Melissa Otto

Cristina Lindblad, Global Economics Editor, analyzes how Trump's presidency could reshape economic and foreign policies. Fran Katsoudas from Cisco discusses the company's strategic responses to changing U.S. government policies. Mark Gurman shares insights on Apple's innovative satellite connectivity for its smartwatch. Rob Thummel provides a deep dive into the evolving electric vehicle market landscape. Lastly, Melissa Otto evaluates the influence of tech stocks on the S&P 500's performance, especially highlighting NVIDIA's impact.

Melissa Otto, Head of TMT Research at Visible Alpha, shares insights on Big Tech's 2025 landscape, discussing upcoming challenges and an anticipated product upgrade cycle. Julie van Ullen, Chief Revenue Officer at Rakuten, analyzes changing consumer behaviors, emphasizing the impact of early holiday shopping and value-driven purchases. They explore the evolving dynamics between e-commerce and brick-and-mortar stores, and how retailers must adapt to meet the demands of savvy consumers, particularly Gen Z.

Quincy Krosby, Chief Global Strategist at LPL Financial, shares insights on the recent market selloff and questions if the Fed is falling behind. Anjee Solanki, National Director of Retail at Colliers, discusses how weakening consumer behavior might influence future retail sales and potential rate cuts. Melissa Otto, Head of TMT Research at S&P Global, analyzes the tech selloff's impact on the NASDAQ and the possibility of a rebound. Together, they unpack the current market dynamics, unemployment trends, and the economic implications ahead.

Neil Grossman discusses rate outlook and inflation expectations, Melissa Otto talks tech bubble vs big tech, Steve Hanke examines dollar strength and inflation path, Anjee Solanki previews retail sales and consumer health

Melissa Otto, Head of TMT Research at S&P Global, joins Mark Gurman, Bloomberg's Chief Tech Correspondent, along with reporters Spencer Soper and Mark Matthews. They dive into the mixed earnings reports from tech giants like Apple and Amazon, discussing the implications of AI investments and the advertising landscape. Intel struggles with a major stock drop while Apple faces challenges in China. Amazon showcases strong AWS growth but grapples with e-commerce competition, revealing the complexities of balancing investment and profitability.