the.
[03:11] 🎼This is Wall Street week We to balance of power. You're watching Bloberg deal We to Bberg this weekend this is bloomloberg television.😊
[03:12] 🎼And.
[03:12] Time now for our top calls the big movers on the back of analysts.
[03:12] ReWe start off with jp morgan, which cut its overweight rating to neutral4 months ago today downgrading again this time.
[03:12] WThe analyst saying elliott Hills win now's turnaround strategy taking longer than anticipated and will continue to weigh on finances beyond.
[03:12] This year the shares which rallied 2% yesterday giving pretty much all of that back today next up palantir deutsche bank upgrading to.
[03:12] Upgrading after palanter's quarterly results and full year forecast came in ahead of estimates the analysts there are saying palantier operating several.
[03:12] 🎼St ahead of the rest of the software space and converting AI demand into real customer value, those shares up 30%.
[03:12] Best day going back to 2024 and we're going to end with walmart oppenheimer downgrading to a neutral equivalent on what the analyst says maybe be.
[03:13] Second quarter comp sales number that could mistreet expectations when the retailer reports in a couple of weeks the fund $40 price target.
[03:13] Being removed the shares so up slightlyly on the day and those are some of our top calls another stock we're watching is mcDonald's they open higher but have.
[03:13] Drifting lower as the session goes on, the restaurant chain did beat on several key metrics and named a longtime executive sky anderson.
[03:13] To take over its U business this after posting the slowest U comp sales growth since the start of 2025 nick sety joined us.
[03:13] Right now, managing director on equity research analyst covering the restaurant sector over at miuho, what was it like 1.3% comp?
[03:13] Overall.8% here in the U. let's talk about the US.. business that's a considerable slowdown from where they were the previous three or four.
[03:13] That's right. And more importantly, you talked about July that was slightly negative, and so they're clearly a traffic shared donor.
[03:14] Within an industry, and it comes down to having a relative value problem, so pre coviID, they were clearly the value.
[03:14] And I think they've lost their way a little bit they're trying to figure out how to get back to being the value leader, and it's a tough road.
[03:14] Well it's a tough road, but here's what ch Va said on the conference call, he said that they were hurt by.
[03:14] Consistent execution across its restaurant saying we don't have a strategy problem, we simply did not execute you buy that.
[03:14] Well, they didn't execute and the franchisees, about a third their franchisees didn't buy into the under $3 menu, meaning they't.
[03:14] Ler prices what is McDonald's those days because I mean, over, I think in the past, a lot of people looked at McDonald's as a value proposition.
[03:14] And I know there's been a lot of hay made online over the past few years about the cost of the meal at McDonald's certainly relative to as you're alluding to some of it.
[03:14] Competitors, are they trying to be a value play or are they comfortable going up in terms of the income spectrum?
[03:15] Well, I think they're trying to have their cake and eat it too, so they're raising prices another3 to 5% this year and that because they want to.
[03:15] They have to franchise, they can't control franchisee pricing legally the franchisees can take as much pricing as they want and what they're dealing with.
[03:15] Beef inflation, they're dealing with labor inflation, so they're trying to protect their margins as much as they can, but at the end of the day.
[03:15] That's a lot more pricing than fast casual or casual dining is taking, which is why casual dining is winning at the moment and at the same time.
[03:15] Induing value offers, value offer points, and they're trying to get the franchisees to be on board.
[03:15] I said a third of the franchisees did not participate in the under $3 menu rollout in April, which was one of the execution issues that they point.
[03:15] So what does Chris Kaensski and his team sort of articulate in terms of how they can maybe get comp sales back up?
[03:16] To something that's a little bit more commensurate with what we had seen for the previous year or year and a half or so. Well I think they're trying to focus on value.
[03:16] They use it as emergency and so I do think we're going to see a lot more digital offers, I think we're going to see a lot more advertising.
[03:16] And social media focus on value, but that came up on the call, the idea that he seemed to think the CEO seemed to think that maybe they.
[03:16] Did quite sort of take advantage of advertising in the way I wasn't quite clear what he meant, didn't seem like it was more advertising, it was like he just won a more effective advertising.
[03:16] Well, I think theres two parts where I think one of it was he mentioned awareness of the under three menu, and I think they underperformed.
[03:16] Expectations regarding the FIA sponsorship, and so on both of those accounts, I think that there was poor execution.
[03:16] I am godly optimistic that as we go into Q4, we'll see more effective advertising.
[03:16] Take around there just a new management team, but at the end of the day, I think this isn't necessarily a marketing issue, I think it's a value perception issue.
[03:17] All right, Nick, great to have you here, great to have you on settings Nick sat I'm one of the best in the business managing director and equity research analyst over at it.
[03:17] Mizuho, a closer look at chairs of mDonald still in the green up by about three tenths of a percent here on the session.
[03:17] Clo to the closing bells, we're going to take a look at another company Scotts muel Corow turning over a new leaf, the company's new CEO.
[03:17] Axter in town for an investor day, he joins us nexts right here on the close right here on bloomloberg.
[03:18] Do you.
[03:18] Being called an ideological lunatic or a bunch of left wing nut jobs you know i've been called worse things than that.
[03:19] You think she owned the place 23 in me?
[03:19] I think is so incredibly valuable we're coming back have that kind of detective story feel to it.
[03:19] Hot on the trail of something you know that it's very exciting What magazines were you reading as a kid I don't think I was reading magazines until I was in.
[03:19] You are on the cover of all of these Oh and there's many, many more, but weve should people trust?
[03:19] I don't think anybody should trust any company or entity completely with any of this.
[03:19] Force that is far bigger than we are I want to build better businesses around these brands.
[03:19] The shock will never wear off So your brother and sister running one of the most powerful companies in the world when you argue who wins?
[03:20] No one the way I could see AI being banned or blocked is if something really went wrong.
[03:20] And if something really went wrong, then maybe it deserves to be so is it paradise ahead ortica.
[03:20] Mi.
[03:20] 🎼Good morning. This has been back day great here. I'm Lizzie Bur in London. and these are the stories that set your agenda taking you.
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