logo
episode-header-image
Apr 2024
12m 10s

Bonus Daybreak Special: Google, Microsof...

bloomberg
About this episode

Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off.  For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. 

See omnystudio.com/listener for privacy information.

Up next
Yesterday
MP Materials Strikes Deal With Pentagon to Build US Rare Earth Magnet Supply Chain
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.MP Materials rose as much as 60%, the most intraday since the company’s IPO in 2020, after the firm struck a multibillion dollar public-private deal with the US Department of Defense to build a new magnet plant ... Show More
47m 42s
Yesterday
ICYMI: Hybrid Works Persists
IWG, formerly known as Regus, is a global provider of flexible workspace solutions. They offer a wide range of office solutions including serviced offices, co-working spaces, and virtual offices under various brands like Regus, Spaces, and Signature by Regus. IWG merged its digit ... Show More
8m 27s
Jul 9
Yaccarino Stepping Down as CEO of Musk’s X After Two Years
Linda Yaccarino, who was hired two years ago by Elon Musk as chief executive officer of X, is stepping down less than three months after the social-media platform was absorbed by Musk’s artificial intelligence startup, xAI.“After two incredible years, I’ve decided to step down as ... Show More
32m 38s
Recommended Episodes
Apr 2024
Bonus Daybreak Special: Google, Microsoft Earnings with Gene Munster and Dan Ives
Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off.  For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partne ... Show More
12m 10s
Dec 2023
Wedbush Securities Analyst Dan Ives Talks Tesla Recalls
Wedbush Securities Analyst Dan Ives discusses the recall of 2 million Tesla cars and his expectations for exponential growth of the major tech stocks thanks to AI. He speaks with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information. 
5m 14s
Jan 2024
Alphabet and Microsoft earnings, Neuralink's Brain Implant
Bloomberg's Caroline Hyde and Ed Ludlow look ahead to Alphabet, AMD, Microsoft earnings and the impact of AI on their earnings. Plus, Elon Musk's Neuralink puts its brain implant technology in its first patient.See omnystudio.com/listener for privacy information. 
39m 24s
Jan 2024
Larry Fink Talks BlackRock Earnings and the Future of Investing
BlackRock Chairman and CEO Larry Fink discusses the firm's fourth-quarter earnings report, moving into ETFs and the impact of politics on investing. He speaks with Bloomberg's David Westin. See omnystudio.com/listener for privacy information. 
13m 9s
Oct 2023
Riskiest Junk-Bond Bets Pay Off; the AI Explosion
Fortune favors the bold in credit markets this year, with the biggest returns coming from the highest-risk debt. To analyze why and what’s next, we’re joined by Gowri Gurumurthy, a veteran high-yield bond reporter at Bloomberg News. Triple C rated bonds and leveraged loans are po ... Show More
39m 37s
Jun 2024
HPE CEO Antonio Neri Talks HPE Shares Trading
Company CEO, Antonio Neri discusses HPE shares trading at a record high after better-than-expected revenue was reported due to sales of servers built for artificial intelligence work. He joins Bloomberg's Ed Ludlow and Caroline Hyde.See omnystudio.com/listener for privacy informa ... Show More
7m 32s
Jun 2021
Dan Ariely on How To Win Big by Betting on Human Capital
Dan Ariely is one of the most famous behavioral economists in the world. And in his latest act, he's attempted to apply his research to investing. His five-year-old firm Irrational Capital searches out companies that foster human capital: that companies which do a better job of n ... Show More
43m 28s
Jul 2023
Summers and Rattner on the Future of AI
Larry Summers, Former US Treasury Secretary and Steve Rattner, Willett Advisors Chairman and CEO, discuss the future of Artificial Intelligence. They speak with Bloomberg's David Westin. See omnystudio.com/listener for privacy information. 
6m 28s
Dec 2019
Bank capital rules, peer-to-peer lenders and Goldman for the masses
Patrick Jenkins and guests discuss whether regulators are easing up on bank capital rules, tough times for UK peer-to-peer lenders, and why Goldman Sachs is planning to bring wealth management to the masses. With special guest Harald Benink, professor of banking and finance at Ti ... Show More
17m 34s
Jul 2021
Ready, steady, pitch! Analysts on their most exciting investment trends
In this month's Rich Pickings three of Fidelity's equity analysts pitch what they think is the most exciting investment opportunity in their sector to a critical panel of portfolio managers.  Richard Edgar adjudicates as analysts Johnny Tseng, Emma Newey, and Alex Laing as they p ... Show More
39m 36s