Mandeep Singh

Mandeep Singh, Bloomberg Intelligence's Global Head of Tech Research, dives into the impact of AI on cloud growth and cybersecurity, predicting a boon for CrowdStrike. Shirley Zhao, an Asia consumer reporter, unpacks the Labubu toy craze, examining its viral rise and the psychology behind blind-box collecting. They discuss how celebrity endorsements and social media exposure have fueled demand, while also addressing concerns about market sustainability and the authenticity of products amidst a booming holiday season.

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 Tech Industry Analyst at Bloomberg Intelligence, dives into Palantir's high valuation and its unique data ontology advantage for AI. Michael Halen, the Senior Restaurant and Foodservice Analyst, discusses Yum! Brands' strategic review of Pizza Hut, suggesting divestiture options amid consumer softness. Geetha Ranganathan, a U.S. Media Analyst, highlights Spotify's strong user growth and market dominance, while addressing its hefty royalty payments and the competitive landscape against Apple Music.

Mandeep Singh, Global head of tech research at Bloomberg Intelligence, dives into AI-driven demand affecting CrowdStrike and Snowflake. He highlights the challenges and growth opportunities in hyperscaler clouds. Jennifer Zabasadja, Bloomberg's chief Africa correspondent, discusses the evolving relationships between Africa and the Middle East, as well as debt sustainability dynamics. Shirley Zhao, a consumer companies reporter, explores the LaBubu toy phenomenon, revealing its ties to K-pop and the psychology behind Pop Mart's retail success.

Geetha Ranganathan, a U.S. media analyst, delves into Warner Bros. Discovery's disappointing revenue and the potential for major sales, highlighting the disparity between struggling TV networks and thriving streaming. Mandeep Singh, head of global tech research, analyzes the turbulence in ride-sharing, focusing on DoorDash's stock decline and Uber's expansion. Poonam Goyal, a retail analyst, discusses Under Armour's sales woes due to tariffs and stiff competition, while emphasizing the importance of innovation as the holiday shopping season approaches.

Mandeep Singh, a Senior Tech Industry Analyst at Bloomberg Intelligence, and Lee Clasgow, a Senior Transport Analyst, delve into Union Pacific's discussions to merge with Norfolk Southern, potentially forming a $200 billion railroad giant. They explore the merger's implications for the transportation sector and regulatory challenges ahead. Singh also highlights Alphabet's strong AI-driven earnings and its significant capital needs. Additionally, they discuss Tesla's struggles and disappointing airline earnings amid changing consumer demands.

Mandeep Singh, Senior Tech Industry Analyst at Bloomberg Intelligence, unpacks Alphabet's impressive quarterly performance, with revenue surpassing expectations thanks to strong search advertising. He discusses Google's strategic pivots in the face of AI competition and how the company is adapting to maintain profitability. The conversation highlights Google's robust growth in cloud computing and the implications for its financial outlook, emphasizing the ongoing evolution of advertising dynamics in a rapidly changing tech landscape.

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.

Mandeep Singh, Bloomberg Intelligence's Global Head of Technology Research, unpacks a landmark ruling that spares Google from selling Chrome, examining its implications for the tech industry. Peter Atwater, a financial expert, discusses the state of U.S. trade policy and the economic landscape, shedding light on the K-shaped economy. Wendy Cutler, from the Asia Society, analyzes shifting alliances among India, China, and Russia, highlighting the geopolitical tension and its impact on global trade dynamics.

Redd Brown, an earnings reporter at Bloomberg News, analyzes Nvidia's latest financial performance amid ongoing AI industry challenges. Caroline Hyde, co-host of Bloomberg Technology, shares insights on the competitive landscape and Nvidia's market strategies. Mandeep Singh, a senior tech industry analyst at Bloomberg Intelligence, discusses the impact of geopolitical dynamics and regulatory issues on Nvidia's operations. The conversation delves into the implications of Nvidia's earnings for the AI sector and the shifting demands in data center spending.