Ruben Roy, managing director of equity research at Stifel, discusses AMD’s earnings and its outlook for growth, and says the company is investing “quite aggressively” in artificial intelligence.
Christophe Weber, CEO of Takeda, says there are some setbacks in research and development, but most of those drugs should fuel the company’s growth in the future.
Toto Nugroho of the Indonesia Battery Corporation discusses what the country’s government is doing to make electric vehicles more affordable for the average Indonesian.
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.