Mandeep Singh, a Senior Technology Analyst at Bloomberg Intelligence, and James Cakmak from Clockwise Capital dive into the latest earnings from Tesla, Microsoft, and Meta. They explore Microsoft’s cloud revenue struggles amidst fierce competition, and the rising role of AI in their strategy. Meta's mixed financial outlook and the implications of their AI investments are also discussed. The duo reflects on how these tech giants navigate the evolving AI landscape, emphasizing the impact of DeepSeek insights on future market dynamics.

Mandeep Singh, a Senior Technology Analyst at Bloomberg Intelligence, discusses the latest earnings reports for tech giants like Tesla, Meta, and Microsoft. Caroline Hyde, co-host of Bloomberg Technology, shares insights about competitive pressures and AI advancements in the sector. James Cakmak from Clockwise Capital analyzes investment strategies and market reactions to these earnings. They explore Meta's rising expenditures, the impact of AI on stock valuations, and the challenges posed by TikTok to Meta's future revenue.

Technology Analyst James Cakmak discusses the impressive earnings results of Alphabet and Microsoft, comparing their financial strategies and market performance. The podcast explores the impact of AI investments on stock prices, Snap's surge, tech market trends, and Amazon's growth potential within the Clockwise Core Equity and Innovation ETF.

In this discussion, Mandeep Singh, a Senior Technology Analyst at Bloomberg Intelligence known for his insights on tech and AI, joins James Cakmak from Clockwise Capital, a tech investment specialist. They dive into Tesla and Microsoft's earnings and how they impact stock performance. The challenges Microsoft faces with Azure are scrutinized, while excitement abounds over Meta's upcoming earnings and innovative products. They also touch on generative AI's influence on daily life and the fluctuating tech stock landscape amid competition and regulatory pressures.

Mandeep Singh, a Senior Technology Analyst at Bloomberg Intelligence, shares his expertise on tech earnings, while Caroline Hyde, co-host of Bloomberg Technology, discusses market trends. James Cakmak from Clockwise Capital brings insights on tech investments. They delve into Tesla and Microsoft’s latest earnings, their impacts on stock trends, and the evolving landscape of AI. The conversation also tackles Microsoft’s cloud growth challenges and Meta's responses to TikTok's influence, painting a vivid picture of the competitive tech scene.

Mandeep Singh, a Senior Technology Analyst at Bloomberg Intelligence, dives deep into Microsoft and Meta's earnings reports. Caroline Hyde, a co-host of Bloomberg Technology, shares her insights on tech market trends. James Cakmak from Clockwise Capital discusses the competitive landscape, including Tesla's recent stock struggles. They explore the rise of AI and smart glasses and how they're revolutionizing daily life. The panel also tackles Meta's delayed earnings and how TikTok's influence is reshaping revenue expectations. Tune in for an engaging analysis of Big Tech!

James Cakmak, a Technology Analyst at Clockwise Capital, shares his insights on recent big tech earnings and their implications for investors. He discusses Amazon's robust performance while analyzing Microsoft's disappointing results and their impact on the market. Julia Wolfson, from Johns Hopkins, offers tips on maintaining a healthy diet over the holidays, stressing the importance of understanding food labels and making informed choices. The conversation also touches on teaching kids about balanced eating, blending nutrition with cultural significance.

Matt Bryson from Wedbush shares insights on the significant pressure facing global markets, particularly due to Intel's disappointing earnings. James Cakmak from Clockwise Capital analyzes the struggles of tech giants like Amazon and Apple, linking their performance to broader economic concerns. Steve Odland from the Conference Board discusses the implications of an upcoming jobs report amidst mixed economic signals. The conversation dives into investment strategies that could thrive despite the current volatility.

Tech analyst James Cakmak discusses big tech earnings like Microsoft and Alphabet. Economic correspondents analyze US GDP and interest rates. Melissa Otto examines TMT research. Topics include AI, cloud business, and market reactions.

Technology Analyst James Cakmak discusses the soaring results of Microsoft and Alphabet, exploring their financial performance, AI investments, and market implications. They compare Alphabet's strong performance with Intel's disappointing forecast and delve into Amazon's role in the Clockwise Core Equity and Innovation ETF.