Meta, Microsoft to Trim Workforces Amid AI Spending | Bloomberg Businessweek Daily 4/23/2026

Watch on YouTube ↗  |  April 23, 2026 at 20:10  |  47:22  |  Bloomberg Markets
Speakers
Florian Ielpo — Head of Digital Assets, Syz Group
Boris Jordan — CEO, Galaxy Digital
Ed Ludlow — Co-Host, Bloomberg Technology

Summary

Bloomberg Businessweek Daily covers tech layoffs at Meta and Microsoft while oil spikes on Iran tensions. Florian Ielpo advocates for growth stocks in the macro environment. Curaleaf CEO Boris Jordan discusses the monumental cannabis rescheduling and sees a massive buying opportunity. CBRE reports earnings with limited Middle East impact, and bone health is discussed with Dr. Doug Lucas.

  • Meta plans to cut 10% of workers; Microsoft offers voluntary retirement; both stocks fell.
  • Oil rose 3% after Iran activated defense systems near the Strait of Hormuz.
  • Florian Ielpo argues growth stocks are preferred as earnings growth outpaces valuations.
  • Cannabis rescheduling to Schedule 3 is seen as a game-changer by Curaleaf's CEO.
  • Curaleaf CEO expects massive buying opportunity and consolidation in the sector.
  • CBRE Chairman says Middle East capital raising is down less than 10%, not a major concern.
  • CBRE sees strength in New York City, Texas, and Florida real estate markets.
  • Bone health segment highlights osteoporosis risk and hormone optimization for prevention.
Trade Ideas
Florian Ielpo Head of Digital Assets, Syz Group 15:51
Growth outperforms in current macro.
Growth stocks are the place to be in the current macro environment because they look through short- to medium-term issues like the Iran standoff and inflation shocks, and earnings growth in the U.S. is outpacing valuations, supported by fast AI adoption.
U.S. growth stocks MED
Boris Jordan CEO, Galaxy Digital 27:20
Cannabis sector is a buying opportunity.
The U.S. cannabis sector is a massive buying opportunity because rescheduling to Schedule 3 widens the investor pool, brings back institutional money, reduces cost of capital, and will lead to significant consolidation and a valuation reset.
MSOS HIGH
Boris Jordan CEO, Galaxy Digital 29:05
Curaleaf is a massive buying opportunity.
Curaleaf is a massive buying opportunity because rescheduling cannabis to Schedule 3 removes the punitive 280E tax, enables research, and makes it very profitable; as the largest global player, it will benefit from consolidation and institutional capital returning to the sector.
Curaleaf Holdings HIGH
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This Bloomberg Markets video, published April 23, 2026, features Florian Ielpo, Boris Jordan discussing U.S. growth stocks, MSOS, Curaleaf Holdings. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Florian Ielpo, Boris Jordan  · Tickers: U.S. growth stocks, MSOS, Curaleaf Holdings