Hedge Fund Exposure to Tech Hits Record High
Bloomberg's Caroline Hyde and Ed Ludlow break down the outlook for tech investing as hedge fund exposure to technology hits a record high. Plus, how YouTube CEO Neal Mohan plans to make the video platform even bigger, and the CEO of Ring sits down for her first broadcast interview as the connected camera company gets a new mission statement. See omnystudio.com/listener for privacy information.
29 Touko 202439min
Apple Rebounds in China, Bitcoin and Ether Retreat
Bloomberg's Caroline Hyde and Ed Ludlow break down Apple's rebound in China as iPhone shipments spike in April. Plus, Bitcoin and Ether retreat, and Elon Musk's xAI raises $6 billion in a fresh round.See omnystudio.com/listener for privacy information.
28 Touko 202442min
SpaceX's Tender Offer and AI In Hollywood
Bloomberg's Ed Ludlow breaks down SpaceX weighing a tender offer that would value the company at $200 billion. Plus, Alphabet and Meta are in talks with Hollywood studios to use their content for AI video generation, and Canva takes on Adobe users with work tools to speed up growth.See omnystudio.com/listener for privacy information.
24 Touko 202442min
Nvidia Stock Surges and the DOJ Comes After Live Nation
Bloomberg's Caroline Hyde and Ed Ludlow break down Nvidia's earnings as its sales forecast lives up to high expectations. Plus, the Department of Justice takes aim to break up Live Nation, and Tesla CEO Elon Musk speaks at the VivaTech conference in Paris.See omnystudio.com/listener for privacy information.
23 Touko 202434min
Nvidia's Earnings and Apple's DOJ Case
Bloomberg's Caroline Hyde and Ed Ludlow break down what to expect from Nvidia's earnings coming after the bell. Plus, Apple looks to get its DOJ antitrust case tossed out, and Scale AI secures $1 billion in funding as its valuation nearly doubles to almost $14b. See omnystudio.com/listener for privacy information.
22 Touko 202443min
TSMC and ASML's China Invasion Plan; Microsoft's New Team Co-Pilot
Bloomberg's Caroline Hyde breaks down the news that TSMC and ASML can remotely shut their equipment in the event of an invasion. Plus, Microsoft launches a new Team Co-Pilot AI tool. And, actress Scarlett Johansson pushes back against OpenAI and the eerily similar Sky voice. See omnystudio.com/listener for privacy information.
21 Touko 202442min
Dell World Conference, Nvidia Earnings Preview
Bloomberg's Caroline Hyde and Ed Ludlow break down a preview for Nvidia's earnings. Plus conversations live from the Dell World Conference in Las Vegas. See omnystudio.com/listener for privacy information.
20 Touko 202441min
Applied Materials' Results, and OpenAI and Reddit's Partnership
Bloomberg's Caroline Hyde and Ed Ludlow break down Applied Materials' earnings which fail to impress investors. Plus, OpenAI and Reddit announce a partnership to bring its content to ChatGPT and other products, and CoreWeave secures nearly $8 billion in private debt. See omnystudio.com/listener for privacy information.
17 Touko 202443min
