Shirley Zhao

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, 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.

Mandeep Singh, Global head of tech research at Bloomberg Intelligence, discusses how the surge in AI workloads is impacting cloud giants like CrowdStrike and Snowflake. He analyzes Salesforce's AI strategy and the competitive landscape. Shirley Zhao, a consumer reporter in Asia, reveals the rise of LaBubu, a viral toy sensation linked to China's economic shifts, and dives into Pop Mart's blind-box culture, its stock performance, and the potential threats from counterfeits and regulatory scrutiny.