Episode summary
Ferraris, Advil and AI Chips: 10 Companies to Watch Right Now | Bloomberg Businessweek
Bloomberg Businessweek Daily
· · 17 min · Hosts: Carol Massar, Tim Stenovec · Guests: Tim Craighead
Summary
Bloomberg Intelligence’s Tim Craighead walks through 10 second-quarter stock ideas built around company-specific catalysts, drawing from the team’s broader universe of more than 2,500 names and about 125 high-conviction Focus Ideas. He says the picks are bottom-up analyst calls meant to find companies where revenue, margins or market expectations can change quickly.
Several names are tied to new products or shifting demand. Ferrari stands out for pricing power and a new-product cycle, including the F80 supercar and the new electric Lux, with Craighead noting the company remains sold out through 2027. Broadcom is his AI-chip idea: he argues customized ASICs and XPU inferencing should gain as AI shifts from training models to running real tasks. Dexcom fits the same pattern in medical devices, with a 15-day glucose monitor expanding use and profitability.
The list also includes financials and competition plays. Craighead says Deutsche Bank should benefit from German stimulus, Japan Exchanges from stronger trading activity and rising rates, and Mellan Financial from an acquisition that could lift assets and dividends. In competitive names, he says DraftKings can hold up against prediction markets, while Meituan faces tougher cost pressure as Alibaba pushes into instant delivery.
Key takeaways
- Craighead says Ferrari’s appeal is product momentum plus extreme pricing power, with a sold-out order book through 2027.
- Broadcom is a second-quarter AI idea because inferencing demand favors its customized chips over training-focused processors.
- Dexcom’s new 15-day glucose monitor could extend customer usage and improve company profitability, according to Craighead.
- Deutsche Bank could benefit from German stimulus flowing into lending, earnings and buybacks.
- Craighead says DraftKings remains stronger than the market fears despite competition from prediction markets.
- He thinks Meituan faces underestimated costs as Alibaba intensifies competition in instant grocery and delivery services.
Notable quotes
“These are bottomup analyst ideas. Yeah. So, you know, you say Ferrari, you have to talk about Ferrari”
“People still buy Beamers. People still buy Ferraris. And those who can buy a Ferrari aren't really impacted by some of the things going on”
“What Broadcom has found that it has are customized what are called AS6. They're specialized chips that don't train the big LLMs”
“The shift from training to inferencing as companies are actually starting to use this stuff in real business”
“We think consensus is underestimating the costs that Mtoan is going to be incurring to drive their business forward with increasing competition”
How the episode opens
Bloomberg Audio Studios podcasts radio news. — You're listening to Bloomberg Business Week with Carol Masser and Tim Stenc on Bloomberg Radio. — Our Bloomberg intelligence team is amazing. You hear from them on our program almost every day. They're all over the world. They're out in the field. They talk to executives and customers. They crunch numbers. They're in the Excel docs. They're listening to those earnings calls. They're doing everything.
They're writing research. You got to see their research. — They're a gift man to us every day. — Yeah. If you're not new to our program, then you know that each January, the team produces this list of 50 companies to watch at the beginning of the year. Tim Craighead is the man behind that list. Usually, he's up late. He's joining us from London. Today, though, we get him when it's still light outside.
He's in town. — He's in town. He's here. — We're so happy to have him. Tim Craig head, Bloomberg Intelligence, senior European strategist. He's director of research content. He joins us here in the Bloomberg Interactive Broker Studio. Welcome. Nice to have you. Pleasure to be here indeed.
The headline is so good. Ferrari's Advil and AI chips. 10 companies to watch right now. The big question that I think everybody has is how do you — It's like my life in a nutshell. — Well, how do you whittle down? How do you whittle down? Yeah. That's except for the Ferraris.
Yeah. Well, okay. That's a minor thing. — Everything else. Yes. — How do you whittle this down? Not just from the 50 companies in January, but from the universe of companies that your team follows. — Yeah. So, so we cover 2500 plus companies.
From the episode’s captions: roughly the first two minutes, lightly cleaned. Keep watching on YouTube →
Topics
- bloomberg intelligence
- companies to watch
- q2 catalysts
- technology
- global markets
Companies and tickers mentioned
- RACE
- PFE
- NVDA
- Ferrari
- Pfizer
- Nvidia
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Summary, takeaways and quote selection by Octagon. Quotes are short excerpts; the full conversation is in the episode.
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