Transcript
Deloitte Announcer (0:00)
The right technology can strengthen human judgment. That's why Deloitte brings together AI and data analytics with multidisciplinary teams who can help you connect the dots across your enterprise, from risk to operations to customer needs. So opportunities don't slip by and surprises don't spread. Because the smarter your systems, the sharper your instincts. That's how technology makes people better at what they do best. Deloitte Together makes progress. Learn more@deloitte.com TogetherMakesProgress okay, before we get
Windows 11 Pro Advertiser (0:35)
into it, little side note for the IT leaders listening in. I was reading up on a Microsoft Commission survey the other day and learned that teams using Windows 11 Pro PCs report 62% fewer security incidents compared to Windows 10 PCs, including three times fewer firmware attacks. Pretty significant. With security built in, you'll have AI ready it. That sets you up for operational efficiency as well as long term resilience. Upgrade to Windows 11 Pro@Windows means business.com
Chase for Business Advertiser (1:07)
if you follow markets, you know the value of long term thinking. You plan, you diversify, you prepare for volatility. But in life, even the best strategies can't prevent every bad day. A fire, a loss, a disruption that demands immediate attention. When that happens, what matters isn't just what you planned. It's who shows up. That's where Cincinnati Insurance comes in. For more than 75 years, they've helped individuals and businesses navigate life's toughest moments with care, expertise and personal attention. Together with independent agents, Cincinnati Insurance focuses on relationships, not transactions. Their approach is grounded in experience, follow through and trust built over time. Bad days happen. And when they do, you deserve an insurance partner who understands risk, respects what you've built and is ready to help you move forward. The Cincinnati insurance companies, let them make your bad day better. Find an independent agent@cin fin.com Bloomberg Audio
Caroline Hyde (2:11)
Studios podcasts, radio news. Bloomberg Tech is live from coast to coast with Caroline Hyde in New York and Ed Ludlow in San Francisco.
Ed Ludlow (2:29)
This is Bloomberg Tech Tech. Alphabet, Amazon, Meta and Microsoft all out with earnings and big dreams for companies
Caroline Hyde (2:38)
Ed are expected to spend as much as $725 billion in 2026. But the key question being whether that massive spending is providing tangible results. We'll discuss throughout this hour and we fixate on these numbers and you said it best. It was in 70 seconds. The fire hose ensued last night and Alphabet is the clear winner. We're at a record high. Google really posting strength in its cloud division one. That's 60 growth. Yes, they are upping their capital expenditure to $190 billion. Amazon also committing its capital expenditure. Look altogether this is actually growing gdp. We saw the numbers for the US economy strengthen on the business outlays that Amazon puts to work with again growth in its 28% growth that was enough. But still maybe we're coming off of our near record highs in that stock.
