Bloomberg Intelligence
US Tech Earnings, Commercial MBS Bonds Go Bust
Nov 1, 2024
Mandeep Singh, senior tech analyst, shares insights on Alphabet's strong earnings amid Meta's AI concerns. Sam Fazeli discusses Eli Lilly's challenges in the pharmaceutical market. Corey Cantor highlights the impact of U.S. presidents on EV fuel economy standards. Carmen Arroyo reveals the fragility of the commercial mortgage-backed securities market, particularly in U.S. office spaces. Alison Williams analyzes UBS's earnings, while Rhett Buttle emphasizes business leaders' roles in advocating for secure elections, showcasing the intersection of finance and civic responsibility.
37:28
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Quick takeaways
- Major tech firms like Alphabet are experiencing growth in cloud sales, while Meta faces challenges with its AI investments, highlighting industry disparities.
- Eli Lilly's recent revenue miss for its drug products underscores the importance of accurate demand forecasting and effective inventory management in pharmaceuticals.
Deep dives
Investment Skill and Stamina
Successful investing is fundamentally dependent on two key elements: skill and stamina. These qualities are crucial for navigating the complexities of the financial market, especially in the context of asset management. Skill pertains to knowledge and expertise in making informed investment choices, while stamina involves the persistence and resilience needed to withstand market fluctuations and uncertainties. Mastering both components can help investors achieve long-term success and navigate the ever-evolving investment landscape effectively.
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