Matt Day

Mentioned in 6 analyzed podcast episodes across 5 shows

Appears On

Bloomberg Daybreak: US Edition Bloomberg This Weekend Bloomberg Tech Bloomberg Surveillance Bloomberg Intelligence

Episode Appearances

Bloomberg Daybreak: US Edition · Apr 29, 2026

Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver Earnings

“Covered Amazon earnings; discussed free cash flow compression and AWS competitive positioning in AI era”

Cloud Infrastructure Spending and ROI JustificationAI Model Training vs. Inference EconomicsEnterprise AI Adoption and Sovereign Data Requirements

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Bloomberg This Weekend · Apr 29, 2026

Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver Earnings

“Covered Amazon earnings, AWS competitive positioning, free cash flow compression, and OpenAI/Anthropic partnership implications”

Cloud Computing Growth and Market Share CompetitionAI Infrastructure Investment and Capital Expenditure JustificationFree Cash Flow vs. Long-term AI Infrastructure Spending Trade-offs

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Bloomberg Tech · Apr 29, 2026

Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver Earnings

“Covered Amazon earnings, discussing free cash flow concerns and AWS competitive positioning against Google and Microsoft”

Cloud Infrastructure Capital Expenditure StrategyAI Model Training vs. Inferencing EconomicsEnterprise AI Adoption and Active User Metrics

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Bloomberg Surveillance · Apr 29, 2026

Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver Earnings

“Covered Amazon earnings, free cash flow compression, cloud competition positioning, and OpenAI/Anthropic partnership economics”

Cloud Infrastructure Capital Expenditure StrategyAI Model Training vs. Inferencing EconomicsFree Cash Flow vs. Growth Investment Trade-offs

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Bloomberg Intelligence · Apr 29, 2026

Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver Earnings

“Covered Amazon earnings; discussed free cash flow implications and AWS competitive positioning in AI era”

Cloud Infrastructure Capital Expenditure StrategyAI Model Training vs. Inferencing EconomicsEnterprise AI Adoption Metrics and ROI

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Bloomberg Tech · Apr 29, 2026

80 Seconds of Big Tech Earnings To Set Market’s Fate

“Covered Microsoft and Amazon cloud earnings expectations, capacity constraints, and GitHub Copilot pause”

AI Infrastructure Capital Expenditure and ROI VerificationCloud Growth and Margin Compression in HyperscalersSupply Chain Constraints and Geopolitical Cost Inflation

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