Deborah Aitken

Deborah Aitken, luxury goods analyst in London, offers quick takes on Estée Lauder and travel-retail trends. Kunjan Sobhani, senior semiconductor analyst, explains Qualcomm’s weak handset outlook and memory constraints. Mandeep Singh, global tech research head, breaks down Alphabet’s record AI data center spending and what it means for cloud and hyperscaler suppliers.

Deborah Aitken, a luxury goods analyst, shares insights on the booming luxury market fueled by Chinese consumer trends and the investment potential of high-end handbags. John Butler, a senior telecom analyst, discusses the growth of broadband and innovative satellite partnerships. Christopher Ciolino, a machinery expert, predicts earnings growth driven by power generation and construction demand. Bill Keenan, writer and producer, shares his experiences adapting his Wall Street memoir into film, focusing on the absurdities of finance culture.

Anurag Rana, a tech analyst, discusses Microsoft's AI sales struggles and competitive positioning, highlighting how cloud hosting is key to AI revenue. Mary Ross Gilbert talks about Macy's disappointing earnings forecast and the impact on stock performance despite improving in-store experiences. Lily Meier reveals Dollar Tree's success in appealing to budget-conscious shoppers with a raised profit outlook. Deborah Aitken shares insights on luxury goods, focusing on emerging trends and the impact of tariffs on pricing strategies.

Ira Jersey, Bloomberg's Chief US Interest Rate Strategist, delves into the latest PCE data and its implications for interest rates. Geetha Ranganathan discusses Comcast's potential cable spinoff amid subscriber losses and Peloton's leadership shakeup. Olaolu Aganga offers market outlook amid economic uncertainty, while Deborah Aitken analyzes Estee Lauder's struggles due to weak Chinese demand. Mandeep Singh reviews tech earnings from Meta and DoorDash, and Rania Sedhom highlights the legal battle involving AI music platforms and artists' rights.

Joanne Hsu, Surveys of Consumers Director at the University of Michigan, discusses the recent rise in consumer sentiment and its economic implications. Nathan Dean, Senior Policy Analyst, analyzes how the U.S. election may impact key industries. Victoria Fernandez, Chief Market Strategist, provides insights on market trends. Deborah Aitken, Luxury Goods Analyst, outlines the consequences of a court ruling on Tapestry's acquisition. Justina Lee shares tax-aware strategies for wealthy investors looking to minimize taxes.