Analysis of GPU Supply Constraints, Market Dynamics, and Geopolitical Risks

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Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses this morning’s global IT outage. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, and Annmarie Hordern, Chief Political Correspondent and Anchor of Bloomberg Surveillance, recap this week’s Republican National Convention. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to recap Netflix earnings. Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses American Express earnings. Ken Leon, Director of Equity Research at CFRA Research, talks Netflix earnings.

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