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12min chapter
Harris Campaign, US Earnings
Bloomberg Intelligence
Navigating Shipping Challenges and AI Investments
This chapter explores the operational hurdles faced by UPS and FedEx due to shifts in shipping demand and profitability challenges, while also discussing Alphabet's strong performance amid rising AI investment costs. Emphasis is placed on Google's strategic initiatives in AI, particularly in relation to YouTube and cloud services, and how these efforts contrast with the struggles of competitors like Meta. The chapter also analyzes the competitive landscape of tech investments, highlighting the implications of capital expenditures on future revenue generation.
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