Bloomberg Intelligence

Mandeep Singh, senior tech analyst, shares insights on Alphabet's strong earnings amid Meta's AI concerns. Sam Fazeli discusses Eli Lilly's challenges in the pharmaceutical market. Corey Cantor highlights the impact of U.S. presidents on EV fuel economy standards. Carmen Arroyo reveals the fragility of the commercial mortgage-backed securities market, particularly in U.S. office spaces. Alison Williams analyzes UBS's earnings, while Rhett Buttle emphasizes business leaders' roles in advocating for secure elections, showcasing the intersection of finance and civic responsibility.

Thomas Black, a Bloomberg Opinion columnist, delves into Boeing's latest union negotiations and discusses the potential impacts of a new pay proposal. Joanie Bily shares insights on the October U.S. jobs report, revealing trends in the labor market. Allan Schweyer highlights findings from a DEI work survey, emphasizing the demand for meaningful corporate change. David Wethe explores the U.S. oil industry's surprising productivity resurgence. Nathan Dean analyzes the political implications of the Harris vs. Trump scenario ahead of the elections.

Pat Gelsinger, CEO of Intel, leads a discussion that delves into the company's recent financial recovery and restructuring efforts. Joanne Feeney offers insights on the competitive landscape against AMD and NVIDIA. Ian King highlights the anticipated Gaudi 3 launch, emphasizing challenges in software and GPU capabilities. Tom Giles discusses how the upcoming election could impact the CHIPS Act and its bipartisan support. Together, they analyze Intel's strategic outlook amidst cost-cutting and the importance of growth in the semiconductor sector.

Ed Ludlow, Bloomberg Technology co-host, dives into the contrasting earnings of Intel and Apple. He highlights Intel's stronger-than-expected fourth-quarter forecast, sparking optimism despite its challenges in the PC market. In contrast, Apple faces concerns over disappointing sales figures in China and weak iPad performance. Ludlow also discusses the implications of Apple's new AI tools and executive transitions, offering insights into how these factors may influence future growth and market positioning for both tech giants.

Ira Jersey, Bloomberg's Chief US Interest Rate Strategist, delves into the latest PCE data and its implications for interest rates. Geetha Ranganathan discusses Comcast's potential cable spinoff amid subscriber losses and Peloton's leadership shakeup. Olaolu Aganga offers market outlook amid economic uncertainty, while Deborah Aitken analyzes Estee Lauder's struggles due to weak Chinese demand. Mandeep Singh reviews tech earnings from Meta and DoorDash, and Rania Sedhom highlights the legal battle involving AI music platforms and artists' rights.

Mandeep Singh and Anurag Rana, senior technology analysts at Bloomberg Intelligence, delve into the latest earnings of Microsoft and Meta. They highlight Microsoft's robust growth driven by AI investments in cloud computing and Office software. Meta's projection for the holiday quarter is strong, fueled by advancements in AI advertising, yet it faces challenges with financial losses in its Reality Labs division. The duo discusses the competitive landscape in AI and digital advertising, painting a vivid picture of tech’s evolving dynamics.

Woo Jin Ho, a Senior Technology Analyst, discusses the shocking resignation of Super Micro's auditor and its impact on the AI market. Alison Williams analyzes UBS's strong performance compared to European banks, showcasing its robust equities business. Sam Fazeli dissects Eli Lilly's disappointing earnings and the challenges they face with obesity drug demand. Mandeep Singh highlights Google's impressive performance in a competitive cloud market. Laura Davison shares insights on Puerto Rico's increasing political significance in U.S. elections, including recent controversies and voter integrity issues.

Mandeep Singh, a senior tech industry analyst at Bloomberg Intelligence, joins co-host Caroline Hyde from Bloomberg Technology to discuss Alphabet's impressive earnings. They dive into the remarkable 35% growth of Google Cloud, outperforming rivals like Microsoft Azure. The duo also explores the impact of AI on the competitive landscape and how YouTube continues to drive revenue through ads and subscriptions. Their conversation highlights the implications for other tech giants, as well as Alphabet's strategy amid regulatory scrutiny.

Michael Halen, a senior analyst at Bloomberg Intelligence, dissects McDonald's recent sales challenges, including an E. coli outbreak and competition pressures. Gene Munster shares insights on U.S. tech earnings, detailing the impact of AI on giants like Google. Neil Grossman offers a market outlook influenced by the upcoming elections, while Ellen Wald discusses how geopolitical factors are affecting global oil prices. Their conversations reveal dynamic strategies within the food and tech sectors, providing a roadmap for investors navigating current economic terrain.

Shana Sissel, President of Banríon Capital, shares her insights on the financial market outlook. George Ferguson, a senior analyst, discusses Boeing's $19 billion share sale amidst liquidity challenges and a striking workforce. Steve Mann highlights Volkswagen's planned closure of three factories due to global competition and shifting sales dynamics. Kirsten Fontenrose analyzes recent Middle East tensions. Additionally, RJ Gallo and Rhett Buttle explore the upcoming elections' impact on fixed income markets and civic engagement by business leaders.