
Bloomberg Intelligence Bonus Daybreak Special: Google, Microsoft Earnings with Gene Munster and Dan Ives
Apr 26, 2024
Gene Munster, Managing Partner at Deepwater Asset Management, and Dan Ives, Senior Equity Analyst at Wedbush Securities, discuss Microsoft and Google's AI and cloud investments, predicting a bullish market for AI applications. They explore tech giants' investments in AI technology, Apple's AI strategy, enterprise AI trends, and the growth potential of leading tech companies in the AI era.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Analysis of Tech Giants' Investments in AI Technology
02:40 • 2min
Exploring Apple's AI Strategy and Growth Opportunities
04:31 • 3min
Enterprise AI Trends and Amazon's AWS Expectations
08:00 • 2min
Exploring the Growth and Potential of Leading Tech Companies in the AI Era
10:01 • 4min

