Cisco Shares Nears Dot-Com Highs
Bloomberg’s Caroline Hyde and Ed Ludlow speak with Cisco CEO Chuck Robbins after the company raised its outlook and showed progress capturing more of the global AI spend. Plus, their conversation with Disney CFO Hugh Johnston on the media giant’s plan to invest in its content slate and streaming bundling. And Tesla is developing support for Apple's CarPlay system in its vehicles, according to sources, working to add one of the most highly requested features by customers.See omnystudio.com/listener for privacy information.
13 Marras 202543min
Anthropic to Spend $50 Billion Building US Data Centers
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the continued data center boom, as Anthropic pledges to spend $50 billion building data centers in the US, and Meta announces plans for a $1 billion data center in Wisconsin. Plus, shares of AMD spike after the Nvidia rival projected accelerating growth for its chips. And fitness tracker Whoop eyes an IPO.See omnystudio.com/listener for privacy information.
12 Marras 202543min
CoreWeave Tumbles on Data Center Delay
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in Nvidia shares as SoftBank sells its entire stake in the chipmaker to help bankroll its other AI investments. Plus, CoreWeave CEO Micheal Intrator talks about the company's earnings, data center delay, and efforts to diversify its supply chain. And, Paramount Skydance reports its first earnings since David Ellison's takeover.See omnystudio.com/listener for privacy information.
11 Marras 202541min
Tech Stocks Rally on Hope US Shutdown Nears End
Bloomberg’s Tim Stenovec discusses the rally in tech stocks as risk-on sentiment rises off of hope the US government shutdown could be coming to an end. Plus, tech and media earnings continue, with CoreWeave and Paramount reporting after the closing bell. And San Jose Mayor Matt Mahan talks about the city's growing artificial intelligence infrastructure and its latest data center initiative.See omnystudio.com/listener for privacy information.
10 Marras 202543min
AI Backstop Debate, Musk’s $1 Trillion Pay Package
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impacts of comments made by OpenAI CFO Sarah Friar that suggested the government might backstop AI chip investments. Plus, they dig into Elon Musk’s bold promises for Tesla, after shareholders approved a $1 trillion compensation package. And the CEOs of Affirm and DraftKings discuss their companies' earnings.See omnystudio.com/listener for privacy information.
7 Marras 202543min
Qualcomm Earnings, Musk $1 Trillion Pay Vote
Bloomberg’s Caroline Hyde and Ed Ludlow speak with Qualcomm CEO Cristiano Amon about the company's earnings and the outlook for AI. Plus they break down earnings from Chime, Lyft, Robinhood and Figma. And investors explain the reasons behind their votes for and against Tesla's proposed $1 trillion pay package for Elon Musk. See omnystudio.com/listener for privacy information.
6 Marras 202546min
New York Tech Sector Prepares for Mayor-Elect Mamdani
Bloomberg’s Ed Ludlow discusses AMD’s earnings as AI valuation concerns from investors continue. Plus, New York City’s tech sector prepares to work with the city’s Mayor-elect Zohran Mamdani. And all eyes on Tesla as the company's shareholders are set to vote on the proposed $1 trillion pay package for Elon Musk.See omnystudio.com/listener for privacy information.
5 Marras 202545min
Investors Question AI Valuations
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in tech shares as concerns grow about the sustainability of the AI rally. Plus, as earnings season continues, they break down results from Palantir, Uber, Spotify and Grab. And the world's largest sovereign wealth fund votes against Tesla's proposed pay package for CEO Elon Musk.See omnystudio.com/listener for privacy information.
4 Marras 202542min
