Amur Lakshminarayanan, CEO of the company, says “people are worried about betting themselves on a single cloud provider, so they are betting on multi-cloud.”
Matthew Harrigan, senior equity analyst at Benchmark Company, discusses Netflix’s crackdown on password-sharing and its push into video games, which he says won’t be an “immediate catalyst.”
Nancy Tengler from Laffer Tengler Investments shares her view on Tesla after the earnings and explains why she sees Tesla plays the “long game” versus some others in the EV sector.
Goldman Sachs’ Hui Shan says China’s economy needs a new model to avoid a negative loop of lack of confidence leading to lack of investment which will lead to lack of growth.
Li Daokui, Mansfield Freeman Professor of Economics at Tsinghua University and former advisor to China’s central bank, says that when it comes to China, U.S. Treasury Secretary Janet Yellen is a “preferred person” compared with Secretary of State Antony Blinken.
Paul Triolo of Albright Stonebridge Group said China’s export curbs on chipmaking metals is a way of giving itself a “tool” to fight back against the U.S. and Europe which have blocked its access to advanced chip technology.
Any bad news on the Chinese economy now is probably “good” because the market is expecting decisive policy support to stimulate growth, says Jason Hsu, chairman and chief investment officer of Rayliant Global Advisors.
Hungary’s foreign minister Péter Szijjártó says that efforts by Europe to decouple or derisk from China would be an act of economic suicide. He adds that a cooperative Europe can benefit from ties with Beijing.
