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(978)

Intel's Gelsinger Retires, Retailers Ready for Cyber Monday

Intel's Gelsinger Retires, Retailers Ready for Cyber Monday

Bloomberg's Caroline Hyde discusses Intel's next steps as CEO Pat Gelsinger retires. And, retailers get set for what could be a record Cyber Monday. Plus, the future of TikTok's potential ban as Presi...

2 Des 202442min

PC Sales, SoftBank and OpenAI, Holiday Box Office Trends

PC Sales, SoftBank and OpenAI, Holiday Box Office Trends

Bloomberg's Caroline Hyde breaks down Dell earnings and shares falling following sluggish PC demand. Plus, Softbank wants to boost its stake in OpenAI, and Wicked and Gladiator II kick off what's like...

27 Nov 202442min

Intel's Chips Grant, California Vs. Tesla

Intel's Chips Grant, California Vs. Tesla

Bloomberg's Caroline Hyde breaks down Intel's $7.9B chips grant from the Biden Administration and how it will boost US chip production. Plus, California proposes state incentives for EV buyers which w...

26 Nov 202442min

China's Tech, Tesla's Surge, and Bitcoin Stall

China's Tech, Tesla's Surge, and Bitcoin Stall

Bloomberg's Caroline Hyde breaks down the significance of Apple CEO Tim Cook's visit in China. Plus, a look at what's behind Tesla's post-election stock surge, and why Bitcoin's rally is stalling afte...

25 Nov 202439min

China Tech In Bear Market, Google's Chrome Future

China Tech In Bear Market, Google's Chrome Future

Bloomberg's Caroline Hyde discusses the increasing pressure faced by Chinese tech names as the sector enters bear territory. And, what's next for Google's Chrome browser after the DOJ says it must be ...

22 Nov 202442min

Nvidia’s Magic Fades

Nvidia’s Magic Fades

Bloomberg's Caroline Hyde discusses the latest sentiment around Nvidia as investors cool on the AI darling despite posting an earnings beat. And, the new Trump administration is said to be mulling a f...

21 Nov 202444min

Special Edition: Nvidia Forecast Misses Loftiest AI Estimates

Special Edition: Nvidia Forecast Misses Loftiest AI Estimates

Nvidia, the chipmaker at the heart of an artificial intelligence boom, delivered a revenue forecast that failed to meet the highest expectations, suggesting that the company’s dizzying growth run has ...

20 Nov 202419min

Qualcomm Eyes $22 Billion Growth, Crypto Sees Political Success

Qualcomm Eyes $22 Billion Growth, Crypto Sees Political Success

Bloomberg's Caroline Hyde sits down with Qualcomm CEO Cristiano Amon as they eye expansions that could potentially net them $22 billion. And, crypto sees political success after backing candidates wit...

20 Nov 202440min

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