Mandeep Singh

Mandeep Singh, Bloomberg Intelligence's Global Head of Tech Research, dives into the impact of AI on cloud growth and cybersecurity, predicting a boon for CrowdStrike. Shirley Zhao, an Asia consumer reporter, unpacks the Labubu toy craze, examining its viral rise and the psychology behind blind-box collecting. They discuss how celebrity endorsements and social media exposure have fueled demand, while also addressing concerns about market sustainability and the authenticity of products amidst a booming holiday season.

Kyle Stock, climate reporter covering snowmaking and weather tech. Brad Finkel, founder of Hoboken Farms who scaled from farmers markets to national retail. Dan Sheridan, CEO of Brooks Running driving global expansion and product innovation. Mandeep Singh, tech research chief focused on AI spending and cloud trends. They discuss AI and Alphabet’s CapEx, cloud monetization, snowmaking and drone seeding, small-business scaling, and running market growth.

Axel Merk, CIO of Merk Investments, on precious metals flows and market drivers. Jennifer Welch, Bloomberg Economics geoeconomics analyst, on calls between world leaders and shifting global order. Dan Ives, Wedbush tech strategist, on AI spending, earnings and market positioning. Mandeep Singh, Bloomberg Intelligence tech chief, on cloud, Gemini usage and infrastructure trends. They discuss AI capex, chips, cloud and geopolitics.

Patrick McHenry, former House Financial Services Committee chair turned political commentator, on State of the Union reactions and electoral strategy. Mandeep Singh, Bloomberg Intelligence tech research head, previews Nvidia earnings and AI-driven semiconductor demand. Sonal Desai, Franklin Templeton fixed income CIO, on bond market dynamics amid tech issuance. Seema Shah, Principal’s chief global strategist, on trade policy uncertainty and market rotation.

Matthew Schettenhelm, litigation analyst explaining Elon Musk’s suit against OpenAI. Mandeep Singh, senior semiconductor analyst on NVIDIA and hyperscaler capex. Jennifer Bartashas, retail analyst on Walmart’s grocery dominance and strategy. Jennifer Rhee, antitrust analyst on DOJ vs Live Nation. They discuss legal stakes and trials, NVIDIA’s revenue and hardware roadmap, Walmart’s market moves, and possible remedies in major antitrust fights.

Mandeep Singh, a Senior tech analyst at Bloomberg Intelligence, delves into the anticipated earnings from major U.S. tech companies, highlighting the impact of AI on revenue divergence. Gerry Doyle, Bloomberg's Global Defence editor, explores European defense preparedness amid upcoming earnings from Airbus and Leonardo. He discusses procurement challenges and the need for joint efforts in defense spending, while also addressing the risks of an investment bubble in the defense sector and Europe's reliance on U.S. capabilities.

Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, breaks down Airbnb’s Q4 strength and moves into hotels and experiences. Anurag Rana, technology analyst, explains investor fears that AI could shrink software demand. Nicole D'Souza, internet and software analyst, covers AI’s role in travel booking and OTA vs direct-booking dynamics. Edward Najarian, consumer finance analyst, looks at Amex’s premium-card economics.

James McIntyre, Bloomberg economist on Australia/NZ policy. Paul Jackson, EcoGov analyst on Japan/Korea politics. Tommaso Ebhart, Milan bureau chief covering Milano Cortina 2026. Mandeep Singh, global tech research head on cloud and AI. They preview US jobs and tech earnings. They discuss Japan’s snap election and fiscal choices. They review Olympic readiness, infrastructure and climate risks.

James McIntyre, Bloomberg economist for Australia and New Zealand, on hotter-than-expected Australian inflation and RBA choices. Paul Jackson, EcoGov editor for Japan/Koreas, on the snap Japanese election and fiscal and defense stakes. Tommaso Ebhart, Milan bureau chief, on Milano Cortina 2026 logistics and economic boost. Michael McKee, international economics correspondent, on US labor data and Fed implications. Mandeep Singh, tech research head, on big tech earnings, cloud growth and chip dynamics.

James McIntyre, Bloomberg economist on Australia/New Zealand, explains administered price effects and RBA tensions. Paul Jackson, EcoGov Japan/Korea analyst, breaks down the snap election, fiscal moves and defense shifts. Tommaso Ebhart, Milan bureau chief, reports on Milano Cortina readiness and climate risks. Michael McKee previews U.S. payrolls and labor trends. Mandeep Singh previews big tech earnings, cloud competition and AI-driven chip demand.