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6min chapter
Microsoft and Samsung Earnings, Italy's Meloni in Beijing
Bloomberg Daybreak: Asia Edition
Investment Climate and AI Impact
This chapter analyzes the shift from large-cap to small-cap equities amidst growing concerns about AI-related capital expenditures by major tech firms. It explores the implications of recent AI profit increases from companies like Microsoft, the impact on Nvidia's stock, and broader market conditions influenced by Federal Reserve policies.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode