Lily Meier

Bloomberg retail reporter who covers retail company results and consumer behavior, providing commentary on Dollar Tree earnings and value-oriented shopping trends.

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Dec 3, 2025 • 25min

Microsoft Slips on Report of Lower Demand for Some AI Tools

Anurag Rana, a tech analyst, discusses Microsoft's AI sales struggles and competitive positioning, highlighting how cloud hosting is key to AI revenue. Mary Ross Gilbert talks about Macy's disappointing earnings forecast and the impact on stock performance despite improving in-store experiences. Lily Meier reveals Dollar Tree's success in appealing to budget-conscious shoppers with a raised profit outlook. Deborah Aitken shares insights on luxury goods, focusing on emerging trends and the impact of tariffs on pricing strategies.

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