Closing Bell Closing Bell Overtime: Apple Earnings; UPS CEO On Cutting Amazon Volume 1/30/25
Jan 30, 2025
In this insightful discussion, Barbara Doran, CEO of BD8 Capital Partners, sheds light on market trends, specifically analyzing Apple's performance amidst challenges in China. Patrick Moorhead from Moor Insights dives into Intel’s mixed earnings and the competitive dynamics in the tech landscape. The conversation also highlights the struggles of UPS after disappointing guidance, and the potential impacts on its relationship with Amazon, delivering a comprehensive look into the ever-evolving market.
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Episode notes
Market Volatility
- The stock market is reacting to President Trump's tariff comments.
- Tech stocks took a hit, but overall markets closed mostly higher.
DeepSeek and Innovation
- Jose Rasco compares DeepSeek's entry to the 90's search engine wars.
- He suggests innovation matters more than fundraising in the AI field.
Intel's Challenges
- Intel's position in the AI race is lagging.
- Their core business is facing normalization of demand and lackluster end markets.