Apple's Tough Start in China and TikTok's Bill
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.
23 Huhti 202441min
TikTok Bill Heads to Senate, Chaos Erupts at Tesla
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.
22 Huhti 202440min
Netflix's Earnings and Ramp's Fundraise
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.
19 Huhti 202442min
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
