Bloomberg Surveillance

Bloomberg Surveillance: Tech in Focus and Jobs Report

Feb 2, 2024

Gene Munster, Sara House, Mona Mahajan, Mandeep Singh, and Anurag Rana discuss tech earnings, breaking jobs, Apple's cash flow, Meta's success and growth, implications of the latest jobs report, challenges and expectations in China, Meta's success in digital advertising, Apple's innovation trend and short-term growth prospects, tech companies' mention of AI on conference calls, VR headsets, trading platforms, cybersecurity, the resurgence of the cruising industry, and reflections on the pandemic's impact.

56:29

Creator website

Episode guests

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Apple is facing challenges in China's market due to economic slowdown and increased competition, but the company remains optimistic about long-term growth.

Facebook's strong earnings are attributed to higher ad prices and the use of AI technology in digital advertising.

Tech spending is expected to rebound in 2022, particularly in cloud services and AI technologies, driving industry growth.

Deep dives

Apple's growth in China faces challenges

Apple's growth in China is facing challenges as the economy slows down and competition increases. While China is a significant market for Apple, accounting for 20% of its revenue, the company is finding it difficult to sustain growth in the region. The Chinese market has experienced a slowdown, and Apple is facing competition from local brands. However, Apple is still investing in China and expects the market to rebound in the long run.

Introduction

2min

Apple's Cash Flow and China's Impact

4min

Meta's Success and Growth

15min

Wrap-up with Gene Munster, Ameritrade Sponsorship, and Job Report Analysis

3min

The Implications of the Latest Jobs Report on the Economy

14min

Challenges and Expectations in China and Meta's Success in Digital Advertising

3min

Analyzing Apple's Innovation Trend and Short-Term Growth Prospects

2min

Tech Companies' Mention of AI on Conference Calls

9min

Discussion on Vision Pro VR headset, trading platforms, cybersecurity, and a luxurious cruise ship

3min

10.

Resurgence of Cruising Industry and Dog Longevity

3min

11.

Reflections on the pandemic's impact and mention of podcast sponsors

3min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyWednesday January 31th, 2024
Featuring:

Gene Munster, Deepwater Asset Management Managing Partner, on tech earnings
Sara House, Wells Fargo Senior Economist and Mona Mahajan, Edward Jones Senior Investment Strategist on breaking jobs
Bloomberg Intelligence analysts Mandeep Singh and Anurag Rana on the week in tech earnings
Bloomberg's Lisa Mateo with her Newspaper Headlines

Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance

See omnystudio.com/listener for privacy information.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode