John Tucker
speaker
1,314 appearances
127 recordings
1 series
first heard Jan 2026
last heard 2d ago
John Tucker’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 127 in all, peaking in Jan 2026 with 27.
Appearances
Bloomberg News Now · Trump Orders Pullback in Minneapolis, Iran Talks Set, More · 5 Feb 2026
podcast
In New York, I'm John Tucker, Bloomberg Radio.
Bloomberg News Now · Shutdown Ends, Lilly Sees Surging Sales, Stocks Bounce, More · 4 Feb 2026
podcast
Good morning, Karen.
This was a case of sell now and ask questions later after the AI firm Anthropic released its tool for doing legal work.
The idea is that maybe AI can replace some of the things software and data firms do.
And to that, the fact that investors are impatient with all the spending on technology.
They want to see a payoff.
Anika Gupta is with Wisdom Tree.
And one of the more vulnerable stocks to this AI disruption trade is software giant Microsoft.
It fell close to 3% yesterday.
It has lost a quarter of its value since late October.
In New York, I'm John Tucker, Bloomberg Radio.
And good morning, Karen.
The theme that's gripped investors is that AI is going to be able to do much of the stuff that software companies can do, making their products far less important.
That was kind of reinforced when AI firm Anthropic released an AI tool that does legal work.
It looks like a case of sell now, ask questions later.
And to that, the fact that investors growing impatient about returns from all the CapEx spending.
Anika Gupta is at WisdomTree.
Now, in this environment, Microsoft has been crushed.
The software giant down close to 25 percent from October.
J.P.
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