Dan Gallagher

Dan Gallagher, a tech columnist for the Wall Street Journal, shares insights on Netflix's impressive record profits and growth, highlighting its resilience in a competitive streaming market. With over 300 million subscribers, Netflix is focusing on revenue growth and maintaining an edge over rivals like Disney. The discussion also touches on urgent U.S. diplomatic efforts regarding Ukraine, trade negotiations with China, the EU, and Japan, and their potential impacts on global markets amid ongoing economic uncertainty.

Dan Gallagher, tech columnist for the Wall Street Journal, dives into the evolving AI landscape and its impact on Big Tech earnings. He explores Microsoft's ambitious AI investments and their resulting cloud service growth. The conversation shifts to Amazon's strategies amid AI competition and profit margin concerns, particularly for Google and Meta. Gallagher also discusses Apple's AI launch and its potential effects on iPhone sales, finishing with NVIDIA's pivotal role in the market and the challenges other tech giants face in an increasingly demanding environment.