Microsoft and Meta Allay Investors’ Tariff Fears; A Court Deals Apple an Epic Blow
Bloomberg Technology
Bloomberg
4.5 • 49 Ratings
🗓️ 1 May 2025
⏱️ 45 minutes
🧾️ Download transcript
Summary
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Microsoft’s and Meta’s earnings beats. Plus, Carolina Milanesi, President and Principal Analyst at Creative Strategies, explains what investors are waiting to hear from Apple when the iPhone maker reports results. Andy McLoughlin, Managing Partner at Uncork Capital, also joins to talk about the firm's new $300 million fund and its search for the next big AI startup.
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Transcript
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| 0:00.0 | Is this a negotiation or the new rules at a game? |
| 0:02.6 | It could be either. |
| 0:03.6 | It is up to the president how he wants to negotiate. |
| 0:06.5 | A deal is going to be made with China. |
| 0:08.2 | Nothing's over yet. |
| 0:09.2 | There's been a lot of confusion up to now. |
| 0:11.0 | A 90-day pause is not an eradication. |
| 0:13.6 | Where is this leading to? |
| 0:14.9 | Trust Bloomberg Television for all the context and clarity you need as the tariff and global economy story evolves. |
| 0:21.3 | This year's bear case very quickly becoming the base case. |
| 0:24.6 | Nobody covers tariffs like Bloomberg Television. |
| 0:27.8 | Context changes everything. |
| 0:30.3 | From the heart of where innovation, money and power collide. |
| 0:35.1 | In Silicon Valley and beyond this is Bloomberg technology |
| 0:40.3 | with Caroline Hyde and Ed Ludlow live. |
| 0:43.3 | Live from New York, this is Bloomberg technology coming up. |
| 0:59.8 | Microsoft surges on the back of strong quarterly sales and profit growth despite economic uncertainty. |
| 1:05.2 | Last meta also jumping on the company's ad sales, laying in best of fears about the impact of tariffs. |
| 1:10.5 | And Apple takes an epic blow from a federal judge on its app store sales commissions as |
| 1:16.3 | the tech giant gives up for its own earnings later today. But first, we check in on these |
| 1:21.3 | markets, which are in risk on mode. We're up more than 2% on the NASDAQ 100. Best day in |
| 1:26.3 | all of a week at the moment as we see those earnings news flow into the risk sentiment. |
... |
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