AI Spending Delivers Mixed Results to Stocks

AI Spending Delivers Mixed Results to Stocks

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 bell with investors focused on holiday sales and memory costs. And, Amazon reported hundreds of thousands of pieces of content it believed included child sexual abuse material, which it found in data gathered to improve its AI models.

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US-China Tariff Tensions' Impact on Tech Sector

US-China Tariff Tensions' Impact on Tech Sector

Bloomberg’s Caroline Hyde and Ed Ludlow discuss how the US-China tit-for-tat tariffs are impacting tech policy. Plus, Mitchell Green, Managing Partner at Lead Edge Capital discusses why he’s still bul...

11 Huhti 202545min

Tariff Whiplash Sends Tech Stocks Back into Retreat

Tariff Whiplash Sends Tech Stocks Back into Retreat

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact tariff uncertainty is having on tech stocks. Plus, Nancy Tengler of Laffer Tengler talks about what she is buying amid market weakness. And J...

10 Huhti 202542min

Tech Scrambles to Adjust Supply Chains, Tariffs Could Backfire on Trump’s AI Goals

Tech Scrambles to Adjust Supply Chains, Tariffs Could Backfire on Trump’s AI Goals

Bloomberg’s Caroline Hyde and Ed Ludlow discuss markets' continued volatility as investors race to react to global tariffs. Plus, Rhodium Group’s Reva Goujon explains why US tech companies should brac...

9 Huhti 202545min

Hopes for Trade Deals Drive Tech Stocks Up, Musk Calls Trump Trade Advisor "Moron"

Hopes for Trade Deals Drive Tech Stocks Up, Musk Calls Trump Trade Advisor "Moron"

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the market rebound as investors react to hopes for trade deals. Plus, former Treasury Secretary Larry Summers discusses the possibility of a recession. ...

8 Huhti 202542min

Markets Whipsaw on Tariff Uncertainty, Apple Might Hike Prices

Markets Whipsaw on Tariff Uncertainty, Apple Might Hike Prices

Bloomberg’s Caroline Hyde and Ed Ludlow discuss turmoil in the markets as tariff uncertainty sends tech stocks whipsawing. Plus, Samm Sacks, New America senior fellow, joins to talk about how the trad...

7 Huhti 202541min

Tariff Fears Weigh on Tech Plans, Trumps Signals TikTok Deal Close

Tariff Fears Weigh on Tech Plans, Trumps Signals TikTok Deal Close

Bloomberg’s Caroline Hyde discusses why one of Wall Street’s most bearish Tesla analysts has further reduced estimates for the company’s earnings. Plus, Gil Luria, managing director of D.A. Davidson e...

4 Huhti 202522min

Tech Stocks Sell Off Amid Tariff Backlash

Tech Stocks Sell Off Amid Tariff Backlash

Bloomberg’s Caroline Hyde discusses how investors are reacting to tariffs as the magnificent seven and other tech names drop. Mark Mahaney, Evercore ISI managing partner, explains the global impact te...

3 Huhti 202543min

Trump Tariffs: Everything You Need to Know

Trump Tariffs: Everything You Need to Know

This is a special edition of the Bloomberg Daybreak: US Edition podcast. Subscribe to the show: on Apple: http://bit.ly/3DWYoAN on Spotify: http://bit.ly/3jGRYiB Anywhere: http://bit.l...

3 Huhti 202521min

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