Bloomberg Daybreak: Asia Edition Bloomberg Daybreak Holiday Special - New Years Day 2024
Dec 31, 2023
Gene Munster and Dan Ives discuss the growth themes and performance of Apple, Microsoft, and Tesla, the monetization and potential impact of AI, concerns about US-China relationship in tech, and predictions for the tech industry in 2024.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Apple, Microsoft, and Tesla's Growth Themes and Performance
01:47 • 8min
Monetization of AI and the Potential for a Bull Market in Tech
09:54 • 4min
AI Monetization and Use Cases in Various Industries
14:11 • 7min
Self-regulation, US-China relationship, and the Magnificent Seven stocks: An AI-driven rally
21:06 • 4min
Tech Industry Performance and Future Outlook
25:23 • 5min
AI Companies, NVIDIA's Dominance, and Future of Big Tech in 2024
30:37 • 4min
Predictions and Resolutions for the Tech Industry in 2024
34:32 • 3min
Opinions on Technology Companies and a Bloomberg Opinion Ad
37:25 • 2min