Video Executive Summary
Bloomberg’s Ed Ludlow breaks down expectations for Microsoft and Alphabet, which both report earnings after the bell, with Wall Street looking for proof that their massive AI investments are paying off. Plus, Bloomberg reports that Anthropic has tapped JPMorgan to lead the US retail offering for its potentially record-setting IPO. And, Apple is betting consumers will pay even more for a MacBook Pro with touch screens coming for the first time. 00;00;00;00 - Bloomberg Tech Begins 00:00:48 - Carmen Reinicke on MSFT & GOOGL Reports Today 00:03:00 - Mark Mahaney, Evercore ISI on Microsoft Earnings Today 00:10:00 - Ryan Gould on Anthropic picking
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Geospatial & Sector Context (NEW YORK, USA)
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