Intel Rebuffs Arm, China Tech Stocks Soar
Bloomberg's Caroline Hyde and Ed Ludlow break down Arm's interest in Intel's product division, only to have Intel turn down Arm's advances, and China stocks in the US are set for their best week since 2022. Plus, "money is green" when it comes to database and nuclear build out according to US Energy Secretary Granholm, who supports the US AI efforts to expand even with foreign investment. See omnystudio.com/listener for privacy information.
27 Syys 202441min
OpenAI's Restructuring, Micron Shares Surging
Bloomberg's Ed Ludlow looks at OpenAI mulling a restructuring and discussing giving Sam Altman a 7% equity stake in the company. Plus, Micron shares see their biggest one-day gain since 2011 on the back of earnings, a look at Meta's augmented reality strategy, and NYC Mayor Adams gets indicted. See omnystudio.com/listener for privacy information.
26 Syys 202451min
SAP and Carahsoft Get Probed, OpenAI Pitches the White House
Bloomberg's Caroline Hyde and Ed Ludlow break down the US' investigation of SAP and IT solutions provider Carahsoft for potential price fixing. Plus, OpenAI makes a pitch to the White House while France gets ready for its own AI summit, and Wiz mulls a share sale. See omnystudio.com/listener for privacy information.
25 Syys 202440min
China Tech Stocks Surge, US Chips Get Boost
Bloomberg's Caroline Hyde and Ed Ludlow break down why China tech stocks are on a tear after Beijing's push to boost growth. Plus, US chips get a boost too with a bill headed to Biden's desk that cuts red tape, and Citigroup's head of tech deals discusses all things M&A.See omnystudio.com/listener for privacy information.
24 Syys 202443min
Apollo's Multibillion Intel Offer, Alex Karp and Wall Street
Bloomberg's Caroline Hyde and Ed Ludlow break down Apollo's multibillion-dollar investment offer in Intel after Qualcomm's own takeover approach. Plus: more US curbs might mean more trouble for China EVs, and Bloomberg Businessweek has a deep dive into the CEO of Palantir and his love-hate relationship with Wall Street as the company enters the S&P500. See omnystudio.com/listener for privacy information.
23 Syys 202442min
Apple's iPhone Hits Stores and Microsoft's AI Power Needs
Bloomberg's Caroline Hyde and Ed Ludlow break down Apple's iPhone 16 sales as the product hits stores today - without the crucial AI features. Plus, Microsoft's AI power needs prompt the revival of a dormant reactor, and we hear from Salesforce CEO Marc Benioff and from the company's head of ventures. See omnystudio.com/listener for privacy information.
20 Syys 202443min
Stocks Hit Highs and Apple's EU Warning
Bloomberg's Caroline Hyde and Ed Ludlow drill down on tech outperforming as stocks jump on the jumbo Fed rate cut. Plus, Apple gets a warning from the EU to open up its iPhone Operating System, and Elon Musk's X is back on in Brazil after the platform bypassed a ban through a software update.See omnystudio.com/listener for privacy information.
19 Syys 202442min
The Fed Decides, Microsoft and BlackRock Team Up
Bloomberg's Caroline Hyde and Ed Ludlow break down what to expect from the upcoming Fed decision. Plus, Microsoft and BlackRock plan to launch a $30 billion AI investment fund, and EU judges overturn Google's $1.7 billion antitrust fine.See omnystudio.com/listener for privacy information.
18 Syys 202442min
