Single Best Idea with Tom Keene: David Malpass, Anurag Rana, & Katy Kaminski
Bloomberg Surveillance
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Analyzing Political Economy and Tech Earnings
This chapter explores the political and economic context leading up to the election, featuring expert commentary on Trump's contrasting growth policies and austerity measures. It also highlights significant earnings reports from major tech firms, including Microsoft's anticipated capital expenditures and the influence of AI on revenue.
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