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BI Weekend: UPS, McDonalds, Microsoft Earnings

Bloomberg Intelligence

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Market Shifts and Tech Challenges

This chapter explores significant business developments impacting Wall Street and global markets, focusing on Supermicro Computer's disappointing earnings and the challenges of customer delays and product transitions. It also discusses UPS's strategic shifts due to declining shipments from Amazon and how the shipping industry is navigating tariff challenges and capacity fluctuations. The conversation highlights the broader implications for the tech and logistics sectors amidst evolving market dynamics.

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