James Chakmok
Co-founder and Chief Investment Officer at Clockwise Capital who discusses portfolio positioning and investment perspectives on large-cap tech names like Microsoft and Tesla.
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Jan 28, 2026 • 33min
Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results
Ed Ludlow, Bloomberg Tech co-host covering tech and autos on the ground. James Chakmok, CIO at Clockwise Capital with portfolio and big-tech investment perspective. Anurag Rana, BI senior tech analyst focused on cloud and AI research. They discuss Microsoft’s Azure growth and record spending. They examine Meta’s ad strength and rising capex. They unpack Tesla’s surprise xAI funding and robo-taxi plans.
