AI Spending Delivers Mixed Results to Stocks

AI Spending Delivers Mixed Results to Stocks

Bloomberg’s Caroline Hyde and Ed Ludlow discuss AI capital expenditures after Meta, Microsoft and Tesla all reported raising spend in their earnings. Plus, Apple is set to release results after the bell with investors focused on holiday sales and memory costs. And, Amazon reported hundreds of thousands of pieces of content it believed included child sexual abuse material, which it found in data gathered to improve its AI models.

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Episoder(975)

Bloomberg Tech Summit Special

Bloomberg Tech Summit Special

Bloomberg Technology hits the road with Ed Ludlow and Caroline Hyde live from the Tech Summit in San Francisco. They speak with Anduril Executive Chairman Trae Stephens about the company's latest fund...

5 Jun 202539min

Tesla’s FSD Factored in Fatal Crash, GlobalFoundries Boosts US Production 

Tesla’s FSD Factored in Fatal Crash, GlobalFoundries Boosts US Production 

Bloomberg’s Caroline Hyde and Ed Ludlow discuss footage and details from late 2023 when a Tesla using what the company calls Full Self-Driving (FSD) was in a fatal crash. Plus, GlobalFoundries CEO Tim...

4 Jun 202541min

Meta Turns to Nuclear Power to Run AI

Meta Turns to Nuclear Power to Run AI

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Meta’s plans to buy nuclear power from Constellation Energy. Plus xAI is selling $5 billion in debt, the latest in a series of fundraising efforts acros...

3 Jun 202542min

Tesla Under Pressure, Big Tech Bolsters S&P 500

Tesla Under Pressure, Big Tech Bolsters S&P 500

Bloomberg’s Caroline Hyde discusses the latest trade tensions between the US and China and the impact they are having on tech. Plus, Tesla is under pressure as sales fall aggressively in France, and E...

2 Jun 202542min

AWS CEO Matt Garman Lays Out Amazon’s AI Plans

AWS CEO Matt Garman Lays Out Amazon’s AI Plans

Bloomberg’s Ed Ludlow speaks with Amazon Web Services CEO Matt Garman about the company’s AI growth and its partners. Plus, sales of Apple’s iPhone are set to take a big hit from tariffs. And Presiden...

30 Mai 202546min

Nvidia Shrugs Off China Concerns With Upbeat Forecast

Nvidia Shrugs Off China Concerns With Upbeat Forecast

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia surpassing Microsoft as the most valuable company, after investors shrugged off concerns about China-related curbs. Plus, Informatica’s CEO expla...

29 Mai 202542min

Nvidia CEO Jensen Huang Eases China Concerns, Touts AI Growth

Nvidia CEO Jensen Huang Eases China Concerns, Touts AI Growth

Bloomberg’s Ed Ludlow is joined by Nvidia CEO Jensen Huang to discuss the chipmaker's first-quarter earnings and the company’s $8 billion hit from China. Plus Ayako Yoshioka, from Wealth Enhancement G...

29 Mai 202533min

Preparing for Nvidia Earnings, SpaceX Faces Another Setback

Preparing for Nvidia Earnings, SpaceX Faces Another Setback

Bloomberg’s Caroline Hyde and Ed Ludlow discuss what investors are expecting from Nvidia’s earnings, which are set to be released after markets close on Wednesday. Plus, SpaceX’s Starship test flight ...

28 Mai 202542min

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