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Transcripts For BLOOMBERG Bloomberg Technology 20240713

Straight day. Investors are increasingly optimistic has this to trillion dollar plan continues to clear planes 2 trillion continues to clear hurdles in congress. When pricing is efficient, it is a forward mechanism. Theyre looking beyond this beyond therter, recession everybody is predicting in q2 and are looking they to q3 and q4 to what say is going to be a recovery. We saw small caps getting into the rally as well. We saw those big cap names. Andosoft and apple up 5 6 . This was investors starting to nibble around the edges saying that may be the worst might be over. Trillion in stimulus and the fed support might be enough to facilitate a recovery. Inly i want to bring cathie. Lets talk about these big tech names that you have invested across these companies. Might beand alphabet seeing a surge in traffic but there is a big danger in advertising plummeting for them. These companies could lose or see 1 billion less in revenue. How concerned are you . Investor a longterm so our plan i ....

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