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(976)

Tesla Sales Slump, TikTok Deadline Looms, Roblox CEO Discusses Company Vision 

Tesla Sales Slump, TikTok Deadline Looms, Roblox CEO Discusses Company Vision 

Bloomberg’s Caroline Hyde discusses Tesla’s share whiplash as stocks plunge on poor sales numbers, then rise on reports Elon Musk will leave the White House soon. Plus, Project Liberty founder Frank M...

2 Apr 202548min

The Nasdaq’s Worst Quarter, Rivian Spins off “Micromobility” Startup

The Nasdaq’s Worst Quarter, Rivian Spins off “Micromobility” Startup

Bloomberg’s Caroline Hyde discusses the Nasdaq 100’s worst quarter in years as fears of an AI bubble weigh on investors. Plus, former FCC Chairman Tom Wheeler explains the possible impact of the Trump...

1 Apr 202542min

Anticipating More Trump Tariffs, DOGE's Tesla Impact

Anticipating More Trump Tariffs, DOGE's Tesla Impact

Bloomberg's Caroline Hyde details the impact of President Trump's reciprocal tariffs ahead of their planned implementation on April 2nd. And, Elon Musk admits that his DOGE activity is coming at a cos...

31 Mar 202542min

Introducing: Stock Movers

Introducing: Stock Movers

Stock Movers is a new, five-minute report on today's winners and losers in the stock market. Listen for analysis on the companies making news in markets. Listen on Apple: https://podcasts.apple.c...

29 Mar 202530s

CoreWeave’s Debut Tests Market Appetite for AI and IPOs

CoreWeave’s Debut Tests Market Appetite for AI and IPOs

Bloomberg’s Caroline Hyde discusses CoreWeave’s IPO with David Snyderman, Senior Managing Partner of Magnetar, which is CoreWeave’s largest equity holder.Plus, why CoreWeave’s CEO said the company’s p...

28 Mar 202542min

Tesla Emerging as Tariff Winner, Crypto Welcomes Paul Aktin for SEC Chair

Tesla Emerging as Tariff Winner, Crypto Welcomes Paul Aktin for SEC Chair

Bloomberg’s Caroline Hyde discusses how President Trump’s 25% tariff on the auto sector is impacting shares of Tesla and Rivian with Andrew Rogers of Boundary Stone Partners. Plus, Austin Russell, CEO...

27 Mar 202543min

New Deal Brings Anthropic's Claude to Databricks, Amazon's Allure Among Mag 7

New Deal Brings Anthropic's Claude to Databricks, Amazon's Allure Among Mag 7

Bloomberg’s Caroline Hyde discusses the fall in Mag 7 stocks as tariff worries loom. Plus, the CEOs of Anthropic and Databricks speak exclusively about a new partnership to bring Claude AI models to e...

26 Mar 202542min

Tesla Sales Fall in Europe, US Drone Makers Take on China

Tesla Sales Fall in Europe, US Drone Makers Take on China

Bloomberg’s Caroline Hyde looks at Tesla shares. The electric vehicle makers reported falling sales in Europe, but Tesla investors - like Ark Invest CEO Cathie Wood - remain bullish. Plus, even with r...

25 Mar 202542min

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