Amazon's Big Spending Plans and Bitcoin's Rebound (00:44:12)
Bloomberg's Caroline Hyde and Ed Ludlow take a look at shares of Amazon dropping after announcing plans to spend $200 billion this year on data centers, chips, and other equipment. Plus, Bitcoin rebou...
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push (00:43:44)
Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as investors react to a huge capital expenditure increase from Google. Plus, Arm CEO Rene Haas explains the chip designer’s outlook and gr...
AMD Forecast Fails to Impress Investors (00:41:24)
Bloomberg’s Caroline Hyde and Ed Ludlow discuss AMD’s sales forecast that underwhelmed investors and sent the chipmaker's shares falling. Plus, the selloff continues across tech markets as fears of AI...
Disney Taps Parks Chief to be CEO, Palantir Gives Strong Sales Outlook (00:43:42)
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Palantir’s revenue forecast that beat Wall Street expectations, sending its shares up. Plus, Disney Chairman James Gorman discusses the company’s decisi...
Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo (00:43:19)
Bloomberg’s Caroline Hyde discusses Disney's earnings lifted by record results in its parks division. Plus, Oracle kicks off a massive bond sale as the software giant looks to raise $45 billion to $50...
Musk Empire Merger Possibility, Memory Costs Weigh on Apple (00:43:45)
Bloomberg’s Caroline Hyde and Ed Ludlow discuss how President Trump’s selection of Kevin Warsh to be the next chair of the Federal Reserve, is affecting tech markets. Plus, Apple reports record sales ...
AI Spending Delivers Mixed Results to Stocks (00:43:31)
Bloomberg’s Caroline Hyde and Ed Ludlow discuss AI capital expenditures after Meta, Microsoft and Tesla all reported raising spend in their earnings. Plus, Apple is set to release results after the be...
Amazon Cutting 16,000 Jobs, ASML Reports Record Bookings (00:42:59)
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s plans to cut nearly 5% of its corporate workforce. Plus, ASML posts record fourth-quarter orders as AI drives demand for its most sophisticated...
Tech Stocks Lead Charge Toward Record (00:43:57)
Bloomberg’s Caroline Hyde and Ed Ludlow discuss stocks closing in on record highs driven by tech shares with earnings imminent. Plus, Bridgit Mendler, CEO and co-founder of Northwood, discusses the co...
Nvidia Puts Another $2B Into CoreWeave, Offers New Chips (00:43:30)
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s additional $2 billion investment in CoreWeave, to accelerate the buildout of AI factories. Plus, IonQ CEO Niccolo de Masi discusses the quantum...
Intel Falls as Manufacturing Snags Bedevil Comeback (00:42:48)
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Intel’s manufacturing struggles as the company’s shares fall post-earnings. Plus, China's largest tech firms get an initial green light from Beijing to ...
Altman Meets with Mideast Investors as OpenAI Eyes $830 Valuation (01:13:59)
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Elon Musk’s comments on AI costs and the future of robots at the World Economic Forum in Davos. Plus, OpenAI CEO Sam Altman is lining up funding from Mi...
Trump Rattles Europe Defense Tech Stocks (00:41:44)
Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s call for "immediate negotiations” on Greenland during his speech at the World Economic Forum in Davos, Switzerland. Plus Netflix share...
Netflix’s Amended Offer Puts Pressure on Paramount (00:46:29)
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Netflix’s amended, all-cash offer to buy Warner Bros. Discovery's studio and streaming business. Plus, Google DeepMind CEO, Demis Hassabis, says Chinese...
Trump Wants Big Tech to Pay for Power (00:46:45)
Bloomberg’s Ed Ludlow discusses the plan laid out by the Trump administration and several states to have tech companies pay for surging energy prices following the rise of AI data centers. Plus, AI co...
TSMC Forecast Lifts Peers on Robust AI Demand (00:43:38)
Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC’s strong earnings and forecast, a sign that demand related to AI remains robust. Plus, OpenAI strikes a $10 billion deal with Cerebras for compute,...
US Eases Path for Nvidia to Sell H200s to China (00:44:16)
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the US Commerce Department’s move making it easier for Nvidia to sell H200 AI chips to China. Plus, fresh off its $1.4 billion founding round, Skild AI ...
Meta Shifts to AI Devices From Metaverse (00:44:16)
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Meta’s plans to double the output of its Ray-Ban AI-glasses as it pivots away from the metaverse. Plus, Microsoft pledges to pay electricity rates that ...
Apple Picks Gemini to Run AI-Powered Siri (00:43:26)
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s decision to use Alphabet’s Gemini to power Siri in a multiyear deal. Plus, Nvidia plans to invest $1 billion over five years in a new lab with E...
Meta to Become the Biggest Nuclear Buyer Among Hyperscalers (00:43:49)
Bloomberg’s Ed Ludlow discusses Meta’s latest energy deals for AI data centers that will make it the biggest buyer of nuclear power among its hyperscaler peers. Plus, MiniMax, one of China’s largest g...
Future of Robots on Display at CES (00:43:37)
Humanoid robots have been folding laundry, lifting boxes and demonstrating new AI-powered capabilities at CES but their future in homes is likely still far away. Jan Liphardt, founder and CEO of OpenM...
Bloomberg Tech at CES, Day 2 (00:42:57)
Bloomberg Tech's Caroline Hyde and Ed Ludlow are live from CES in Las Vegas. They sit down with Jim Johnson of Intel's Client Computing Group to discuss the chipmaker's efforts to make its products co...
Bloomberg Tech at CES (00:47:45)
Bloomberg Tech's Caroline Hyde and Ed Ludlow are live from CES in Las Vegas. They sit down with AMD CEO Lisa Su after the company announced a new chip for corporate data center use. Plus, Lucid Interi...
Tech Traders Shrug Off Maduro Ouster (00:42:36)
Bloomberg’s Caroline Hyde discusses the AI trade as tech investors show optimism at the start of 2026. Plus Tesla's China factory shipments rise in December but still drop in 2025. And we preview CES ...
Tesla Faces NHTSA Probe Over Model 3 Emergency Door Handles (00:43:18)
Bloomberg’s Katie Greifeld examines Intel as shares fall after reports emerge that Nvidia may be hitting pause on testing Intel’s chip production process. Plus, the Trump administration gets the go-ah...
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