AI Investment & Market Concerns - The market is drawing parallels between the current AI boom and the late 1990s internet boom, cautioning against excessive enthusiasm and the need for diversification [2][8] - Concerns exist regarding potential obstacles to continued AI CapEx boom, including access to rare earth elements and productivity gains [2][3] - A potential slowdown in AI investment could occur if companies don't see significant productivity gains from their investments [4][7] - NIMBY (Not In My Backyard) movement related to data centers and rising electricity costs could pose macro risks to AI build-out [4][5] - Michael Barry's perspective suggests that excessive capital expenditure and slowing cloud growth may lead to a market correction [6] Consumer Spending & Economic Outlook - Consumer weakness is observed, especially among lower and middle-income consumers, as indicated by Chipotle's earnings call [9][10] - White-collar job layoffs could impact middle to higher-income consumers, potentially creating a larger economic problem [11] - While higher-income consumers may drive a strong holiday quarter, vulnerabilities exist, particularly sensitivity to stock market performance [12][13] - A stock market sell-off could reduce high-end consumer spending [14] China Investment Opportunities - Diversification into China is suggested, given different risks and vulnerabilities compared to the US [8][14] - Many attractive companies in China with lower valuations are part of the AI food chain and CapEx spending [16] - AI development in Asia is in earlier stages, offering a longer runway for investment [16]

That's so interesting. Right. You just heard Natalie talking about Uber bringing in new products that hurts profitability.Your strategy seems to me to be like more affordable products for a wider audience base, customer base. But you're doing it in a way that is accretive to your bottom line. How have you done that.That's right, Dad. We went on point in terms of strategy, making our product more affordable, and we really widened the top of the funnel for us. If you look at the third quarter, we have now 48 ...

We're trying to tabulate and tally who's voted no so far ahead of November six. Norway's sovereign wealth fund is the ninth largest test household shareholder, I believe. Hence why we're saying this is the the biggest no vote so far.Yeah, that's right. And they were pretty diplomatic about it. They they praised the the value that Musk has created over the years.They refer to him as, you know, having played a visionary role. And yet they're concerned just about this sort of magnitude of of of this award abou ...

Tell us about why Palantir is just outperforming is peerless in your perspective. So first, thank you so much for having me here. I'm happy to share this with you, too.And I think Palantir has proven that has been the winner of this implementation. And I mean, not only about like investment, but actually the growth they are unlocking. The customers actually go into them because they can prove that they can actually extract value from this AI implementations.And it doesn't only stop with those customers, but ...

ANNOUNCER: "BLOOMBERG TECHNOLOGY" IS LIVE FROM COAST-TO-COAST. WITH CAROLINE HYDE AND ED LUDLOW.CAROLINE: THIS IS "BLOOMBERG TECH" $. AMAZON’S CLOUD UNIT AND COMPUTING POWER. PLUS THE PIVOT FROM SMARTPHONES TO ELECTRIC VEHICLES MAY HAVE COME AT A HUMAN COST. DEFENSE TECH SPENDING IS RAMPING UP BUT FIRST WE CHECK ON THE MARKETS, ALSO RAMPING UP. NOT QUITE AT A RECORD HIGH FOR THE NASDAQ 100 BUT WE ARE UP .4% FOR THE BIG TECH BENCHMARK AS WE FOCUS IN ONCE AGAIN ON EARNINGS AND A NEVER-ENDING DESIRE FORAY COMP ...

You are a retail investor in Tesla and you're very active within the community of Teslarati or Tesla retail investors more broadly. Professor Anderson But just lay it out for us as an active investor. Talk to us about the goals, the milestones, how you interpret them, as well as being a professor in corporate governance.Are they that hard to achieve for Musk to get what could be up to $1,000,000,000,000 in pay. Yeah. Well, thank you for having me on.I mean, there's been a lot of talk about how large the pot ...

Data Center Investment & Financing - The data center sector is attracting significant investment due to high demand, particularly driven by AI applications [3][4] - Companies are strategically using debt markets and internal cash flow to finance data center investments, balancing future growth with current financial flexibility [1][2] - Private credit markets are actively seeking opportunities to deploy capital in data center projects [3] - Off-balance sheet financing for data centers is acceptable as long as it is transparent and factored into company valuations [5] Market Dynamics & Competition - A "fear of missing out" (FOMO) mentality is driving competition among players in the data center space, leading to rapid investment [8] - Valuations in the AI and data center sectors are high compared to historical norms, reflecting short-term sentiment but also long-term growth potential [9][12] - The number of S&P 500 companies with the expertise and resources to capitalize on AI is limited, concentrating investment in a few key players [11] Geopolitical Considerations - Geopolitical tensions, particularly between the US and China, continue to influence the AI and technology sectors [14][15][16] - Discussions regarding international governance of AI are ongoing, highlighting the strategic importance and national security implications of AI [16]

And hundred 40 billion is what the math reads out as of what that holiday quarter will look like. Important when April is a 50th anniversary. It's quite interesting.They normally, in the last half a decade or so since the beginning of Covid haven't really given guidance. But for this holiday quarter they're back to that. So they said that the quarter would grow 10 to 12%, that's the current quarter, the holiday period, and that comes in anywhere between around 135 to 139 billion.Typically when they've given ...

It's a deeply reported story through the bravery of a widow who is convinced that it was his work schedule that in many ways contributed to his death at the age of 34. Peter. That's right.So Wang was one of the key managers as Show Me, the company best known for its smartphones, decided that they were going to push into electric vehicles. The founder late June said this was going to be one of his last strategic plays for the company. He had really earned a fantastic reputation for himself in the smartphone ...

AI and Technology Investment - The industry views AI as a significant productivity driver, with companies well-positioned to capture its potential and serve as platforms for economic growth [2] - The industry anticipates new AI use cases beyond chatbots, envisioning thousands of agents per company making decisions and unlocking labor potential [3] - The industry highlights the risk of under-investing in AI, emphasizing the need to keep pace with customer demand for compute capacity [9][10] - The industry believes that companies finding success in AI are seeing tremendous promise, encouraging further investment and expansion [13] Company Performance and Strategy - The industry acknowledges Amazon's strong earnings report and momentum, recognizing its potential to leverage AI in e-commerce and as an infrastructure provider [5] - The industry views Meta's capital expenditure as a long-term investment, anticipating returns despite short-term market digestion of increased CapEx and depreciation [7][8] - Microsoft's collaboration with neo cloud providers is seen as a flexible and nimble approach to expanding data center capacity and meeting demand [11][12] - The industry suggests investing in areas with scarcity and where performance depends on critical components like memory, highlighting the potential for companies like Micron to compound value over time [14][15] Financial Considerations and Risks - The industry acknowledges that valuations are elevated and companies need to sustain growth [20] - The industry notes that debt financing by companies like Alphabet is novel but reasonable given their strong cash generation and the long-lived nature of infrastructure assets [16][17] - The industry recognizes potential macro headwinds, including government shutdowns, but views them as temporary [19][20]