Explore every episode of the podcast Bloomberg Tech
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Tech Stocks Bounce Back and Apple's iPhone 16 | 09 Sep 2024 | 00:41:39 | |
Bloomberg's Caroline Hyde and Ed Ludlow take a look at tech stocks bouncing back following their biggest weekly decline in nearly two years. Plus, Apple unveils the iPhone 16, and Chai Discovery bets on the potential of AI in biology. See omnystudio.com/listener for privacy information. | |||
| Tech Stocks Flirt With Worst Week Since 2022 | 06 Sep 2024 | 00:43:17 | |
Bloomberg's Caroline Hyde and Ed Ludlow break down Broadcom's fall after a disappointing forecast despite robust demand for AI products. Plus, tech stocks flirt with their worst week since 2022 ahead of Apple's big launch event, and the White House is targeting China again with plans for a fresh round of chip-related export controls. See omnystudio.com/listener for privacy information. | |||
| Tech Under Pressure Ahead of Nvidia Results and Space X Tapped in to Bring NASA Astronauts Home | 26 Aug 2024 | 00:42:15 | |
Bloomberg's Caroline Hyde and Ed Ludlow look at the move down in technology stocks as the market braces for Nvidia's earnings on Wednesday. Plus Elon Musk's SpaceX has been tapped in to bring NASA's stranded astronauts home from the ISS after Boeing's capsule failings. And Telegram CEO Pavel Durov is detained in France on alleged child protection failures. See omnystudio.com/listener for privacy information. | |||
| Tesla Surges, TikTok Bill Signed Into Law | 24 Apr 2024 | 00:37:55 | |
Bloomberg's Caroline Hyde and Ed Ludlow break down Tesla's surge as the promise of cheaper EVs calm strategy fears. Plus, legislation requiring TikTok's divestiture signed into law, and Big Tech's AI deals come under scrutiny in the UK. See omnystudio.com/listener for privacy information. | |||
| Apple's Tough Start in China and TikTok's Bill | 23 Apr 2024 | 00:41:56 | |
Bloomberg's Caroline Hyde and Ed Ludlow break down why Apple is facing its worst start to the year in China since the Covid pandemic. Plus, a look at the TikTok bill heading to the Senate and an overview of Tesla's upcoming earnings. See omnystudio.com/listener for privacy information. | |||
| TikTok Bill Heads to Senate, Chaos Erupts at Tesla | 22 Apr 2024 | 00:40:25 | |
Bloomberg's Caroline Hyde and Ed Ludlow take a deep dive into TikTok's divest-or-ban legislation as it clears the house and heads to the Senate this week. Plus, chaos erupts internally at Tesla as Elon Musk shifts the company's focus from a cheaper model to the robotaxi. See omnystudio.com/listener for privacy information. | |||
| Netflix's Earnings and Ramp's Fundraise | 19 Apr 2024 | 00:42:34 | |
Bloomberg's Ed Ludlow brings full market coverage as investors scale back geopolitical concerns with stocks bouncing off their lows. Netflix shares fall after a disappointing revenue outlook and plans to stop reporting its subscriber numbers, and financial services platform Ramp raises an additional $150 million dollars to reach a $7.6 billion dollar valuation with new backer Khosla Ventures. See omnystudio.com/listener for privacy information. | |||
| TSMC Reports Earnings and Google Fires 28 Employees | 18 Apr 2024 | 00:42:53 | |
Bloomberg's Caroline Hyde and Ed Ludlow break down TSMC's first quarter earnings report as the company scales up profit, but scales back its outlook for a chip market expansion. Plus, Google fires 28 employees after they were involved in protests against Project Nimbus to provide Israel's government and military with AI and cloud services. See omnystudio.com/listener for privacy information. | |||
| Musk's Pay Package and ASML Orders Miss | 17 Apr 2024 | 00:43:22 | |
Bloomberg's Caroline Hyde and Ed Ludlow break down why Tesla is asking its investors to approve CEO Elon Musk's $56 billion pay package again. Plus, chipmaking equipment orders dive at ASML as Europe's most valuable company faces a pull back from its Taiwanese and South Korean customers. See omnystudio.com/listener for privacy information. | |||
| Microsoft and the UAE’s G42 | 16 Apr 2024 | 00:42:38 | |
Bloomberg's Caroline Hyde and Ed Ludlow break down Microsoft's plan to invest $1.5 billion in the UAE's top AI firm, G42, as the US government pushes the Abu Dhabi business to end all cooperation with China. Plus, a conversation with the EU's Commissioner for Financial Services in San Francisco. See omnystudio.com/listener for privacy information. | |||
| Tesla's Job Cuts and Apple's iPhone Slump | 15 Apr 2024 | 00:43:14 | |
Bloomberg's Caroline Hyde and Ed Ludlow break down the latest updates from the Middle East after Iran launched missiles and drones over the weekend into Israel. Plus, senior Tesla executives leave as the company plans to slash 10% of its global workforce, and Apple faces its worst iPhone slump since Covid. See omnystudio.com/listener for privacy information. | |||
| Apple's AI-Focused Chips, ARK's Stake in OpenAI | 12 Apr 2024 | 00:42:26 | |
Bloomberg's Ed Ludlow and Caroline Hyde break down Apple's decision to overhaul its entire Mac line with AI-Focused M4 Chips, Cathie Wood's ARK Invest to buy a stake into OpenAI, and reports that China has told telecom carriers to drop foreign semiconductor chips. See omnystudio.com/listener for privacy information. | |||
| AI Global Coalition, Amazon's Shareholder Letter | 11 Apr 2024 | 00:41:30 | |
Bloomberg's Ed Ludlow and Caroline Hyde break down Amazon CEO Andy Jassy's annual letter to shareholders. Plus, Jeff Bezos and Tim Cook attend the White House state dinner for Japan's Prime Minister. And, OpenAI CEO Sam Altman looks to build a global coalition on artificial intelligence as he visits the United Arab Emirates. See omnystudio.com/listener for privacy information. | |||
| Tech Gains Again Ahead of Nvidia Results and OpenAI Fires Back on Regulation | 23 Aug 2024 | 00:34:09 | |
Bloomberg's Caroline Hyde and Ed Ludlow look ahead to Nvidia's earnings as tech stocks get set for another weekly gain. Plus, Sen. Scott Wiener of California breaks down his controversial AI bill that's facing pushback from the likes of OpenAI. And a look back at the legacy of British tech titan, Mike Lynch. See omnystudio.com/listener for privacy information. | |||
| CPI Report, AI Chip Boom, and Starlink's Business | 10 Apr 2024 | 00:48:23 | |
Bloomberg's Caroline Hyde and Ed Ludlow bring full coverage on inflation as the CPI report comes in hotter than expected. Plus, a look at TSMC sales surging after riding the AI chip boom, and a deep dive into SpaceX's prized Starlink satellite business and its murky financials. See omnystudio.com/listener for privacy information. | |||
| Google's AI Updates and Tesla's Sales Expectations | 09 Apr 2024 | 00:42:28 | |
Bloomberg's Caroline Hyde breaks down Google's updates to its AI products coming from the company's annual cloud computing conference. Plus, Tesla may be headed for another sales decline according to some analysts on the Street. See omnystudio.com/listener for privacy information. | |||
| TSMC's US Grants and JPMorgan's CEO on AI | 08 Apr 2024 | 00:42:16 | |
Bloomberg's Caroline Hyde breaks down why the US awarded TSMC $11.6 billion in grants and loans and what that means for US chip production. Plus, JPMorgan CEO Jamie Dimon likens artificial intelligence to the invention of the steam engine, and free blue checks are back at Elon Musk's X platform. See omnystudio.com/listener for privacy information. | |||
| Jobs Data and Apple Layoffs | 05 Apr 2024 | 00:32:07 | |
Bloomberg's Caroline Hyde and Ed Ludlow get the read on the health of the tech labor market as the US jobs report comes in hot. Plus, new filings show Apple slashed around 600 roles after scrapping its car and screen projects, and Meta changes some of its policies to allow more AI-generated content to remain on its platforms. See omnystudio.com/listener for privacy information. | |||
| OpenAI's Enterprise Adoption and Apple's Robot Ambitions | 04 Apr 2024 | 00:40:27 | |
Bloomberg's Caroline Hyde and Ed Ludlow sit down with OpenAI COO Brad Lightcap for a discussion on AI's enterprise adoption, the company's growth and more. Plus, Apple eyes home robots as the next big thing after scrapping its car ambitions. See omnystudio.com/listener for privacy information. | |||
| Taiwan's Earthquake and Disney's Proxy Battle | 03 Apr 2024 | 00:43:49 | |
Bloomberg's Caroline Hyde and Ed Ludlow break down the latest updates from the earthquake in Taiwan and its implications for the global economy. Plus, Disney's months-long proxy battle nears its end as shareholders place their final votes, and Spotify announces it's raising prices in several markets for the second time in a year. See omnystudio.com/listener for privacy information. | |||
| Tesla's Disappointing Deliveries and Apple's Quarterly Dip | 02 Apr 2024 | 00:41:30 | |
Bloomberg's Caroline Hyde and Ed Ludlow break down Tesla's deliveries numbers falling short of expectations while Rivian beats production estimates. Plus, Apple posts one of its worst quarters relative to the S&P in over a decade, and Rubrik's IPO filing shows growing revenue and losses. See omnystudio.com/listener for privacy information. | |||
| Tesla's Deliveries Expectations and Rubrik's IPO Plans | 01 Apr 2024 | 00:42:07 | |
Bloomberg's Caroline Hyde and Ed Ludlow take a look at what to expect from Tesla's deliveries report as analysts slash estimates with the quarter coming to a close. Plus, more momentum in the IPO market as Microsoft-backed Rubrik says it is ready to file for its initial public offering. See omnystudio.com/listener for privacy information. | |||
| Sam Bankman-Fried's Sentencing and Amazon's AI Investment | 28 Mar 2024 | 00:45:46 | |
Bloomberg's Ed Ludlow breaks down the significance of FTX founder Sam Bankman-Fried's sentencing for the crypto world. Plus, Amazon boosts its investment in AI startup Anthropic with a $2.75 billion dollar cash infusion. See omnystudio.com/listener for privacy information. | |||
| Outlook for Technology Stocks, Robinhood Unveils Credit Card, Mike Novogratz on Bitcoin | 27 Mar 2024 | 00:39:04 | |
Bloomberg's Ed Ludlow discusses the outlook for for the technology sector. Plus, Robinhood's CEO joins as the company launches a credit card. And, Galaxy Digital CEO Mike Novogratz offers his outlook for Bitcoin. See omnystudio.com/listener for privacy information. | |||
| Nvidia's Market Cap, Peloton Turnaround, Apple Shakeup | 22 Aug 2024 | 00:40:12 | |
Bloomberg's Caroline Hyde details Nvidia's rise to lead among its tech peers in market cap. Plus, Peloton shares surge as the company turnaround efforts deliver and a shakeup in Apple as it parts ways with the head of its app store business. See omnystudio.com/listener for privacy information. | |||
| Nvidia Traders Find Reasons to Worry, Alibaba Pulls Cainiao IPO, The Powerhouse Behind "The Rock" | 26 Mar 2024 | 00:43:07 | |
Bloomberg's Ed Ludlow discusses the outlook for Nvidia as investors gauge how much more room the stock has to run. Plus, Alibaba calls off its planned IPO of Cainiao which could have raised more than $1 billion dollars. And, Ed speaks with former Yahoo CEO Marissa Mayer and Dany Garcia - the powerhouse behind Dwayne The Rock Johnson. See omnystudio.com/listener for privacy information. | |||
| EU's Digital Markets Act, Lucid's Lifeline | 25 Mar 2024 | 00:41:40 | |
Bloomberg's Caroline Hyde and Ed Ludlow break down the European Union's latest investigation into whether Apple, Google and Meta are in compliance with the new Digital Markets Act. Plus Lucid Motors getting a $1 billion cash injection from its biggest investor, an affiliate of Saudi Arabia’s Public Investment Fund, providing the troubled electric carmaker with a needed lifeline. See omnystudio.com/listener for privacy information. | |||
| DOJ's Apple Lawsuit and the IPO Ecosystem | 22 Mar 2024 | 00:38:51 | |
Bloomberg's Caroline Hyde and Ed Ludlow break down the regulatory overhang for Apple amid the Justice Department's sweeping lawsuit against the iPhone maker. Plus, the outlook for the IPO ecosystem after Astera Labs' and Reddit's strong public debuts. See omnystudio.com/listener for privacy information. | |||
| Instant Reaction: Reddit Starts Trading on NYSE | 21 Mar 2024 | 00:22:20 | |
Shares of Reddit started trading today, after an IPO that valued the company near the top of its marketed range. Carol Massar, Tim Stenovec and Bloomberg's team of reporters discuss the IPO and the path ahead for Reddit. See omnystudio.com/listener for privacy information. | |||
| Micron's Earnings and Reddit's IPO | 21 Mar 2024 | 00:45:49 | |
Bloomberg's Caroline Hyde and Ed Ludlow get an exclusive interview with Micron CEO Sanjay Mehrotra as the company's shares surge to a record high, boosted by its outlook on AI growth. Plus, they break down everything to know about Reddit's long-awaited IPO with Reddit COO Jen Wong. See omnystudio.com/listener for privacy information. | |||
| Intel Wins Big Incentives and Huawei Risks Sanctions | 20 Mar 2024 | 00:40:02 | |
Bloomberg's Caroline Hyde and Ed Ludlow break down Intel's $20 billion incentives win from the US government. Plus, the Biden Administration weighs sanctions on Huawei's secretive chip network as the US seeks to curtail China's tech ambitions. See omnystudio.com/listener for privacy information. | |||
| Nvidia's New Chip Architecture and TikTok's Bill | 19 Mar 2024 | 00:41:51 | |
Bloomberg's Caroline Hyde and Ed Ludlow break down highlights from Nvidia's annual GPU technology conference as Jensen Huang unveils its most powerful chip architecture yet. Plus, a conversation with US Senator Bill Hagerty on the TikTok bill. See omnystudio.com/listener for privacy information. | |||
| Apple and Google's Gemini AI, and Nvidia's Annual Conference | 18 Mar 2024 | 00:42:27 | |
Bloomberg's Caroline Hyde breaks down the potential blockbuster agreement between Apple and Google to use Gemini AI in iPhones, and how Nvidia faces sky-high expectations from investors as its annual conference is underway. Plus, highlights from Elon Musk's full interview with CNN veteran Don Lemon. See omnystudio.com/listener for privacy information. | |||
| Adobe Falls and Bitcoin Slides from Record High | 15 Mar 2024 | 00:40:23 | |
Bloomberg's Caroline Hyde breaks down Adobe's earnings results after the company's shares fall by the most since 2022 on fears of AI competition. Plus, Bitcoin's slide from its record high continues as talks of a bubble escalate. See omnystudio.com/listener for privacy information. | |||
| TikTok's Bill and SpaceX’s Starship | 14 Mar 2024 | 00:40:32 | |
Bloomberg's Caroline Hyde and Ed Ludlow break down what to expect in the Senate on the TikTok bill and the response from China. Plus, Starship goes further and faster but SpaceX loses the vessel during re-entry. See omnystudio.com/listener for privacy information. | |||
| Nvidia Gains and Chinese Tech Stocks Sink | 21 Aug 2024 | 00:42:18 | |
Bloomberg's Caroline Hyde and Ed Ludlow break down why Nvidia is leading benchmarks in a big week for markets as investors await economic data. Plus, why Walmart's $3.6 billion JD.com stake sale put e-commerce companies under pressure, and Ford scraps plans for an all-electric SUV. See omnystudio.com/listener for privacy information. | |||
| The House's TikTok Vote and the EU's AI Act | 13 Mar 2024 | 00:40:14 | |
Bloomberg's Caroline Hyde and Ed Ludlow bring full coverage on TikTok as the US house passes a bill to force ByteDance to sell the social media app or face a ban in the US. Plus, the European Union passes the world's most extensive AI guardrails, and Chamath Palihapitiya's Social Capital fires two partners after a probe.
See omnystudio.com/listener for privacy information. | |||
| Oracle's Biggest Gain Since 2022 and Bitcoin's Record Rise | 12 Mar 2024 | 00:41:50 | |
Bloomberg's Ed Ludlow breaks down Oracle's earnings as it posts its biggest gain in two years amid a spike in bookings in its cloud computing business. Plus, Bitcoin continues its record-breaking run as $2.7 billion flowed into crypto assets last week. See omnystudio.com/listener for privacy information. | |||
| Reddit's IPO, Bitcoin's Rise, and SVB's Collapse | 11 Mar 2024 | 00:42:19 | |
Bloomberg's Caroline Hyde and Ed Ludlow break down the latest details on the Reddit IPO as the social media company looks to raise nearly $750 million, and Bitcoin tops $72,000 for the first time. Plus, Vinod Khosla discusses the state of the VC ecosystem since the collapse of Silicon Valley Bank one year ago, and shares his thoughts on Elon Musk's OpenAI lawsuit. See omnystudio.com/listener for privacy information. | |||
| Bitcoin Hits Record High, Update on Huawei's Chip Breakthrough, Racial Bias in ChatGPT | 08 Mar 2024 | 00:38:32 | |
Bloomberg's Caroline Hyde and Ed Ludlow discuss Bitcoin's surge to $70,000. Plus, they break down exclusive Bloomberg reporting that Huawei's chip breakthrough used technology from two US gear suppliers. And, they discuss Bloomberg findings on racial bias in ChatGPT. See omnystudio.com/listener for privacy information. | |||
| Palantir CEO Speaks at AIPCon, Broadcom Earnings Preview, Big Tech Faces EU's New Rules | 07 Mar 2024 | 00:43:42 | |
Bloomberg's Caroline Hyde and Ed Ludlow go live to Palantir's AIPCon to sit down with CEO Alex Karp and discuss all things AI. Plus, the AI rally faces its next test when Broadcom reports earnings after the market close. And, the EU's Digital Markets Act goes into effect today, creating new rules for big technology companies. See omnystudio.com/listener for privacy information. | |||
| Apple Shares Slide and AMD Faces Chinese Market Roadblocks | 05 Mar 2024 | 00:43:59 | |
Bloomberg's Caroline Hyde and Ed Ludlow take a look at Apple shares sliding for a fifth day as the iPhone maker sees a big drop in China sales to start off the year. Plus, AMD faces a US roadblock in selling its AI chips in the Chinese market, and Bitcoin hits a fresh record. See omnystudio.com/listener for privacy information. | |||
| Apple's EU Fine and Anthropic's Claude Model Family | 04 Mar 2024 | 00:42:56 | |
Bloomberg's Caroline Hyde and Ed Ludlow break down Apple's €1.8B fine by the EU for abusing its dominant position in the distribution of music streaming apps. Plus, AI startup Anthropic is launching new versions of its Chatbot Claude that are twice as likely to answer a question correctly. See omnystudio.com/listener for privacy information. | |||
| Elon Musk Sues OpenAI and Fisker Shares Plunge | 01 Mar 2024 | 00:39:10 | |
Bloomberg's Caroline Hyde and Ed Ludlow break down Elon Musk's lawsuit against OpenAI and CEO Sam Altman alleging they violated the company's founding mission by putting profit ahead of benefiting humanity. Plus, full earnings coverage with the CEO of EV maker Fisker as shares plunge with the company's survival in doubt. See omnystudio.com/listener for privacy information. | |||
| Tech Earnings and Bitcoin Rally | 29 Feb 2024 | 00:42:50 | |
Bloomberg's Caroline Hyde and Ed Ludlow break down tech earnings as Salesforce, Snowflake, Paramount and others report results. Plus, Bitcoin pushes toward a record high amid massive inflows into exchange-traded funds, and Apple faces weak demand for the iPhone in China as resellers slash the price of the latest model. See omnystudio.com/listener for privacy information. | |||
| Apple Scraps Its EV Plans and Google Tries to Fix Gemini | 28 Feb 2024 | 00:42:21 | |
Bloomberg's Caroline Hyde and Ed Ludlow break down Apple scrapping its EV ambitions after a decade-long effort now that the company focuses on AI instead. Plus, Google CEO Sundar Pichai blasts the failures of Gemini's image generation feature as the company looks to remedy the situation. See omnystudio.com/listener for privacy information. | |||
| The EU's Tariff on Teslas From China and Palo Alto Networks' Earnings | 20 Aug 2024 | 00:41:49 | |
Bloomberg's Caroline Hyde and Ed Ludlow break down the EU's plans for a 9% tariff on Chinese-made Teslas. Plus, Palo Alto Networks jumps on solid earnings, and tech donors and influencers are making their mark at the DNC in Chicago. See omnystudio.com/listener for privacy information. | |||
| Shein's IPO and Nvidia's $70M Florida Supercomputer | 27 Feb 2024 | 00:42:20 | |
Bloomberg's Ed Ludlow takes a look at Shein re-thinking an IPO in New York with its sights now set on London as the fast-fashion company faces hurdles in the US. Plus, Nvidia's $70 million dollar supercomputer is hobbled in Florida by laws preventing top talent from ever setting foot in the state. See omnystudio.com/listener for privacy information. | |||
| Cathie Wood's TSMC Sale, Social Media Content Moderation | 26 Feb 2024 | 00:42:34 | |
Bloomberg's Caroline Hyde and Ed Ludlow break down why Cathie Wood is selling into the Nvidia frenzy by cutting her TSMC stake. Plus, the Supreme Court is hearing challenges on two laws aiming to prevent social media platforms from "censoring" posts. See omnystudio.com/listener for privacy information. | |||
| Nvidia Tops $2T and Reddit Files for IPO | 23 Feb 2024 | 00:39:54 | |
Bloomberg's Caroline Hyde breaks down how Nvidia managed to top $2 trillion in market value, becoming the world's fourth most valuable company. Plus, we have all the details on Reddit's IPO filing, from its AI ambitions to its largest shareholders. See omnystudio.com/listener for privacy information. | |||