Bloomberg Intelligence

Technology Analyst James Cakmak discusses the soaring results of Microsoft and Alphabet, exploring their financial performance, AI investments, and market implications. They compare Alphabet's strong performance with Intel's disappointing forecast and delve into Amazon's role in the Clockwise Core Equity and Innovation ETF.

David Kirkpatrick recaps Meta earnings, Ira Jersey discusses US interest rates, Barry Ritholtz talks market selloff, James Abate covers latest on markets. Topics include AI investments impact on Facebook, market responses to high inflation, Federal Reserve expectations and interest rates, economic analysis, market trends, and growth strategies in healthcare.

Jon Erlichman and Mandeep Singh discuss Meta's increased spending estimates, below-expectation sales, and futuristic tech bets. They analyze the impact on investors, the company's engagement struggles, AI initiatives, and maintaining dominance in the social media landscape.

George Ferguson discusses Boeing's cash burn and production issues, while Steve Man recaps Tesla's earnings. Mandeep Singh previews Meta's earnings and potential TikTok ban. Gregory Korte talks about the latest political polls. Jennifer Grancio shares insights on the ETF sector.

CEO Ross Gerber, Bloomberg columnist Max Chafkin, and Bloomberg's Ed Ludlow discuss Tesla's plans for more affordable models post-earnings miss. They analyze Elon Musk's impact, consumer reactions, and production strategies for improving stock performance.

Bloomberg Intelligence analysts delve into Apple's iPhone sales decline in China, Tesla's earnings preview, UPS profitability, and S&P Global US Composite PMI data analysis. Insightful discussions on market trends, company strategies, and economic indicators make for an engaging listen.

Guests from Bloomberg Intelligence discuss Tesla's price cuts, Verizon earnings, Salesforce's acquisition talks cooling off, and market outlook. Topics range from EV industry competition and future strategies to tech acquisitions, AI trends, and clean energy innovations.

Steve Man talks Tesla layoffs. Paul Gulberg discusses Blackstone earnings. David Crane and Pedro Pizarro share insights on energy and clean energy transition. Jeff Gustavson highlights Chevron's energy focus and collaboration for sustainable energy development.

Deborah Aitken discusses L'Oreal's sales surge, luxury market trends. Ethan Bronner talks about Israel's response to Iran. Geetha Ranganathan recaps Netflix earnings. Nicole Webb shares market outlook. Topics include luxury goods industry, Mideast tensions, streaming competition, tech earnings, Bitcoin investment potential, and market fluctuations.

Netflix's impressive first-quarter performance, exceeding subscriber and EPS expectations, prompts a shift in focus from subscriber numbers to revenue and profitability. The discussion includes Netflix's potential transition to a profit-centric company, exploring strategies for maintaining profitability, incorporating advertising, and navigating the competitive streaming landscape.