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)

Tesla's Deliveries and Microsoft's AI Deal with the UAE's G42

Tesla's Deliveries and Microsoft's AI Deal with the UAE's G42

Bloomberg's Caroline Hyde and Ed Ludlow break down Tesla's delivery numbers beating estimates despite posting its second consecutive drop in quarterly deliveries. Plus, Microsoft's AI deal with the UA...

2 Jul 202442min

Nvidia's Struggle, SCOTUS and Social Media

Nvidia's Struggle, SCOTUS and Social Media

Bloomberg's Caroline Hyde and Ed Ludlow break down the latest in tech markets as Nvidia struggles. Plus, we'll have the latest from Washington as the Supreme Court sends social media laws back to lowe...

1 Jul 202442min

The Presidential Debate and Apple's Business in China

The Presidential Debate and Apple's Business in China

Bloomberg's Ed Ludlow breaks down full coverage of the first presidential debate and discusses the state of crypto with former Republican presidential hopeful Vivek Ramaswamy. Plus, Apple's iPhone shi...

28 Jun 202445min

Micron Falls on Earnings and SpaceX Nabs a $210B Valuation

Micron Falls on Earnings and SpaceX Nabs a $210B Valuation

Bloomberg's Caroline Hyde and Ed Ludlow break down Micron's results sending shares falling as its forecast failed to meet the loftiest AI-driven expectations. Plus, SpaceX notches a $210 billion valua...

27 Jun 202442min

Rivian and VW's Partnership and Social Media Disinformation

Rivian and VW's Partnership and Social Media Disinformation

Bloomberg's Ed Ludlow brings full EV coverage as Rivian and VW forge a $5 billion partnership. Plus, the Supreme Court clears the way for the White House to seek the removal of misinformation posts on...

26 Jun 202449min

Nvidia Snaps Rout and Oracle Warns of TikTok Impact

Nvidia Snaps Rout and Oracle Warns of TikTok Impact

Bloomberg's Ed Ludlow breaks down how Nvidia snapped its three-day rout that wiped $430 billion off its market cap. Plus, Oracle warns of a financial impact to its business should TikTok be banned in ...

25 Jun 202436min

Nvidia's Slide and Apple's EU Fines

Nvidia's Slide and Apple's EU Fines

Bloomberg's Ed Ludlow breaks down Nvidia sliding for a third consecutive day and wiping out $400 billion off its market cap. Plus, Apple faces billions of euros in fines over its App Store rules under...

24 Jun 202440min

TikTok Ban and Softbank's 'Super' AI Plans

TikTok Ban and Softbank's 'Super' AI Plans

Bloomberg's Ed Ludlow breaks down the latest on the TikTok ban as the company argues the US disregarded its national security plans. Softbank's Masa Son announces plans to bring about an era of artifi...

21 Jun 202441min

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