

Bonus Episode: Tesla, Meta and Microsoft Earnings
Jan 29, 2025
In this discussion, Mandeep Singh, a Senior Technology Analyst at Bloomberg Intelligence known for his insights on tech and AI, joins James Cakmak from Clockwise Capital, a tech investment specialist. They dive into Tesla and Microsoft's earnings and how they impact stock performance. The challenges Microsoft faces with Azure are scrutinized, while excitement abounds over Meta's upcoming earnings and innovative products. They also touch on generative AI's influence on daily life and the fluctuating tech stock landscape amid competition and regulatory pressures.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Tech Earnings and Competitive Landscapes
01:34 • 12min
Anticipation and Delays in Meta's Earnings Release
14:02 • 2min
The Evolution of Generative AI in Daily Life
15:46 • 2min
Tech Stocks and AI Developments
17:50 • 14min
Tech Titans: Strategies and Earnings Insights
31:24 • 11min
The Evolving Landscape of AI in Tech Employment
42:05 • 8min
Analyzing Tech Earnings and Market Reactions
49:36 • 2min
Navigating TikTok's Impact on Meta's Future
51:54 • 2min