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)

Google in DOJ Crosshairs and 13F Filings Hit

Google in DOJ Crosshairs and 13F Filings Hit

Bloomberg's Caroline Hyde and Ed Ludlow break down how a landmark antitrust win is prompting Washington to consider breaking up Google. Plus, Nvidia and Bitcoin ETFs are in focus as 13F filings hit, a...

14 Aug 202442min

Tech Stocks Jump and Musk Pitches Himself to Trump

Tech Stocks Jump and Musk Pitches Himself to Trump

Bloomberg's Caroline Hyde and Ed Ludlow break down tech stocks jumping on cooling inflation, though Citi strategists still see risks of a sell-off. Plus, Elon Musk pitches himself as government spendi...

13 Aug 202443min

Tech Outperforming and Elon Musk's Interview with Donald Trump

Tech Outperforming and Elon Musk's Interview with Donald Trump

Bloomberg's Caroline Hyde and Ed Ludlow bring full market coverage with tech back outperforming as traders brace for a big week in economic data. Plus, a preview of Elon Musk's interview with former P...

12 Aug 202440min

Paramount's TV Network Writedown, and Silicon Valley and the Election

Paramount's TV Network Writedown, and Silicon Valley and the Election

Bloomberg's Ed Ludlow breaks down why Paramount is up as the Nickelodeon and MTV parent follows Warner Brothers in a big writedown of its cable TV networks. Plus, cybersecurity firm Akamai jumps as th...

9 Aug 202444min

Stocks Push Higher and Warner Brothers Plunges

Stocks Push Higher and Warner Brothers Plunges

Bloomberg's Ed Ludlow takes a look at stocks pushing higher amid fading recession fears. Plus, Warner Brothers plunges after a $9.1B writedown, and after spending nearly 60 days in space, Nasa works o...

8 Aug 202444min

Airbnb's Record Plunge, Disney's Mixed Earnings

Airbnb's Record Plunge, Disney's Mixed Earnings

Bloomberg's Ed Ludlow sits down with executives from Lyft, Shopify and Reddit to break down these companies' earnings results. Plus, Airbnb sees a record plunge on a weak outlook, and Disney offers a ...

7 Aug 202441min

Stock Turnaround and Google's Monopoly Ruling

Stock Turnaround and Google's Monopoly Ruling

Bloomberg's Ed Ludlow brings full market coverage as stocks stage a Tuesday turnaround after $6.5 trillion was wiped from global markets. Plus, we sit down with the CTO of Palantir as AI demand boosts...

6 Aug 202434min

Tech Selloff Deepens: Nasdaq 100 Faces Worst Drop Since 2022

Tech Selloff Deepens: Nasdaq 100 Faces Worst Drop Since 2022

Bloomberg's Ed Ludlow breaks down the latest bout of volatility hitting financial markets and how tech stocks in particular are faring. Plus, a conversation with Groq Founder and CEO Jonathan Ross on ...

5 Aug 202442min

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