Bloomberg Intelligence
Harris Campaign, US Earnings
Jul 26, 2024
Nathan Dean, a Senior Policy Analyst, discusses the implications of Kamala Harris potentially becoming president after Biden's exit. Steve Man shares insights on Tesla's record earnings and its future strategies, while Lee Klaskow analyzes UPS's disappointing quarterly performance. Mandeep Singh highlights Alphabet's strong AI investments, contrasting its growth with competitors like Meta. The talk also covers Spotify's impressive financial performance and challenges facing Comcast and AstraZeneca amid shifting market dynamics.
38:24
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Quick takeaways
- Kamala Harris's potential presidency might maintain the status quo on corporate taxes, but could introduce significant consumer protections against big corporations.
- UPS faces challenges from shipping pattern shifts and disappointing earnings, but analysts are optimistic about recovery through cost-cutting and seasonal demands.
Deep dives
Schwab and Thinkorswim Enhancements
Trading platforms have advanced through the integration of Ameritrade's technology into Schwab, notably enhancing the Thinkorswim platform. This upgrade offers traders robust charting and analysis tools designed to provide deeper market insights, which can help in better decision-making. Users can access Thinkorswim on multiple devices, including desktop and mobile, ensuring they stay informed about market trends and opportunities. Such features are especially beneficial for those actively engaged in trading, enabling them to visualize their trades more effectively.
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