Industry Overview & Competitive Advantage - The industry benefits from McDonald's strong same-store sales performance, but this could pose challenges for competitors [1] - McDonald's scale allows it to offer products at lower prices than its peers, while still enabling franchisees to profit [2][3] - Overseas, McDonald's operates with less competition, positioning it as a pricing leader [5][6] Financial Performance & Growth Strategy - McDonald's is experiencing a strong second half of the year, driven by easier comparisons and international market growth [3] - International markets are leading the company's growth, outpacing the U S market in the past year or so [3][5] - The company is implementing a similar playbook overseas as in the U S, but is potentially ahead in providing everyday value [4] Consumer Behavior & Value Proposition - McDonald's acknowledges a double-digit traffic decline among low-income consumers, while seeing gains with middle and high-income consumers [8] - The company is focusing on value offerings, such as $5 meals and "buy one, get one for a dollar" promotions, to attract price-sensitive consumers [9] - McDonald's aims to improve product quality and service while maintaining competitive price points [10] Product Innovation & Menu Strategy - McDonald's is reintroducing popular items like snack wraps and crispy shrimp, and debuting new offerings like the "daily double" [2] - The company is improving the quality of its beef and burgers, and introducing larger burger options like the "Big Arch" [6][7] - McDonald's is expanding its chicken offerings internationally [7]

Well, I think I mean, as usual, the markets get ahead of this. And what the markets are anticipating now, the bond market and the equity markets that the Fed will be cutting sometime in the next 2 to 6 months. And, you know, even our house call, I mean, our house calls for no cuts this year, but then they have seven cuts next year.I mean, that's like wildly bullish for equities. So, you know, it's you almost have the perfect setup time because what you have now is lagging economic data, which is what the Fe ...

The geopolitics and tariffs and things of that nature are still something we're all learning about as an industry. So as a result, we didn't give full year guidance. Tariffs are always a bad deal for consumers.And when you look at 15%, you can say 15% is better than the 30 that were announced, but it's worse than zero. We did not expect to believe to ship, to be able to ship to China because of some of the regulations. I think the this administration, you know, the Department of Commerce, the government has ...

We're going to dive further into the realm of private markets. We're joined now by Achilles Global founder and CEO Sachin Khajuria. Achilles Global is a private investment firm operating in public and private markets.And. Sachin, you spent a lot of time at Apollo yourself before leaving in founding Achilles. What's going on here.You look at the negativity behind the stocks of these major alternative asset managers. This was the flavour of the decade it feels like, for the financial industry. Why are investo ...

SEEING NOW. SONALI: MICHAEL HALEN, THANK YOU VERY MUCH. WE WANT TO BRING YOU SOME BREAKING NEWS.THE SWISS PRESIDENT SET TO LEAVE WASHINGTON WITHOUT LOWER TARIFFS. WE WILL BRING IN TYLER KENDALL. TELL US MORE ABOUT THESE TALKS.A PERSON FAMILIAR TELLS BLOOMBERG NEWS THE SWISS PRESIDENT IS EXPECTED TO LEAVE WASHINGTON WITHOUT A DEAL. THE DELEGATION DID PRESENT A NEW TRADE DEAL TO THE UNITED STATES BUT DOESN'T APPEAR TO BE ENOUGH TO GET AN AGREEMENT OVER THE FINISH LINE. OUR REPORTING HAS INDICATED THE SWISS PR ...

Vladimir Putin exchanged “signals” with Donald Trump on the war in Ukraine at Kremlin talks with US envoy Steve Witkoff, a top Russian official said Wednesday. “On our part, in particular, some signals were conveyed on the Ukrainian issue,” the Russian president’s foreign policy aide, Yuri Ushakov, told reporters, without elaborating. “Corresponding signals were also received from President Trump.” https://www.bloomberg.com/news/articles/2025-08-06/trump-envoy-arrives-in-moscow-in-us-gamble-to-end-war-in-uk ...

Russian President Vladimir Putin met with Malaysia’s King Sultan Ibrahim Iskandar at the Kremlin on Wednesday, as the two nations look to shore up ties amid shifting global alliances. It’s the first state visit of a monarch from Malaysia to Russia since diplomatic relations were established with the Soviet Union in 1967. https://www.bloomberg.com/news/articles/2025-08-06/putin-hosts-malaysia-s-king-in-first-state-visit-since-1967?sref=omvmmwIg ...

It was such an interesting quarter to look back at data in particular CPU strength, not just accelerators. Strong outlook on accelerators. Gaming PC.And then some concern about the future of the China business. But Caroline and I sort of talks for quite a while now about AMD as the best performing chip stock so far this year. I want to if we start by just asking what in the quarter changed for AMD.What the kind of biggest move forward was, do you think. Yeah, absolutely. So, first of all, Ed and Caroline, g ...

I know people always want precision and what I will give you is exactly um how things um are playing out from our standpoint. Um I think we've seen an improvement over the last 90 days. You know 90 days ago uh you know we did not expect to believe to ship uh to be able to ship to China because of some of the regulations.I think the um this administration um the department of commerce the government has actually been very open uh to uh trying to find the right balance between national security and ensuring t ...

It's time now for the Wall Street beat. Apollo agreeing to buy a majority stake in the hyperscale data center. Developer Stream Data Center is the alternative asset manager trying to capitalize on booming demand for digital infrastructure and also kind of on an acquisition spree sort of on its own.Joining us now, Bloomberg finance reporter Katherine Dougherty. How is Apollo kind of comparing with what others are doing in this industry. Because this is definitely the flavor of the last couple of years.Yes. A ...