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, global head of technology research at Bloomberg Intelligence, offers quick takes on big tech earnings and AI-driven capital splurges. He highlights the surge in chip and server demand, Microsoft and Meta’s record spending, and how memory and supply constraints ripple through hardware suppliers. Short, timely, and focused on the forces reshaping the tech supply chain.

Mandeep Singh, Global Head of Tech Research at Bloomberg Intelligence, shares insights on the potential bubble surrounding Big Tech’s 2025 gains and highlights AI spending trends. John Liu, Bloomberg's Chief China Correspondent, discusses China’s economic priorities for 2026, focusing on consumption boosts and the troubled property market. They delve into the juxtaposition of optimistic tech investments against the harsh economic reality in China, and the implications of upcoming US-China trade dynamics on global markets.

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.

Alexandra Semenova discusses Netflix's potential shift to an all-cash offer for Warner Bros., emphasizing the competitive landscape with Paramount. Mandeep Singh reveals Meta's controversial job cuts in Reality Labs, redirecting towards AI while grappling with investor concerns. Matthew Boyle lays out a playbook for CEOs navigating Trump's political landscape, highlighting the increased risks and the need for direct engagement. Together, they unpack the intricate dynamics of media acquisitions and the evolving tech landscape.

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.

Andrejka Bernatova, CEO of Dynamix, dives into the investment landscape of Venezuela, highlighting the potential for smaller firms amid risks of nationalizations. Mandeep Singh, the tech research head at Bloomberg Intelligence, analyzes TSMC’s hefty capex aimed at catering to AI demands and the impact of recent semiconductor trends. Emily Green, from Ellevest, shares insights on financial planning and the evolving market landscape, focusing on shifts in AI stock concentration and anticipated geopolitical risks shaping investments for 2026.