Bloomberg Tech Arm Surges and Disney Reaches One-Year High
Feb 8, 2024
Arm's surge in stock after a bullish outlook on sales and its role in AI strategy, Disney's spike due to cost cutting and strength in international theme parks, challenges faced by media buyers in associating with unpredictable figures like Elon Musk, the current state of the stock market rally and tech dominance, and the release of Ultra One as a rival to Open AI.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 2min
Arm's Surge in Stock and Role in AI Strategy
01:42 • 8min
ARM's Business Relationship with the Software Ecosystem and Disney's Earnings
09:58 • 4min
Disney's Cost-Cutting and Partnership with Epic Games
13:36 • 6min
Disney's Strategy and Stock Value
19:35 • 9min
Elon Musk's Impact on Advertisers and Current Efforts to Persuade NFL and Advertising Agencies
28:15 • 2min
Challenges of Brand Association with Unpredictable Figures
30:05 • 4min
Stock Market Rally and Tech Dominance
34:16 • 7min
Secondary Market Pricing for Apple's Vision Pro Headset and Google's Renaming of Bard to Gemini
41:15 • 5min
Release of Ultra one and Google's Strategy
45:51 • 3min