Bloomberg Intelligence

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.

Lee Klaskow, a Senior Transport Analyst, analyzes UPS's positive earnings, highlighting strategic shifts that fuel cautious optimism in logistics. Michael Halen, Senior Restaurant Analyst, discusses Starbucks' recent sales decline and leadership changes under CEO Brian Nickel. Geetha Ranganathan, a US Media Analyst, explores the implications of Disney's leadership succession plans. Kiel Porter reports on safety issues at Rivian's plant, while John Butler examines the earnings landscape for AT&T and Verizon. Finally, Chris Gadomski shares insights on future advancements in nuclear reactor technology.

Joanne Hsu, Surveys of Consumers Director at the University of Michigan, discusses the recent rise in consumer sentiment and its economic implications. Nathan Dean, Senior Policy Analyst, analyzes how the U.S. election may impact key industries. Victoria Fernandez, Chief Market Strategist, provides insights on market trends. Deborah Aitken, Luxury Goods Analyst, outlines the consequences of a court ruling on Tapestry's acquisition. Justina Lee shares tax-aware strategies for wealthy investors looking to minimize taxes.

Craig Trudell, Bloomberg's Global Autos Editor, discusses Tesla's impressive quarterly earnings that caused a stock surge and hints at future growth prospects. Jessica Kriegel, Chief Scientist of Workplace Culture at Culture Partners, highlights Boeing's labor contract issues and the cultural shifts influencing the company. Lee Klaskow analyzes UPS's earnings, shedding light on changing consumer behaviors. Finally, Terence Kawaja delves into the transformation in the digital ad tech industry, exploring the impact of AI and the evolving landscape.

In this discussion, industry expert Ross Gerber, CEO of Gerber Kawasaki, and Bloomberg Technology cohost Ed Ludlow delve into Tesla's impressive earnings beyond Wall Street expectations. They analyze the rebound in demand for electric vehicles and the company's projected growth in vehicle deliveries. The conversation also highlights the impact of declining production costs, the need for focused leadership amid political distractions, and the implications of new product strategies on Tesla's market standing. Expect engaging insights about the future of the EV giant!

Michael Halen, a seasoned analyst in the foodservice industry, discusses the implications of a recent E. coli outbreak at McDonald's and its effects on consumer trust. George Ferguson shares insights into Boeing's struggles with debt and cash flow amid their latest earnings report. Carol Pepper provides a market outlook focused on growth stocks, while Wendy Thomas, CEO of SecureWorks, talks about their acquisition by Sophos and the evolving cybersecurity landscape. Kiel Porter highlights safety challenges at Rivian's manufacturing plant.