Bloomberg Tech Tesla’s Europe Sales Plummet, IBM and ServiceNow Beat Expectations
Apr 24, 2025
The discussion kicks off with an analysis of tech earnings, spotlighting strong results from ServiceNow and IBM's struggles. Insights from ServiceNow's CEO reveal worries over tariffs and cost-cutting. The conversation then shifts to the importance of backing tech founders with coding expertise, despite AI's rise. Predictions surround Alphabet's earnings amidst regulatory hurdles and advertising slowdowns. Additionally, the podcast explores the competitive electric vehicle landscape and the challenges Tesla faces in human capital management.
AI Snips
Chapters
Transcript
Episode notes
Hold Tech Stocks for Long-Term
- Long-term investors should hold tech stocks amid current uncertainty and tariff issues.
- Tech remains essential and financially solid despite short-term market volatility.
Consider Hardware as Good Bet
- Hardware is currently oversold and remains a critical foundation for software development.
- Investing in hardware has long-term merits despite short-term tariff and geopolitical pressures.
ServiceNow's AI Boosts Supply Chains
- ServiceNow's AI tools help companies rapidly reorient supply chains amid tariff challenges.
- AI is essential for managing complex supply chains, like auto manufacturing with thousands of parts.