Apple's Second Downgrade, Mobileye Prompts Chip Stock Rout
Bloomberg's Caroline Hyde and Ed Ludlow break down Apple's second downgrade in a week as analysts caution on slowing iPhone demand. Plus, Mobileye plunges as its full-year revenue forecast falls short of Wall Street estimates, and new data painting a bleak picture for Silicon Valley. See omnystudio.com/listener for privacy information.
4 Tammi 202442min
Disney's Board of Directors and Bitcoin Reverses Course
Bloomberg's Caroline Hyde and Ed Ludlow break down Disney's fight against activist Nelson Peltz as it wins the support of ValueAct Capital for its board nominees. Plus, Bitcoin wipes out gains from this year as uncertainty lingers around the SEC's ETF decision.See omnystudio.com/listener for privacy information.
3 Tammi 202440min
Apple's Downgrade and Tesla's Deliveries
Bloomberg's Caroline Hyde and Ed Ludlow break down why Barclays is cutting Apple to underweight for the first time since 2019. Plus, Tesla falls behind China's BYD in quarterly EV sales.See omnystudio.com/listener for privacy information.
2 Tammi 202443min
Tencent Leads $80 Billion Rout, Musk Lashes out on Financial Markets, ChatGPT's Competitors
Bloomberg's Caroline Hyde and Ed Ludlow break down curbs on China's gaming companies. Plus, Elon Musk lashes out at public markets in the US. And, 2023 saw a growing list of competitors to ChatGPT, what's ahead for 2024? See omnystudio.com/listener for privacy information.
22 Joulu 202339min
Potential Paramount & Warner Bros. Merger, Apple Vision Pro Production & Silicon Valley's Job Market
Bloomberg's Caroline Hyde and Ed Ludlow break down reports of a potential merger between media giants Paramount Global and Warner Bros. Plus, Apple ramps up production of its Vision Pro for a 2024 release. And, a look at the state of jobs in Silicon Valley after a year of layoffs at big tech companies. See omnystudio.com/listener for privacy information.
21 Joulu 202338min
White House Tracking Apple Watch Case, ByteDance Sales Top $110 Billion
Bloomberg's Caroline Hyde discusses how the White House may intervene in the ITC's ban on Apple's watches. Plus, TikTok parent ByteDance sees sales top $110 billion, taking on competitor Tencent. And, Tim Sullivan of Oceanic Partners offers his outlook for liquidity within private markets. See omnystudio.com/listener for privacy information.
20 Joulu 202342min
Masimo CEO on Apple Patent Fight, Blue Origin Returns to Space
Bloomberg's Caroline Hyde sits down with the CEO of medical technology firm Masimo amid its patent dispute with Apple. Plus, Blue Origin’s space tourism rocket voyages to space and back for the first time in 15 months. And, Alphabet reaches a $700 million settlement with states over claims that its app store unlawfully dominates the Android mobile applications market. See omnystudio.com/listener for privacy information.
19 Joulu 202342min
Adobe Calls off Figma Deal, Apple Halts Watch Sales, AI Deep Dive
Bloomberg's Caroline Hyde and Ed Ludlow discuss Adobe and Figma's $20 billion deal being cancelled. Plus, Apple halts sales of its latest Apple Watch over a patent dispute. And, deep dives into artificial intelligence with experts from AWS, the Distributed AI Research Institute and Bluestone. See omnystudio.com/listener for privacy information.
18 Joulu 202340min
