Bloomberg Daybreak: US Edition

On today's podcast: 1) NYPD Clears Protesters Occupying Columbia’s Hamilton Hall 2) Amazon Reports Strong Cloud Unit Sales on Rising AI Demand 3) Fed to Signal Delay of Interest-Rate Cuts See omnystudio.com/listener for privacy information.

Bloomberg analysts Poonam Goyal and Anurag Rana discuss Amazon's strong cloud unit sales growth due to rising AI demand, exploring the impressive operating margins, scalability, and regulatory risks. They delve into AI's impact on e-commerce growth, Amazon's dominance across sectors, and the complexity of analyzing the company's performance and potential concerns.

Campus protests at Columbia University intensify as students occupy a building, while HSBC CEO unexpectedly steps down after 5 years. The podcast also covers a range of topics including White House pressures on Hamas, CEO resignations, Amazon's upcoming earnings, AI efforts, and job cuts at Tesla.

Former Paramount CEO Bob Bakish steps down, leading to a diverse leadership team. Discussions on potential sale, value creation, financial performance, and speculated acquirers like Skydance. Top executives take over Paramount amidst potential takeover talks and controversy over valuation in Paramount acquisition.

US Steps Up Efforts for Gaza Truce, Musk Overcomes Tesla Driving System Hurdles, Stocks Rise with Fed Focus

The podcast discusses next week's Fed meeting and Apple earnings, the Vienna Conference on Autonomous Weapons Systems, and previews Samsung earnings. Topics covered include potential rate cuts by the Fed, challenges in the Chinese market for Apple, and the rise of autonomous weapon systems.

Gene Munster and Dan Ives discuss the positive earnings results of Microsoft and Google, focusing on AI and cloud computing investments. They explore increased AI spending, Apple's AI potential, tech giants' strategies, and the future of AI in big tech companies.

Stocks gain on tech rally, Supreme Court wary of Trump immunity, Anglo rejects BHP bid as undervalued. Financial updates on Alphabet and Microsoft, NFL draft recap, tech giants' AI and cloud earnings race, market narrative analysis and upcoming data release.

Technology Analyst James Cakmak discusses the impressive earnings results of Alphabet and Microsoft, comparing their financial strategies and market performance. The podcast explores the impact of AI investments on stock prices, Snap's surge, tech market trends, and Amazon's growth potential within the Clockwise Core Equity and Innovation ETF.

On today's podcast: 1) Meta’s Miss Sparks Fear in Tech World With Big Earnings Looming 2) Supreme Court arguments on Donald Trump and presidential immunity 3) BHP Targets Anglo American in Bid Valuing Miner at $39 Billion See omnystudio.com/listener for privacy information.