The hosts analyze the current state of the S&P 500 and highlight the discretionary sector's performance, along with Tesla's recent upgrade from Morgan Stanley. They also discuss the potential value driver for Tesla, focusing on software and services, and compare the company's future earnings per share to other market players.
Bloomberg News Chief Technology Correspondent Mark Gurman and Bloomberg Intelligence Senior Technology Analyst Anurag Rana discuss Apple extending an agreement to get modem semiconductors from Qualcomm for three more years as the company prepares to introduce its latest iPhone on Tuesday. Bloomberg News Deals Team Managing Editor Liana Baker and Bloomberg News Equities Reporter Bailey Lipschultz talk about deals news from J.M. Smucker, Instacart and ARM. Peter Pernot-Day, US Head of Strategic Communications at Shein, discusses expanding product categories beyond fashion and apparel to meet consumer demand. And we Drive to the Close with Doug Ciocca, CEO at Kavar Capital.
Hosts: Tim Stenovec and Jess Menton. Producer: Paul Brennan.
See omnystudio.com/listener for privacy information.