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Anurag Rana

Bloomberg Intelligence Senior Technology Analyst, offering analysis on the tech market's response to tariffs and economic uncertainty.

Top 10 podcasts with Anurag Rana

Ranked by the Snipd community
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9 snips
Oct 28, 2024 • 42min

OpenAI and Anthropic at Money 20/20, Apple's Announcements

Sarah Friar, CFO of OpenAI, shares insights on the company's financial strategies and highlights the need for balancing costs with AI innovation. Daniela Amodei, President of Anthropic, discusses their focus on enterprise customers and the imperatives of AI safety. Bloomberg reporters dive into Russia's acquisition of NVIDIA chips through India and Apple’s new advancements like the AI-powered M4 iMac. Analysts tackle Volkswagen's cost-reduction strategies amid challenges for European automakers and explore the implications for the app market with Bending Spoons' acquisition activities.
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6 snips
Feb 2, 2024 • 56min

Bloomberg Surveillance: Tech in Focus and Jobs Report

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.
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4 snips
Oct 29, 2024 • 34min

Looking Ahead to the Election & Jobs Report

Stephanie Roth, Chief Economist at Wolfe Research, shares her insights on the American economy, especially the impending jobs report and tariff implications. David Malpass, former head of the World Bank, discusses global economic health and election impacts. Tech analysts Anurag Rana and Mandeep Singh cover the latest tech earnings and AI's shifting expansion. Mike Shepard evaluates the 2024 election landscape, highlighting the contrasting strategies of Trump and Harris and their potential effects on congressional dynamics.
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Aug 2, 2024 • 39min

Breaking Down Big Tech and the US Jobs Report

Anurag Rana, a senior tech analyst, and Ed Ludlow, a host at Bloomberg Technology, dive into the recent pullback of major tech stocks like Apple and Amazon post-AI advancements. Claudia Sahm, Chief Economist, and Neil Dutta, US Economic Research head, react to the latest US Jobs Report, highlighting rising unemployment and labor market pressures. Meanwhile, Ann Miletti discusses investment strategies considering current economic fluctuations. The conversation wraps up with insights on the Fed's approach to inflation and interest rate challenges.
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Jul 31, 2024 • 24min

Israel Strike Raises Tensions & a Fed Preview

Tina Fordham, founder of Fordham Global Insights, discusses escalating tensions in Israel following significant assassinations and their historical context. Anurag Rana, a Senior Tech Analyst, analyzes Microsoft's robust earnings while contrasting it with the sluggish performance of small-cap stocks. Emily Roland, Co-Chief Investment Strategist, shares insights on market rotation and the potential for an S&P correction ahead of a critical Fed decision, along with the implications of low bond yields and investor sentiment.
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Apr 2, 2024 • 45min

Tesla's Biggest Deliveries Miss Yet

Global analysts discuss Tesla's delivery miss and EV market outlook. Apple's stock performance, future prospects, and market challenges analyzed. Regulatory pressures, economic changes, and sector resilience explored. Rising bond yields, Fed rate cuts, and investment strategies discussed. Lucas Tomicki shares insights on investing in quality companies and shorting indexes.
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Mar 21, 2024 • 34min

DOJ Sues Apple, Reddit IPO

US Justice Department sues Apple in antitrust case, Reddit's U.S IPO discussed. S&P Global Market Intelligence data analysis and market outlook shared. AGCO CEO talks about pursuing largest ag tech deal ever
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Oct 30, 2024 • 16min

Instant Reaction: Microsoft, Meta Earnings Results

Mandeep Singh, a senior technology analyst at Bloomberg Intelligence, and Anurag Rana, an expert in Microsoft’s earnings, discuss the latest financial results from both tech giants. Microsoft showcases impressive revenue growth driven by its cloud computing and AI investments. Meanwhile, Meta Platforms enjoys an increase in ad pricing but struggles to meet Wall Street expectations. The conversation dives into the future potential of Meta's language model, Lama, and examines the competitive landscape amid significant capital expenditures by both companies.
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May 28, 2024 • 35min

The Return of T+1 Stock Trading, Pricing Offshore Wind

In this podcast, Larry Tabb discusses T+1 stock trading, Pat Gallagher talks about market macro-outlook and insurance, Anurag Rana highlights Apple's China iPhone shipments, and Oliver Metcalfe discusses offshore wind prices. Topics include challenges of T+1 trading, tailored insurance solutions, Apple's market strategy in China, and challenges in offshore wind turbine installation.
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May 3, 2024 • 39min

Amazon Earnings, Musk in China, Intel in Ohio

Bloomberg Intelligence podcast features Anurag Rana on Amazon's AI growth, Craig Trudell on Tesla in China, Michael Halen on McDonald's strategy against competitors, and Herman Chan on New York Community Bank's challenges. Max Chafkin discusses Intel's $28B investment in Ohio, and Pol Lezcano talks about potential US tariffs on solar imports.

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