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Bloomberg Daybreak: US
Carol Master, Tim Stenwick
Summary
Bloomberg Daybreak: US is hosted by Carol Master, Tim Stenwick covering AI Infrastructure, Cloud Computing, Capital Expenditures (CapEx), and Earnings Reports. Notable guests include Earnings Analysis.
1episodes
27total claims
12topics covered
1 episodes
Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver Earnings
›Apr 30, 2026 · WITH Earnings Analysis
Major tech companies are in a massive AI-driven capital expenditure cycle, with firms like Meta and Amazon spending heavily, which is pressuring near-term free cash flow and creating investor conce...
AI InfrastructureCloud ComputingCapital Expenditures (CapEx)Earnings Reports+11 more