Mandeep Singh

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.

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.

Mandeep Singh, Senior Tech Industry Analyst at Bloomberg Intelligence, dives into Nvidia's impressive revenue forecast despite challenges in China. He discusses how Nvidia plans to ramp up production of its new Blackwell chip while navigating export restrictions. The conversation also highlights the company’s leadership in AI accelerators and the evolving chip technology landscape. Singh touches on competitive threats and the implications of geopolitical factors, providing insights into Nvidia's positioning in the tech sector and opportunities in Sovereign AI markets.

Mandeep Singh, a Senior Tech Analyst at Bloomberg Intelligence, shares insights on the robust earnings of Microsoft and Meta Platforms during a jittery economic phase. Ed Ludlow, co-host of Bloomberg Technology, emphasizes how advertising spending remains strong despite broader cuts, particularly for Meta. James Cakmak, CIO at Clockwise Capital, discusses Qualcomm's cautious revenue predictions amidst trade war concerns. The conversation underscores the adaptability of tech giants and the importance of AI investments in navigating market challenges.

Chang Xu, Chief Asia economist for Bloomberg Economics, shares her insights on China’s economic indicators and potential policy shifts. Mandeep Singh, Senior Tech Industry Analyst, dissects U.S. tariffs and their effects on tech companies like Apple and Google, especially around AI investments. The duo also explores the upcoming UK elections, highlighting how economic conditions influence voter sentiment and party strategies. Listeners gain a glimpse into the challenges facing the tech sector amid regulatory pressures and trade tensions.

Grace Lee, a Senior Portfolio Manager at Columbia Threadneedle, shares insights on market outlook and the ongoing impacts of tariffs on investments. She emphasizes the uncertainty ahead, especially for sectors like autos and semiconductors. Mandeep Singh, a Senior Tech Industry Analyst at Bloomberg Intelligence, discusses the pressures on the U.S. semiconductor strategy amid global competition. Together, they dissect the current consumer confidence decline and its influence on investment trends and the tech landscape.

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!

Mandeep Singh, an Analyst at Bloomberg Intelligence, discusses Palantir's stock surge tied to AI demand. Kayleigh Lyons shares insights on voter turnout trends for the U.S. election. Anna Rathbun talks about market reactions and tech sector regulations. Margie Murphy reveals how Polymarket influences election betting through influencer collaborations. Danielle Lee Thompson addresses misinformation's impact on voter trust. Kirsten Todd emphasizes election security measures, while Donald Trump reflects on his campaign amidst the electoral landscape.

Mandeep Singh and Anurag Rana, senior technology analysts at Bloomberg Intelligence, delve into the latest earnings of Microsoft and Meta. They highlight Microsoft's robust growth driven by AI investments in cloud computing and Office software. Meta's projection for the holiday quarter is strong, fueled by advancements in AI advertising, yet it faces challenges with financial losses in its Reality Labs division. The duo discusses the competitive landscape in AI and digital advertising, painting a vivid picture of tech’s evolving dynamics.