AI Spending Delivers Mixed Results to Stocks

Bloomberg’s Caroline Hyde discusses potential plans by the US government to take a stake of about 10% in Intel as SoftBank buys into the chipmaker. Plus Palo Alto Networks CEO Nikesh Arora, discusses ...

19 Aug 202541min

Bloomberg’s Matt Miller discusses plans by current and former OpenAI employees to sell $6 billion worth of shares to an investor group that includes SoftBank. Plus, investors react to US government pl...

18 Aug 202543min

Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that the Trump administration is eyeing CHIPS Act funds in order to take a stake in Intel. Plus, Applied Materials shares plunge due to growing ...

15 Aug 202542min

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s AI push, which relies on robots, a lifelike version of Siri, and home security devices. Plus, Cisco CEO Chuck Robbins talks about AI sales and t...

14 Aug 202542min

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Treasury Secretary Scott Bessent’s comments that the US deal allowing Nvidia and AMD to sell some AI chips to China could be a “model” for others. Plus,...

13 Aug 202538min

Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that China is urging its domestic companies to avoid using Nvidia H20 chips. Plus, Elon Musk accuses Apple of favoring OpenAI above other AI com...

12 Aug 202547min

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s and AMD’s agreement to pay 15% of their revenues from Chinese artificial intelligence chip sales to the US government. Analysts and investors r...

11 Aug 202533min

Bloomberg’s Caroline Hyde speaks with OpenAI COO Brad Lightcap about the company’s latest model, GPT-5, and the battle to retain top talent in the artificial intelligence space. Plus, SoftBank and Met...

8 Aug 202544min