Jerry (Gerry) Doyle

Mandeep Singh, a Senior tech analyst at Bloomberg Intelligence, delves into the anticipated earnings from major U.S. tech companies, highlighting the impact of AI on revenue divergence. Gerry Doyle, Bloomberg's Global Defence editor, explores European defense preparedness amid upcoming earnings from Airbus and Leonardo. He discusses procurement challenges and the need for joint efforts in defense spending, while also addressing the risks of an investment bubble in the defense sector and Europe's reliance on U.S. capabilities.

Mandeep Singh, a Senior Technology Analyst for Bloomberg Intelligence, dives into the tech landscape, highlighting how Microsoft’s OpenAI partnership and Google's Anthropic deal could impact cloud competition and AI costs. Meanwhile, Gerry Doyle, Bloomberg's global defense editor, discusses Europe's defense readiness amid geopolitical shifts, the sustainability of defense spending amid Russian threats, and the critical gaps in air defense capabilities. The conversation offers a lively mix of tech innovation and global security dynamics.

Mandeep Singh, a Senior tech analyst at Bloomberg Intelligence, dives into upcoming earnings from major tech players like Microsoft and Apple, discussing the impact of AI on investment strategies. Gerry Doyle, Bloomberg's Global Defence Editor, analyzes Europe's defense readiness and industry dynamics, spotlighting joint procurement initiatives and the need for increased defense budgets amidst geopolitical tensions. Together, they explore trends shaping both the tech and defense landscapes, offering insights into future market directions.