Bloomberg Daybreak: Asia Edition Daybreak Weekend: Tech Earnings, Middle East and Africa Summit, Labubu Craze
10 snips
Nov 28, 2025 Mandeep Singh, Global head of tech research at Bloomberg Intelligence, dives into AI-driven demand affecting CrowdStrike and Snowflake. He highlights the challenges and growth opportunities in hyperscaler clouds. Jennifer Zabasadja, Bloomberg's chief Africa correspondent, discusses the evolving relationships between Africa and the Middle East, as well as debt sustainability dynamics. Shirley Zhao, a consumer companies reporter, explores the LaBubu toy phenomenon, revealing its ties to K-pop and the psychology behind Pop Mart's retail success.
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Episode notes
AI Workloads Are Driving Software Revenue
- Hyperscaler growth from AI is boosting software vendors' revenue through increased AI workloads.
- Mandeep Singh expects Snowflake and CrowdStrike to see top-line lift from AI demand.
Salesforce's AI Piece Is Still Small
- Salesforce's Gen AI data cloud is small relative to its overall business and won't move the needle if it doubles.
- Anurag Rana warns Salesforce faces weak seat-count growth and modest bookings expansion.
CrowdStrike Stabilized After Outage
- CrowdStrike slowed new customer adds after last year's outage but retained its base and stabilized.
- Mandeep Singh sees CrowdStrike positioned to benefit from growing Gen AI security needs.
