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(979)

Roblox Slumps on Alleged Inflated Metrics, States Sue TikTok

Roblox Slumps on Alleged Inflated Metrics, States Sue TikTok

Bloomberg's Caroline Hyde and Ed Ludlow discuss the state of Roblox as short seller Hindenburg Research bets against the company over alleged inflated metrics. Plus, multiple US states sue TikTok for ...

8 Okt 202441min

China's Chip Sector Rally and Amazon's RTO

China's Chip Sector Rally and Amazon's RTO

Bloomberg's Caroline Hyde and Ed Ludlow break down China's chip sector seeing a $13 billion rally. Plus, Amazon's leaders push for a return to offices to protect the tech giant's culture, and American...

7 Okt 202443min

Ubisoft Jumps on Buyout Reports, EU Tariffs on Chinese EVs

Ubisoft Jumps on Buyout Reports, EU Tariffs on Chinese EVs

Bloomberg's Caroline Hyde and Ed Ludlow break down Ubisoft's stock jump following buyout reports as Tencent and its founders eye taking it private. Plus, the EU votes to impose tariffs of up to 45% on...

4 Okt 202442min

OpenAI's Historic Funding Round, AI Dominates VC Deals

OpenAI's Historic Funding Round, AI Dominates VC Deals

Bloomberg's Caroline Hyde and Ed Ludlow break down OpenAI's historic funding round and its new loan agreement securing $10B in total liquidity. Plus, PitchBook data shows AI is dominating VC deals in ...

3 Okt 202442min

Tesla Deliveries Increase and Apple Readies Low-End iPhone

Tesla Deliveries Increase and Apple Readies Low-End iPhone

Bloomberg's Caroline Hyde and Ed Ludlow break down why investors are disappointed even as Tesla posted its first increase in quarterly sales this year. Plus, Apple prepares to announce a new low-end i...

2 Okt 202441min

Escalation Between Iran and Israel, Tech Leads Selloff

Escalation Between Iran and Israel, Tech Leads Selloff

Bloomberg's Caroline Hyde looks at tech leading a market selloff following the news that the US has indications Iran is preparing to imminently launch a ballistic missile attack against Israel. Plus, ...

1 Okt 202443min

DirecTV and Dish To Merge, Beijing Wants to Ditch Nvidia Chips

DirecTV and Dish To Merge, Beijing Wants to Ditch Nvidia Chips

Bloomberg's Caroline Hyde breaks down how the DirecTV and Dish merger could pave the way for the biggest Pay-TV provider in the US. Plus, Beijing steps up pressure on domestic companies to ditch Nvidi...

30 Sep 202434min

Security, Bookmarked: Manufacturing (Sponsored Content)

Security, Bookmarked: Manufacturing (Sponsored Content)

A chemical manufacturing company grinds to a halt when a cyberattack locks up their entire assembly line. Kurtis Minder, a renowned ransomware negotiator, answers their call for help and explains why ...

28 Sep 202420min

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