Bloomberg
Alphabet's Porat: US Lead on AI Not a Foregone Conclusion
Ruth Porat, president and chief investment officer at Alphabet and Google, says the US is "about a year plus ahead of China in AI models" as she discusses global leadership on artificial intelligence and how best for the US to regulate...
Bloomberg
Evercore: Less than 50% Chance of TikTok Ban
Mark Mahaney, Evercore ISI senior managing director discusses TikTok's potential US ban as the deadline for its parent company ByteDance to divest looms closer. He joins Tim Stenovec and Katie Greifeld on "Bloomberg Technology" to discuss.
Bloomberg
TikTok's Growing Advertising Base
Rachel Tipograph, foudner and CEO of MikMak, says she sees a shift in advertising and shoppers to other social media leaders if a TikTok ban were to occur. She joins Tim Stenovec and Katie Greifeld on "Bloomberg Technology" to discuss.
Bloomberg
Rathbun: Excitement Over AI Is No Longer a Dream
Anna Rathbun, CIO at CBIZ Investment Advisory Services says there is a lot more to look forward to in 2025 in regards to AI but warns that we need to see how it will impact "old economy" names. She joins Caroline Hyde on "Bloomberg...
Bloomberg
Needham Sees Acquisition Appeal for Roku
Laura Martin, Needham, Senior Entertainment & Internet Analyst speaks with Romaine Bostick and Alix Steel about the appeal of a company acquiring Roku.
Bloomberg
Seeing Signs of Profit Taking in Tech: Janus' Porter
Alison Porter, a portfolio manager from Janus Henderson's Global Technology Leaders Team, discusses the health of the tech sector amid earnings season. She speaks with Sonali Basak on "Bloomberg Technology."
Bloomberg
US Big Techs' Forward Guidance May Slow Down: Saxo CIO
Steen Jakobsen, chief economist at chief investment officer at Saxo Bank, discusses the prospects for the big US technology stocks so-called magnificent seven including Apple Inc. and Microsoft Corp. He also talks about US Treasury...
Bloomberg
Google Parent Alphabet Down Most in a Year
Alphabet Inc. shares tumbled the most in a year on Wednesday after the Google parent reported a smaller than expected profit in cloud computing, raising concerns about its position in a market critical to its future. Ed Ludlow...
Bloomberg
Alphabet Shares Fall After Cloud Unit Results Miss
Alphabet reported revenue and profit from its cloud business that missed analysts' estimates, raising concerns about the company's future growth. Mandeep Singh has more on "Bloomberg Markets: The Close."
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Bloomberg
Top Calls: Cloud Business a 'Little Choppy'
James Lee, Mizuho Americas Sr. US and China Internet Analyst, joins Romaine Bostick and Katie Greifeld to discuss the big movers on the back of analyst recommendations on Bloomberg Markets: The Close.
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Bloomberg
CFRA's Zino on US Tech earnings
Angelo Zino, Vice President and Senior Industry Analyst at CFRA Research, discusses his takeaways from Microsoft and Alphabet earnings. He speaks with Shery Ahn and Paul Allen on "Daybreak Asia".
Bloomberg
Google to Manufacture Pixel Smartphones in India
Alphabet Inc. says it will start producing Pixel 8 smartphones in India in time for sales in 2024. Sankalp Phartiyal reports on Bloomberg Television.
Bloomberg
YouTube Focused on the NFL Sunday Ticket Experience
Neal Mohan, chief executive officer of Alphabet Inc.'s YouTube, says that when it comes to live sports competition his focus remains on the NFL, not the NBA. He speaks to Lucas Shaw at "Bloomberg Screentime."
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Bloomberg
'Linear TV' Challenges Spurred Development of NFL+
Kraft Group Founder, Chairman, and CEO Robert Kraft talks about the NFL partnering with YouTube and Amazon and the development of NFL+. Kraft, who owns the New England Patriots, says "serious decisions" will have to be made about linear...
Bloomberg
Microsoft Tried to Sell Bing to Apple Around 2020
Microsoft Corp. discussed selling its Bing search engine to Apple Inc. around 2020, a deal that would have replaced Google as the default option on the iPhone maker's devices, according to people with knowledge of the matter. The Justice...
Bloomberg
EU's DMA Clampdown Targets Big Tech Services
European Union regulators revealed a list of 22 services Wednesday that fall under the EU's Digital Markets Act and are investigating whether Microsoft Corp.'s Bing and Apple Inc.'s iMessage should be exempt from the new rules. Sam...
Bloomberg
Alphabet's Wing CFO on Walmart Drone Partnership
Walmart is planning six-mile drone deliveries by teaming up with Alphabet's Wing unit at two Dallas-area stores. Wing CFO Shannon Nash joins Ed Ludlow and Caroline Hyde to discuss the significance of this partnership for the future of...
Bloomberg
The S&P 500 Seems Really Expensive, But Is It?
Are US stocks expensive, or does it only seem that way because a few companies are pulling up the S&P 500's valuation? Bloomberg Opinion's Nir Kaissar gives us the breakdown on how stocks are expensive even without the so-called...
Bloomberg
Breaking Down Meta's Earnings Beat
Meta Platforms revenue in the current quarter will be $32 billion to $34.5 billion. Analysts had predicted $31.2 billion. Second-quarter revenue was $32 billion, compared with analysts' average projections for $31.1 billion. Mandeep...
Bloomberg
Alphabet Taking Cloud Share from Microsoft: Newman
Daniel Newman, principal analyst at the Futurum Group, joins Caroline Hyde to weigh in on earnings results from Google's parent Alphabet and Microsoft, as well as the overall market for artificial intelligence technology. He speaks on...
Bloomberg
First Look With Surveillance: Fed Decides, Earnings
Dani Burger and Kriti Gupta take you through what to watch today.
Bloomberg
Alphabet Revenue Beats Estimates, Porat Promoted
Google parent Alphabet Inc. reported second-quarter revenue that exceeded analysts' expectations, boosted by advertising on the company's flagship search business. Meanwhile, Ruth Porat, the CFO is now going to become President and Chief...
Bloomberg
Tech Stocks Need to Justify Multiples, Says SoFi
SoFi Head of Investment Strategy Liz Young joins Caroline Hyde ahead of big earnings with Alphabet, Snap and Microsoft all reporting results this week. She discusses why she thinks companies will need to justify the multiples they are...
Bloomberg
Tech Will Be a Loser During Earnings Season: Suzuki
Dan Suzuki, Richard Bernstein Advisors Deputy CIO, is sounding the alarm on tech stocks and says "tech is going to be a loser" when it comes to earnings. He's on "Bloomberg the Open."
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