TSMC Reports Earnings and Google Fires 28 Employees
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.
18 Huhti 202442min
Musk's Pay Package and ASML Orders Miss
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.
17 Huhti 202443min
Microsoft and the UAE’s G42
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.
16 Huhti 202442min
Tesla's Job Cuts and Apple's iPhone Slump
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.
15 Huhti 202443min
Apple's AI-Focused Chips, ARK's Stake in OpenAI
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.
12 Huhti 202442min
AI Global Coalition, Amazon's Shareholder Letter
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.
11 Huhti 202441min
CPI Report, AI Chip Boom, and Starlink's Business
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.
10 Huhti 202448min
Google's AI Updates and Tesla's Sales Expectations
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.
9 Huhti 202442min
