This is Guru Focus Market Today, your afternoon market brief for Monday, July 27. Here's where things stand. Apple has reclaimed its position as the world's most valuable company, surpassing Nvidia as investors shifted focus to the iPhone makers disciplined capital expenditures during a broader tech sector sell-off.Apple's market capitalization once again leads the global rankings, reflecting renewed confidence amid volatility in semiconductor stocks. Turning now to the broader markets, the S&P 500 slipped ...

Join Qualtrim, the stock analysis platform I built and use, and join over 13,000 other paying members: https://www.qualtrim.com/ 00:00 Introduction 03:01 PayPal Stock 08:33 S&P Global Earnings 12:36 Visa and Mastercard 17:16 FICO and Robinhood 19:38 Meta and Microsoft Earnings 27:05 The Three Layers of AI 37:05 ASML and China’s Chip Machines 39:11 AI, Hiring, and the Future of Jobs 41:52 Fail Of The Week: Paramount’s Warner Bros. Merger Problem -Disclaimer Some of the links below are affiliate links, I can ...

Big tek summer ☀️Meta, Microsoft, and Amazon report earnings this week 🚨Are you ready? ...

>> THIS IS BLOOMBERG BUSINESSWEEK DAILY, REPORTING FROM THE MAGAZINE THAT HELPS GLOBAL LEADERS TO STAY AHEAD WITH INSIGHT ON THE PEOPLE, COMPANIES, AND TRENDS SHAPING TODAY'S COMPLEX ECONOMY PLUS GLOBAL BUSINESS, FINANCE, AND TECH NEWS AS IT HAPPENS. BLOOMBERG BUSINESSWEEK DAILY WITH CAROL MASSAR AND TIM STENOVEC ON BLOOMBERG RADIO, TELEVISION, AND BLOOMBERG ORIGINALS. >> IS VERY GOOD AFTERNOON, EVERYBODY.WE ARE CROSS BLOOMBERG PLATFORMS. IT IS MONDAY, JULY 27, 2026. TIM: THIS IS IT.CAROL: SUMMER IS OVER. I ...

The reality is like anthropic and open AI they're playing a whole different game that no one will compare from a model perspective to where they are especially when you think on the open source side. I think the investors maybe industry everyone keeps waiting for some crack in the armor. The reality is is that what's going on guys.Today we've got a very special treat. We have Dan Ies the legend himself here in the studio. He is now the partner and senior managing director at Yorkville Ives.It's a brand new ...

I spoke to a source who was briefed on Sam Altman's plans. The OpenAI CEO, from what we're hearing, does plan to preview the company's newest family of models. Altman has a handful of meetings this week with Trump administration officials.I'm told he's meeting with senators and economists from both sides of the aisle. I am also told that Altman does plan to focus on the idea of AI teams, as they're describing it, with policy makers. So, think of a fleet of agents working autonomously versus just chatbots in ...

>> BLOOMBERG TECH IS LIVE FROM THE HEART OF SILICON VALLEY WITH ED LUDLOW IN SAN FRANCISCO. ED: THIS IS BLOOMBERG TECH. COMING UP, WE SPEAK TO NVIDIA CEO JENSEN HUANG AS THE AI INDUSTRY GETS BACK TO TALKING CIRCULAR FINANCING.PLUS, APPLE TAKING ON META IN THE SMART GLASSES DEPARTMENT. THE BIGGEST WEEK OF THE YEAR SO FAR FOR BIG TECH EARNINGS. MICROSOFT, META, AMAZON COMMIT MANY MORE ON DECK.THE TECHNOLOGY WORLD IS TALKING ABOUT CIRCULAR FINANCING AGAIN. 750 BILLION IS THE POTENTIAL VALUE OF A FRESH ROUND OF ...

The AI trade may have reached an interesting crossroads. After nearly 3 years of massive spending, investors are beginning to ask a simple question. Are we witnessing an AI capex peak and perhaps exhaustion.Or are we still in the early stages of enormous hardware super cycle. The answer matters because the largest technology companies continue to spend at an unprecedented pace. Microsoft, Meta, Amazon, Alphabet, and others are investing hundreds of billions of dollars in data centers, chips, networking equi ...

DANI: WELCOME TO PEAK EARNINGS WEEK. I AM DANI BURGER. MATT MILLER IS STILL OUT. "BLOOMBERG OPEN INTEREST" STARTS RIGHT NOW. COMING UP, NVIDIA REVISED FEAR OF CIRCULAR A IDEALS AHEAD OF THE BIGGEST WEEK FOR THIS TURNING SEASON. OFFICIALS HEADED TO A POTENTIALLY CONTENTIOUS POLICY MEETING AS PRICE PRESSURES REBOUND. GEOPOLITICAL TENSIONS EASED FOR NOW. OIL DROPS AS THE U.S. AND IRAN HIT PAUSE ON FURTHER STRIKES. WE HAVE QUITE A LOT TO WATCH TODAY. BIG TECH WILL BE EARNING. APPLE, AMAZON, MICROSOFT AND META A ...

I I referenced earlier how Apple used to get bashed for not having an AI strategy or an AI plan and now it's beloved because it doesn't have the AI capex that that everybody else has. Do you do you buy that now that you know the street has sort of soured on how much this is all costing to build. Yeah, I mean sometimes you get lucky for being incompetent and you know Apple really was, you know, horrible in terms of getting AI onto these phones, which in hindsight turned out to be great because as you pointed ...