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(977)

Trump Proposes More Tariffs, Musk's X Looks To $44B Valuation

Trump Proposes More Tariffs, Musk's X Looks To $44B Valuation

Bloomberg's Caroline Hyde and Jackie Davalos discuss President Trump's plans to introduce more tariffs, nearly 25% on autos, chips and more. And, Apple adds the iPhone 16E to its lineup. Plus, Elon Mu...

19 Feb 202541min

Intel Soars on Potential Deals, Musk says Grok-3 is "Smartest AI"

Intel Soars on Potential Deals, Musk says Grok-3 is "Smartest AI"

Bloomberg's Jackie Davalos and Tim Stenovec discuss Intel's soaring stock price after reports that TSMC and Broadcom are mulling potential deals. And, Elon Musk debuts a new Grok-3 model chatbot, call...

18 Feb 202543min

JD Vance Bashes Europe, Musk Factories' Undocumented Workers

JD Vance Bashes Europe, Musk Factories' Undocumented Workers

Bloomberg's Jackie Davalos and Tim Stenovec discuss JD Vance's speech at the Munich Security Conference saying Europe is undermining democratic values. And, a conversation with Databricks CEO Ali Ghod...

14 Feb 202540min

Apple Chooses Alibaba For China AI, Elon Musk Continues OpenAI Feud

Apple Chooses Alibaba For China AI, Elon Musk Continues OpenAI Feud

Bloomberg's Caroline Hyde and Jackie Davalos discuss Apple's plans to use Alibaba's AI tech for its iPhones in China while reports are said to indicate conversations with Baidu are still ongoing. And,...

13 Feb 202542min

Paris Looks to the Future of AI, DOGE Sniffs Out Treasury 'Irregularities'

Paris Looks to the Future of AI, DOGE Sniffs Out Treasury 'Irregularities'

Bloomberg's Caroline Hyde and Jackie Davalos discuss the state of global AI initiatives as the Paris AI summit gets underway. And, questions arise as President Trump says DOGE may have found "irregula...

10 Feb 202543min

Amazon Spends Big, DraftKings Sees Major Super Bowl Bets

Amazon Spends Big, DraftKings Sees Major Super Bowl Bets

Bloomberg's Caroline Hyde and Jackie Davalos discuss Amazon's $100B spending on AI as earnings fail to excite investors. And, US Treasury Secretary Scott Bessent pushes back on DOGE worries, saying it...

7 Feb 202542min

Arm Disappoints with Outlook, Vanguard Slashes Fees

Arm Disappoints with Outlook, Vanguard Slashes Fees

Bloomberg's Caroline Hyde and Jackie Davalos discuss Arm's conservative forecast with CEO Rene Haas. And, a conversation with Vanguard CEO Salim Ramji as the company announces reduced fees. Plus, Robl...

7 Feb 202542min

China Targets Apple, AMD Disappoints With AI Outlook

China Targets Apple, AMD Disappoints With AI Outlook

Bloomberg's Caroline Hyde and Jackie Davalos discuss Apple's geopolitical battles as China weighs a probe into its app store fees. And, Alphabet shares slump as its cloud business growth slows. Plus, ...

5 Feb 202541min

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