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)

Intel Appoints New CEO, FTC Moves Ahead With Microsoft Antitrust Probe

Intel Appoints New CEO, FTC Moves Ahead With Microsoft Antitrust Probe

Bloomberg's Caroline Hyde and Jackie Davalos discuss the news pushing Intel shares higher. And, we hear from SuRo Capital CEO Mark Klein about how market volatility could impact one of the year's hotl...

13 Mar 202542min

Tech Rebounds Amid Tariff Tensions, Tesla Investors on the Sidelines

Tech Rebounds Amid Tariff Tensions, Tesla Investors on the Sidelines

Bloomberg's Jackie Davalos and Sonali Basak discuss tech's market rebound amid Trump's tariff tensions. And, a look at Tesla's future as the company leads the S&P 500 as the biggest decliner so far th...

12 Mar 202541min

Special: Bloomberg Tech Live From HumanX

Special: Bloomberg Tech Live From HumanX

Bloomberg's Caroline Hyde reports from Las Vegas for a special edition of Bloomberg Technology, live from the HumanX conference. Guests include: Sequoia Capital Partner Alfred Lin, Writer CEO May Habi...

11 Mar 202544min

ServiceNow's $3B AI Bet, Crypto Slumps Post Crypto Reserve Announcement

ServiceNow's $3B AI Bet, Crypto Slumps Post Crypto Reserve Announcement

Bloomberg's Caroline Hyde and Jackie Davalos discuss ServiceNow's move to buy startup Moveworks for $3 billion. And, Crypto markets sink further as tariff tensions permeate investor sentiment despite ...

10 Mar 202542min

David Sacks On a US Bitcoin Reserve, HPE's Weaker Year

David Sacks On a US Bitcoin Reserve, HPE's Weaker Year

Bloomberg's Caroline Hyde and Jackie Davalos speak with White House AI and Crypto Czar David Sacks as President Trump signs an executive order for a Bitcoin reserve. And, Broadcom shares rise as the c...

7 Mar 202544min

AI Fuels Tech Selloff, President Trump To Meet Tech CEOs

AI Fuels Tech Selloff, President Trump To Meet Tech CEOs

Bloomberg's Caroline Hyde and Jackie Davalos discuss the AI selloff, putting pressure on the chips sector and earnings. And, China ramps up its AI competition, fueling stock gains in Asia. Plus, Presi...

6 Mar 202541min

Trump's Potential CHIPS Reversal, Tech Faces Tariff Volatility

Trump's Potential CHIPS Reversal, Tech Faces Tariff Volatility

Bloomberg's Caroline Hyde and Jackie Davalos discuss a potential CHIPS Act reversal as President Trump calls the program "horrible". And, we take a look at how President Trump's tariffs are impacting ...

5 Mar 202546min

Trump's TSMC Investment, Hulu Oscar Glitches

Trump's TSMC Investment, Hulu Oscar Glitches

Bloomberg's Jackie Davalos and Romaine Bostick discuss a President Trump's potential announcement of a $100 billion chip-making investment into TSMC in the US. And, a look at the tariff impact on the ...

3 Mar 202543min

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