Pivot US budget deficit will hit $1-trillion; AAPL, MSFT, GOOGL, AMZN, FB earnings breakdown; and Britain sides with China on Huawei
Jan 31, 2020
The U.S. budget deficit is projected to surpass $1 trillion, raising alarms about economic stability. Major tech earnings are dissected, with Apple shining while others falter. Britain’s unexpected allyship with Huawei presents intriguing geopolitical dynamics. Meanwhile, social media’s accountability takes center stage, with discussions on Facebook's oversight board and labor law violations by Chipotle. Plus, predictions about Uber’s future and the competitive landscape of delivery services keep the conversation lively.
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Nanny Share Interview
- Kara Swisher discusses her experience interviewing potential nanny share families.
- She compares it to the process of applying to preschools for her children.
Coronavirus Impact
- Wilbur Ross suggested the coronavirus could benefit U.S. jobs, highlighting the administration's tone-deafness.
- This raises concerns about the virus's impact on tech companies with significant Chinese manufacturing ties.
Coronavirus and Supply Chains
- The coronavirus outbreak has more diagnosed cases than SARS, impacting supply chains more than sales.
- Tariffs and the virus are pushing companies to diversify manufacturing locations.