In this engaging discussion, Spencer Soper, a seasoned Bloomberg journalist with extensive expertise in e-commerce, dives into the rise of Temu as a major competitor to Amazon. He outlines how Temu has leveraged tariff loopholes to offer rock-bottom prices, drawing in budget-conscious consumers. The conversation also unpacks the ramifications of recent trade policy changes on Temu and similar platforms, highlighting the potential fallout for American shoppers as competition and pricing dynamics shift amidst evolving regulations.

Spencer Soper, a Bloomberg reporter with over a decade of experience covering e-commerce giants, shares insights on Temu's explosive growth as a major competitor to Amazon since its 2022 launch. The discussion reveals how Temu's ultra-low prices attract price-conscious consumers. Soper explains the implications of Trump's tariff changes, exploring how they could raise costs for American shoppers and challenge Chinese retailers. The conversation dives into the evolving e-commerce landscape amid rising trade tensions and their potential impact on consumer choices.

Spencer Soper, a Bloomberg News Technology and E-Commerce Reporter, dives into the explosive rise of Temu and how it’s reshaping the retail landscape. Zach Dell, CEO of Base Power Company, discusses innovative home energy solutions amidst challenges in the Texas power grid. Vineet Jain, CEO of Egnyte, shares insights on how China tariffs are shaking up the enterprise tech market. Finally, JJ Kinahan, CEO of Tastytrade at IG, offers sharp market analyses and effective trading strategies. Tune in for a blend of tech, energy, and market dynamics!

Janet Mui, head of market analysis at RBC Brewin Dolphin, discusses the $13 billion surge in China's chip sector, fueled by government support and shifting investor sentiment. Jordan Robertson sheds light on the alarming cyber attack on American Water Works and the implications for infrastructure security. Spencer Soper explains Amazon's push for a full return to office life to safeguard its company culture. Meanwhile, Mark Gurman analyzes Apple's evolving product strategy amid changing market conditions and skepticism about new iPhone models.

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.