Brody Ford

Brody Ford, a tech industry reporter at Bloomberg, and Jomana Bisset, who specializes in geopolitical events, dive into Meta's eye-popping $14.3 billion investment in Scale AI to boost their competitive AI edge. They discuss the implications of AI advancements against a backdrop of rising geopolitical tensions, particularly the Israeli-Iranian conflict. The talk also covers Apple's ambitious plans to revamp Siri by 2026, focusing on personalized responses and new features that aim to keep them in the AI race. It's a lively exploration of tech's future!

Brody Ford, a Bloomberg reporter, dives into Supermicro's financial woes amid pressing AI infrastructure demands. Mel Lagomasino, CEO of We Family Offices, discusses Alphabet's hefty AI investments. Gerard DiPipio sheds light on China's tech advancements impacting the US. Manip Singh reviews big tech earnings and cloud market share dynamics. Steve Huffman, Reddit’s CEO, talks about the platform's financial growth through AI. Together, they explore the competitive landscape between BYD and Tesla in the EV market, highlighting shifting dynamics in technology and investment.

Topics discussed include Kohl’s earnings, challenges at Boeing affecting the US airline market, outlook for ESG ETFs in 2024, Oracle earnings, and a story on betting on natural disasters for profit.

Topics include Adobe's stock drop, Boeing's performance, consumer sentiment, market strategy, Fed rates, election impact on stocks, McDonald's outage, and restaurant industry challenges.

Boeing's challenges impact airlines, CPI report insights, Oracle's cloud evolution, retail strategies, and industrial sector opportunities are discussed in this podcast episode.