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)

BYD Sales Soar, AI to Protect Kids Online, Airbus CEO on Defense Tech

BYD Sales Soar, AI to Protect Kids Online, Airbus CEO on Defense Tech

Bloomberg’s Matt Miller discusses electric car sales as BYD’s 2024 revenue tops Tesla. Plus, Jeffrey Katzenberg, Managing Partner at WndrCo and Hari Ravichandran, CEO of Aura join to discuss new AI-Po...

24 Mar 202540min

Bumpy Week for Nvidia and Tesla,  The Crypto Fortune Building a Space Station

Bumpy Week for Nvidia and Tesla, The Crypto Fortune Building a Space Station

Bloomberg’s Tim Stenovec discusses how Nvidia's and Tesla's shares have slid over the last week. Plus, Micron says margins will miss analyst estimates this quarter. And a crypto billionaire puts his f...

21 Mar 202546min

Bloomberg Technology Special Live From GTC

Bloomberg Technology Special Live From GTC

Bloomberg’s Ed Ludlow looks at the impact Nvidia’s CEO has had on quantum computing. He sits down with industry leaders including the CEO of D-Wave and Executive Chairman of IonQ to discuss the timeli...

20 Mar 202521min

SoftBank’s Purchase of Ampere, Future of Ed-Tech

SoftBank’s Purchase of Ampere, Future of Ed-Tech

Bloomberg’s Tim Stenovec discusses Nvidia’s growth plans with Bloomberg’s Ed Ludlow from Quantum Day at GTC. And Ampere Computing’s CEO joins to talk about the chip designer’s $6.5bn sale to SoftBank....

20 Mar 202543min

Nvidia’s New AI Offerings, Musk Buys More X Shares

Nvidia’s New AI Offerings, Musk Buys More X Shares

Bloomberg’s Caroline Hyde and Tim Stenovec discuss how analysts are reacting to Nvidia's product roadmap. Plus, Cloudflare CEO Matthew Prince describes how his company’s new product helps safeguard en...

19 Mar 202543min

Google Agrees to Buy Wiz, Investors Prepare for Nvidia GTC

Google Agrees to Buy Wiz, Investors Prepare for Nvidia GTC

Bloomberg’s Caroline Hyde and Tim Stenovec discuss Google’s plan to acquire cybersecurity startup Wiz. Plus, Sands Capital’s Daniel Pilling lays out what investors are expecting from Nvidia CEO Jensen...

18 Mar 202542min

Nvidia GTC, New FTC Chairman on the Trump Administration

Nvidia GTC, New FTC Chairman on the Trump Administration

Bloomberg’s Caroline Hyde and Tim Stenovec discuss what investors are expecting from Nvidia’s GTC conference this week. Plus, FTC Chairman Andrew Ferguson explains how the agency will approach antitru...

17 Mar 202542min

Trump’s Crypto Impact, Palantir’s Karp Calls for AI-Driven Reform

Trump’s Crypto Impact, Palantir’s Karp Calls for AI-Driven Reform

Bloomberg's Katie Greifeld and Jackie Davalos discuss how the S&P 500 and Nasdaq face uneven recovery after a tariff-triggered correction, and how Wall Street is embracing crypto under Trump. And we h...

14 Mar 202541min

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