Mandeep Singh, a Senior Technology Analyst at Bloomberg Intelligence, and James Cakmak from Clockwise Capital dive into the latest earnings from Tesla, Microsoft, and Meta. They explore Microsoft’s cloud revenue struggles amidst fierce competition, and the rising role of AI in their strategy. Meta's mixed financial outlook and the implications of their AI investments are also discussed. The duo reflects on how these tech giants navigate the evolving AI landscape, emphasizing the impact of DeepSeek insights on future market dynamics.

Mandeep Singh discusses iPhone shipment decline in China, while Michael McKee analyzes Baltimore bridge collapse's economic impact. Dana Peterson shares consumer confidence data, and Carol Schleif discusses market outlook. Topics include Apple's struggles in China, AI collaboration, trade shipping challenges, supply chain disruptions, consumer concerns on inflation, and investment strategies.

Mandeep Singh, a Senior Tech Industry Analyst, and Leah Nylen, an Antitrust Reporter, dive into the U.S. government's antitrust case against Google, exploring the possibility of breaking up the tech giant and its implications. Mark Gibson discusses the complexities unfolding in commercial real estate amidst Federal Reserve policies. John Kotek shares insights on Microsoft's collaboration with Constellation Energy, highlighting nuclear energy's resurgence. Max Wasserman analyzes market reactions to recent CPI figures and Fed maneuvers, providing a comprehensive view of the economic landscape.

Gene Munster, Sara House, Mona Mahajan, Mandeep Singh, and Anurag Rana discuss tech earnings, breaking jobs, Apple's cash flow, Meta's success and growth, implications of the latest jobs report, challenges and expectations in China, Meta's success in digital advertising, Apple's innovation trend and short-term growth prospects, tech companies' mention of AI on conference calls, VR headsets, trading platforms, cybersecurity, the resurgence of the cruising industry, and reflections on the pandemic's impact.

Brian Levitt, Inveso Global Market Strategist, says we are close to the end of the tightening cycle. Mandeep Singh, Sr. Technology Analyst for Bloomberg Intelligence on Nvidia's march toward $1 trillion market value. Greg Valliere, Chief US Policy Strategist at AGF investments says, House Speaker Kevin McCarthy is a "serious player" following the weekend's debt ceiling negotiations. Katy Kaminski, Chief Research Strategist at Alphasimplex says, she's looking for a breakout in US treasury yields. Lee Ferridge, Head of Macro Strategy at State Street, says sterling/US dollar will hit $1.15 by the second half of this year.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Mandeep Singh, a Senior Tech Analyst for Bloomberg Intelligence, and Simona Mocuta, Chief Economist at State Street, dive into the latest tech earnings, highlighting Meta's stellar performance and its implications for the market. They discuss Google's advertising strategies amid legal challenges and the transformative impact of deep learning on the semiconductor and software sectors. Additionally, they tackle economic resilience following a surge in personal spending, political maneuvering in Washington, and even share lighthearted musings about avocado prices and guacamole culture.

Jeremy Stretch breaks down the ECB's decision, Lindsey Piegza discusses fast-paced US GDP growth, Ed Mills predicts no government shutdown, Mandeep Singh highlights AI as a focus for Big Tech

Jon Erlichman and Mandeep Singh discuss Meta Platforms Inc.'s increased spending and below-expectation sales, sparking investor concerns. They analyze Meta's stock performance, AI investments, market response, user growth, advertising ecosystem, and investor expectations.

Ed Hyman, Chairman of Evercore ISI, shares his market predictions and discusses the likelihood of an impending recession. Wendy Schiller, a Brown University professor, analyzes the upcoming Trump-Harris debate and their economic proposals. Mandeep Singh, Senior Tech Analyst at Bloomberg Intelligence, offers insights into the Nvidia probe and its potential effects on tech markets, alongside a preview of Apple's event. This lively conversation covers important economic indicators and the evolving landscape of U.S. politics.

Experts Mandeep Singh, Jamie Tarabay, Jordan Robertson discuss global IT chaos due to software update crash, impacting various sectors. Helane Becker details airline industry disruptions. Nikki Baird shares back-to-school shopping outlook. Tracie McMillion reflects on market factors and Fed's decisions.