Brent Thill, Jefferies software and internet research tech sector lead, says Amazon’s earnings were not terrible, and the stock is cheap, but he says “this is not what anyone was hoping for.” Spending on property and equipment was more than expected. Thill says there’s been a lot of bad news from tech earnings this week. He speaks on “Bloomberg The Close.”
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:01:19 – Breaking: Samsung 3Q earnings miss estimates
00:08:39 – Fed holds rates, says more data will help December decision
00:14:35 – Franklin Templeton Institute’s Larry Hatheway on Fed rate path
00:28:23 – Investors digest wave of Chinese earnings
00:32:40 – BYD short interest falls to seven-month low ahead of 3Q earnings
00:36:49 – CLSA’s Sanjeev Rana on Samsung’s earnings miss
00:49:07 – Asia tech stocks dented by Samsung’s earnings
00:51:19 – Samsung says 2027 HBM supply volume sold out
01:00:40 – Exclusive: Henderson Land’s Andrew Fung on what to expect from Central Yards development
01:14:23 – Exclusive: Tencent’s Dowson Tong on addressing ‘leaky AI’ strategy
01:21:06 – Race Capital’s Alfred Chuang on AI buildout opportunities
01:29:48 – Pakistan’s sudden U-turn on airspace rights for Taiwanese airlines
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On Bloomberg This Weekend, Bloomberg Intelligence Senior Insurance Analyst Matthew Palazola breaks down Berkshire Hathaway’s third-quarter results, including a record $9.6 billion in share buybacks and weaker insurance earnings. Palazola tells hosts David Gura and Christina Ruffini that CEO Greg Abel is putting Berkshire’s massive cash reserves to work through buybacks, acquisitions and equity investments while maintaining the measured approach associated with Warren Buffett.
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“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Sydney and Hong Kong with Haidi Stroud-Watts and Annabelle Droulers, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

Chapters:
00:00:00 – Bloomberg: The Asia Trade begins
00:02:43 – Nvidia board probes Jensen Huang affair
00:07:25 – Asian markets at risk of pressure from Nvidia probe
00:16:11 – EXCLUSIVE: UBS CEO Sergio Ermotti on uncertainty around AI buildout
00:28:01 – Massey University’s Richard Shaw on New Zealand election results
00:36:12 – JAPAN AHEAD: Amundi Japan’s Hiromi Ishihara on Japan market sentiment, earnings
00:45:49 – Traders mull outlook for AI trade
00:49:18 – Markets open in Japan, South Korea
00:52:44 – Mizuho Securities Asia’s Sean Darby on post-midterms AI concerns
00:58:32 – Trump: Huang should stay on as Nvidia CEO
01:04:59 – EXCLUSIVE: UBS’ Greg Peirce on Australia business strategy
01:15:44 – EXCLUSIVE: Geopolitical Futures’ George Friedman on Nvidia spying probe, US-China strategy
01:25:58 – Nvidia espionage probe adds a wrinkle to tech’s rebound
01:29:17 – EXCLUSIVE: BYD’s Stella Li on Middle East expansion
01:32:36 – Stand-up comedy’s popularity grows in China
——–
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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:01 – Insight with Haslinda Amin Begins
00:01:54 – Nvidia CEO’s affair engulfs AI giant in China spying controversy
00:07:46 – Futurum Group CEO Daniel Newman on the risks to Nvidia from the investigation
00:14:49 – Asian stocks rebound from biggest selloff in more than 18 months
00:17:40 – Daniel Newman on why US investors may return to AI after the selloff
00:23:53 – Rubio sees no Iran breakthrough as Trump downplays new strikes
00:28:38 – Former US Deputy National Security Advisor Mara Rudman on conflicting US messages over Iran
00:34:59 – Mara Rudman on how Democratic control of Congress could constrain President Trump
00:41:47 – Indian stocks snap Diwali win streak in first drop since 2017
00:45:06 – BYD Executive Vice President Stella Li on looking for growth beyond China
00:48:01 – Nvidia CEO’s affair engulfs AI giant in China spying controversy
00:53:47 – Raj Singh on India’s growth outlook, oil risks and returning foreign flows
01:11:39 – Taiwan stocks jump as authorities move to stem market rout
01:20:07 – UBS Group CEO Sergio Ermotti says he is not overly concerned about the AI selloff
01:26:56 – Philippine growth loses momentum
01:30:19 – Comedian Des Bishop on the stand-up comedy boom in China
——–
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