CoreWeave Tumbles on Data Center Delay
Bloomberg Tech11 Marras

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.

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Tesla Costs Undermine Record EV Sales

Tesla Costs Undermine Record EV Sales

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the plunge in Tesla’s profits that came despite record vehicle sales and the ongoing debate around the proposed trillion dollar pay package for Elon Musk. Plus, the White House says it is weighing broad software restrictions against China, as the country pushes for tech self-reliance. And T-Mobile’s incoming CEO Srini Gopalan discusses the company’s third quarter earnings as it adds 1 million new mobile phone subscribers.See omnystudio.com/listener for privacy information.

23 Loka 42min

Anthropic, Google Discuss Multibillion-Dollar Cloud Deal

Anthropic, Google Discuss Multibillion-Dollar Cloud Deal

Bloomberg’s Ed Ludlow looks at the impact of discussions between Anthropic and Google for the AI startup to take additional computing power from Google, valued in the high tens of billions of dollars. Plus, tech earnings season is underway with Netflix and Texas Instruments disappointing investors. And AT&T CEO John Stankey discusses the impact of the iPhone 17 launch and growth of broadband customers.See omnystudio.com/listener for privacy information.

22 Loka 44min

OpenAI Targets Banking, Warner Bros. Considers Sales Options

OpenAI Targets Banking, Warner Bros. Considers Sales Options

Bloomberg’s Ed Ludlow discusses OpenAI’s secretive project to train its artificial intelligence to build financial models and what that could mean for junior bankers. Plus, President Trump announced a deal with Australia on rare earths to counter China's dominance. And shares of Warner Bros. Discovery jumped after the company said it has expanded a strategic review of the business to maximize shareholder value.See omnystudio.com/listener for privacy information.

21 Loka 42min

AWS Races to Address Widespread Outage

AWS Races to Address Widespread Outage

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact of an outage at Amazon Web Services, causing widespread disruption. Plus, President Trump lists rare earths among his top priorities as the US and China resume trade talks. And IBM and Groq partner up to provide ultra-high-speed, low latency AI capabilities to enterprise customers.See omnystudio.com/listener for privacy information.

20 Loka 43min

Introducing: The Mishal Husain Show

Introducing: The Mishal Husain Show

Make sense of the world with one essential conversation, every week. Mishal Husain, one of Britain's best interviewers, brings her signature blend of curiosity and tenacity to weekly conversations with world leaders, business titans, and cultural icons, revealing who they really are and how they see the world changing around them.Follow the podcast wherever you listen, so you don't miss an episode.swap.fm/l/P1iueaQy5gndhEheLwN3See omnystudio.com/listener for privacy information.

18 Loka 2min

Trump Talks US-China Trade, Crypto Billions Vanish

Trump Talks US-China Trade, Crypto Billions Vanish

Bloomberg Tech's Caroline Hyde discusses the growing China-US trade tensions as President Donald Trump gets set to meet China's Xi Jinping. Plus, billions of dollars in the crypto markets disappear as altcoins fall. And, Apple gets into touch with plans to revamp its MacBook lineup with touch displays.See omnystudio.com/listener for privacy information.

17 Loka 42min

TSMC Beats Expectations, Raises Revenue Outlook

TSMC Beats Expectations, Raises Revenue Outlook

Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC's third-quarter results, which beat expectations and provided a positive outlook buoyed by strong AI demand. Plus, China unveils export controls on its rare-earth supply chain, sparking a global pushback. And the head of Apple’s ChatGPT-like search effort leaves in another blow to the company’s AI ambitions.See omnystudio.com/listener for privacy information.

16 Loka 44min

ASML Earnings Signal AI Demand Holding Strong

ASML Earnings Signal AI Demand Holding Strong

Bloomberg’s Caroline Hyde breaks down ASML’s earnings as the AI boom continues to fuel demand for its cutting-edge chip-making machines. Plus, deals to develop data centers just keep coming, among them Microsoft and UK startup NScale inking a fourth deal. And Apple updates its top-of-the-line iPad Pro and other products with its own in-house chip.See omnystudio.com/listener for privacy information.

15 Loka 42min

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