
Mandeep Singh
Bloomberg Intelligence Senior Tech Industry Analyst, discussing the impact of tariffs on the global semiconductor market.
Top 5 podcasts with Mandeep Singh
Ranked by the Snipd community

Jan 29, 2025 • 52min
Bonus Episode: Tesla, Meta and Microsoft Earnings
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.

Feb 26, 2025 • 35min
Instant Reaction: Nvidia Delivers Solid Earnings
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.

Mar 25, 2025 • 22min
US Consumer Confidence Tumbles Again to Lowest Since Early 2021
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.

Jan 29, 2025 • 52min
Bonus Episode: Tesla, Meta and Microsoft Earnings
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!

Nov 5, 2024 • 47min
The Election And 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.