

Tech Megacap Wrap: Amazon, Apple, Intel Earnings
Aug 2, 2024
Melissa Otto, Head of TMT Research at S&P Global, joins Mark Gurman, Bloomberg's Chief Tech Correspondent, along with reporters Spencer Soper and Mark Matthews. They dive into the mixed earnings reports from tech giants like Apple and Amazon, discussing the implications of AI investments and the advertising landscape. Intel struggles with a major stock drop while Apple faces challenges in China. Amazon showcases strong AWS growth but grapples with e-commerce competition, revealing the complexities of balancing investment and profitability.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Tech Earnings Season Analysis
01:44 • 7min
Intel's Challenges and Lenovo's Support for Small Businesses
08:29 • 2min
Apple's Financial Outlook and Innovation Challenges
10:14 • 5min
Shifting Paradigms: The Future of App Ecosystems and AI Integration
15:43 • 2min
Amazon's Q1 Challenges and AWS Growth
17:58 • 4min
E-commerce Competition and Cost-Saving Strategies
21:58 • 2min
Market Trends and Challenges
24:08 • 8min
Leveraging Partnerships for Business Success
31:52 • 2min