Amazon's $200B Capex Plans Cap Tough Week for Tech | The Pulse 2/6/2026 скачать в хорошем качестве

Amazon's $200B Capex Plans Cap Tough Week for Tech | The Pulse 2/6/2026

It's been a bruising week for tech with a $1 trillion software selloff and sharp falls in big tech despite solid revenue growth. Huge capex spending has been the big concern, and this week's spending announcements have done nothing to allay those fears. This week alone, four of the biggest US tech companies forecast combined spending for the year of around $650 billion. $200 billion of that is by Amazon alone, leading to its shares tumbling. Today's guests: Isabelle Mateos y Lago, BNP Paribas, Group Chief Economist; Luis Costa, Citi, Global Head of EM Strategy; Lindsay Newman, King's College London, Visiting Research Fellow --- "The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Chapters: 00:00:00 - The Pulse with Francine Lacqua 00:00:25 - Big tech to spend $650B this year to win the AI race 00:02:44 - Anthropic unveils new Claude Opus 4.6 model 00:04:16 - Market roundtable: BNP's Isabelle Mateos y Lago & Citi's Luis Costa 00:18:00 - Japan to hold snap election Sunday 00:21:38 - Bitcoin bounces neat $60,000 after 50% retreat 00:23:33 - Friday headlines 00:24:00 - Iran signals no quick solution ahead of US talks 00:27:26 - Lindsay Newman, King’s College London Visiting Research Fellow 00:34:45 - BOE's Bailey sees scope for further easing 00:37:57 - Thailand election just one hurdle to growth 00:40:33 - Trillion-dollar tech wipe out -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X:   / bloombergtv   Facebook:   / bloombergtelevision   Instagram:   / bloombergtv   Connect with Bloomberg Business on: X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   TikTok: https://www.tiktok.com/@bloombergbusi... Reddit:   / bloomberg   LinkedIn:   / bloomberg-news   More from Bloomberg: Bloomberg Radio:   / bloombergradio   Bloomberg Surveillance:   / bsurveillance   Bloomberg Politics:   / bpolitics   Bloomberg Originals:   / bbgoriginals   Watch more on YouTube: Bloomberg Technology:    / @bloombergtechnology   Bloomberg Originals:    / @business   Bloomberg Quicktake:    / @bloombergquicktake   Bloomberg Espanol:    / @bloomberg_espanol   Bloomberg Podcasts:    / @bloombergpodcasts