Bloomberg Daybreak: US Edition Daybreak Weekend: Tech Earnings, Middle East and Africa Summit, Labubu Craze
45 snips
Nov 28, 2025 Mandeep Singh, Bloomberg Intelligence's Global Head of Tech Research, dives into the impact of AI on cloud growth and cybersecurity, predicting a boon for CrowdStrike. Shirley Zhao, an Asia consumer reporter, unpacks the Labubu toy craze, examining its viral rise and the psychology behind blind-box collecting. They discuss how celebrity endorsements and social media exposure have fueled demand, while also addressing concerns about market sustainability and the authenticity of products amidst a booming holiday season.
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Hyperscalers Are Fueling AI Software Demand
- Hyperscaler cloud growth is already lifting AI-related software demand significantly.
- Mandeep Singh says Snowflake and others should see top-line gains from AI workloads.
AI Creates New Cybersecurity Risks
- Generative AI expands the security attack surface in ways firms haven't faced before.
- Mandeep Singh expects CrowdStrike to benefit as enterprises secure new AI deployments.
Salesforce’s AI Upside Is Limited Today
- Salesforce's Gen AI data cloud is small relative to its portfolio and unlikely to move the needle.
- Anurag Rana warns Salesforce faces weak non-AI IT spending and limited seat-count growth.
