Business
Amazon’s Cloud Slowdown Fears
Anurag Rana, Senior Technology Analyst for Bloomberg Intelligence breaks down the recent market scare as Amazon projects slower cloud growth
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Business
Trump making “major mistake” with Nvidia chips to China, says Burns #shorts #china #nvidia #ai
Former US Ambassador to China Nicholas Burns tells David Gura President Trump is “making a major mistake” by allowing Nvidia to sell its products to one of the US’s biggest rivals, China https://bloom.bg/3SQPXSd
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Rep. Michael McCaul says Ukraine is gaining momentum on the battlefield but urgently needs more Patriot interceptors and stronger air defenses to counter Russia’s escalating missile attacks. He urges deeper US-Ukraine defense cooperation, including licensed Patriot production and joint drone development, while arguing sustained military pressure offers the best path to negotiations with Russia.
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Nuveen Head of Fixed Income Strategy Tony Rodriguez, State Street Global Head of Gold Strategy Aakash Doshi, Coresight Research Founder & CEO Deborah Weinswig, Principal Venture Partners Founder & Managing Partner Songyee Yoon, Alphasimplex Chief Research Strategist Katy Kaminski, Principal Asset Management Chief Investment Officer & Global Head of Equities George Maris, Morgan Stanley Equity Research Managing Director Alex Straton, MNTN CEO Mark Douglas, & Former HUD Sectretary Henry Cisneros.
Chapters:
00:00:00 Bloomberg The Close
00:01:12 Fed Minutes, Inflation Fears & Rising Treasury Yields
00:03:26 Nuveen on Bonds, Inflation & AI Debt Issuance
00:10:14 State Street on Gold, Geopolitics & the Fed
00:16:21 Top Calls
00:17:40 Levi’s Earnings Preview: Beyond Denim Growth Strategy
00:23:22 AI Infrastructure: Are Hyperscalers Overspending?
00:30:53 Stock of the Hour: Alibaba’s AI & Cloud Comeback
00:36:39 AlphaSimplex on Volatility, Oil & Inflation Risks
00:43:13 Closing Bell
00:46:35 Energy Stocks Rally While Airlines & Travel Sink
00:54:21 Post-Close: Tech Volatility and AI Leadership
00:56:30 Principal Asset Management on Navigating Market Volatility
01:02:05 Levi’s Earnings Beat: Guidance Raised
01:02:35 Morgan Stanley’s Retail Outlook for Earnings Season
01:08:28 Meta’s Cloud Ambitions & AI Infrastructure Debate
01:20:27 Toyota Expands U.S. Manufacturing in Texas
01:28:26 What to Watch
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Bloomberg’s Nic Querolo joins Katie Greifeld on “Bloomberg Real Yield.” After decades of drawing in tens of thousands of new residents as gleaming apartment towers rose near the Hudson River waterfront across from Manhattan, Jersey City has suddenly found itself teetering on the financial brink.
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“The next for them will obviously be data centers in space… And there’s only one company in the world that can pull that off, SpaceX,” says Marathon Asset Management CEO Bruce Richards.
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@Bill0102
January 7, 2024 at 11:51 am
Intrigued by your ideas. They resonate with a transformative book I once read. "AWS Unleashed: Mastering Amazon Web Services for Software Engineers" by Various Authors
@theaouch4749
January 7, 2024 at 11:51 am
Cloud is doing something using someone else computer.
@Nolsie
January 7, 2024 at 11:51 am
outsourcing will beat their costs like most other industries. Their core customers are also many many zombie companies and unsustainable businesses.
@hemshah1567
January 7, 2024 at 11:51 am
Azure taking over because of the holistic enterprise package provided by Microsoft
@MarkTorres-wz2kp
January 7, 2024 at 11:51 am
Coca cola rounds up on there packing when disclosing the amount of calories. It's actually 139.92 calories in a 12 FL OZ can not 140 calories like Sprite. There always 10 calories less than Pepsi.
@ctrl-shift-run8681
January 7, 2024 at 11:51 am
AWS still powers a lot of the Internet but Azure and GCP are catching up. Not to mention the China cloud players. Alibaba just cut their prices recently.
@cale583
January 7, 2024 at 11:51 am
prime movies been killing my internet speed. F's with my router slows it down every time i run a movie on amazon, then forced to restart router/modem to get modem running fast again.
@jimbojimbo6873
January 7, 2024 at 11:51 am
Cloud is literally just data storage, it’s not going to improve your business performance lol it just a cost and security play
@serenditymuse
January 7, 2024 at 11:51 am
Cloud is old now. Much more competition now. AWS can't keep same percentage of it. AWS is now the IBM of the space. It needs to look out for the up and coming scrappy "Apple" equivalents. Companies and especially startups are starting to distrust major corporate clouds and their costs compared to buying VPS and other services a la carte and rolling it into something more customized, flexible, lean and of more predictable costs.
@yoni7771
January 7, 2024 at 11:51 am
Superb
@sneibarg
January 7, 2024 at 11:51 am
That's a broad statement to suggest businesses should not be running their own data centers. Definitely dude is selling something.
@manuvns
January 7, 2024 at 11:51 am
I want free could or may be 1$ is it posible ?
@dancovrboski9135
January 7, 2024 at 11:51 am
11dnot vo prilep pivest severna mmakedEvropa USA
@thebigeazye3000
January 7, 2024 at 11:51 am
I updated my brain to THE CLOUD. Now when I die, I can continue in THE CLOUD. While I am alive, I can be connected to THE CLOUD via my cell phone. I AM CYBORG, beeepeeepeep
@michaelwoodsmccausland5633
January 7, 2024 at 11:51 am
It is a global utility
@michaelwoodsmccausland5633
January 7, 2024 at 11:51 am
Mimosa Tech
@michaelwoodsmccausland5633
January 7, 2024 at 11:51 am
A Zero Platform is emerging
@michaelwoodsmccausland5633
January 7, 2024 at 11:51 am
The Indigenous Medicinal Cannabinol R&D Agriculture Industry has been monopolized MWM
@michaelwoodsmccausland5633
January 7, 2024 at 11:51 am
They are out dated models