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)

China Fights Tariffs with Tariffs

China Fights Tariffs with Tariffs

Bloomberg's Caroline Hyde and Jackie Davalos discuss China's retaliatory tariffs, including a probe into Alphabet. And, a look at Palantir as the stock surges to a new record on "untamed growth" for A...

4 Feb 202542min

Trump Tariffs Roil Markets, Musk's DOGE In Action

Trump Tariffs Roil Markets, Musk's DOGE In Action

Bloomberg's Caroline Hyde and Jackie Davalos discuss the market volatility as President Trump threatens tariffs against Canada, Mexico and China. And, what to expect from Palantir earnings. Plus, a lo...

3 Feb 202542min

Instant Reaction: Trump Tariffs Hit Mexico, Canada and China

Instant Reaction: Trump Tariffs Hit Mexico, Canada and China

US President Donald Trump ramped up his tariff threats to the European Union while saying he would speak with the leaders of Canada and Mexico, as stock markets sank following a hectic weekend that sa...

3 Feb 202510min

US Probes DeepSeek Chips

US Probes DeepSeek Chips

Bloomberg's Caroline Hyde and Mike Shepard discuss a US probe into DeepSeek on whether the company bought Nvidia chips through a Singapore-based third party. And, Apple posts an optimistic outlook whi...

31 Jan 202543min

Bloomberg Bonus Episode: Apple and Intel Earnings

Bloomberg Bonus Episode: Apple and Intel Earnings

Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Apple and Intel. They speak with: Bloomberg News Technology Reporter Jackie Davalos Angelo Zino, Senior Equity...

30 Jan 202534min

Bonus Episode: Tesla, Meta and Microsoft Earnings

Bonus Episode: Tesla, Meta and Microsoft Earnings

Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Tesla, Meta and Microsoft. They speak with: Bloomberg Intelligence Senior Technology Analyst Mandeep Singh Blo...

29 Jan 202552min

ASML's Record Surge, Microsoft Investigates DeepSeek Code

ASML's Record Surge, Microsoft Investigates DeepSeek Code

Bloomberg's Caroline Hyde and Mike Shepard discuss ASML's record surge as it sees sustained AI demand. And, Microsoft and OpenAI are investigating whether OpenAI code was obtained in an unauthorized w...

29 Jan 202542min

Digesting DeepSeek's AI Impact

Digesting DeepSeek's AI Impact

Bloomberg's Caroline Hyde and Mike Shepard discuss the ripple effect of DeepSeek's AI turmoil as the tech sector and markets digest the implications of cheaper and more accessible AI. And, we speak wi...

28 Jan 202542min

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