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.

See omnystudio.com/listener for privacy information.

Episoder(979)

Salesforce Plunges on Outlook, C3.ai CEO Joins on Earnings, Inside Elon Musk's Universe

Salesforce Plunges on Outlook, C3.ai CEO Joins on Earnings, Inside Elon Musk's Universe

Bloomberg's Caroline Hyde discusses Salesforce earnings as shares fall by the most since 2004. Plus, we sit down with the CEO of C3.ai as artificial intelligence demand boosts the company's results. A...

30 Mai 202442min

Hedge Fund Exposure to Tech Hits Record High

Hedge Fund Exposure to Tech Hits Record High

Bloomberg's Caroline Hyde and Ed Ludlow break down the outlook for tech investing as hedge fund exposure to technology hits a record high. Plus, how YouTube CEO Neal Mohan plans to make the video plat...

29 Mai 202439min

Apple Rebounds in China, Bitcoin and Ether Retreat

Apple Rebounds in China, Bitcoin and Ether Retreat

Bloomberg's Caroline Hyde and Ed Ludlow break down Apple's rebound in China as iPhone shipments spike in April. Plus, Bitcoin and Ether retreat, and Elon Musk's xAI raises $6 billion in a fresh round....

28 Mai 202442min

SpaceX's Tender Offer and AI In Hollywood

SpaceX's Tender Offer and AI In Hollywood

Bloomberg's Ed Ludlow breaks down SpaceX weighing a tender offer that would value the company at $200 billion. Plus, Alphabet and Meta are in talks with Hollywood studios to use their content for AI v...

24 Mai 202442min

Nvidia Stock Surges and the DOJ Comes After Live Nation

Nvidia Stock Surges and the DOJ Comes After Live Nation

Bloomberg's Caroline Hyde and Ed Ludlow break down Nvidia's earnings as its sales forecast lives up to high expectations. Plus, the Department of Justice takes aim to break up Live Nation, and Tesla C...

23 Mai 202434min

Nvidia's Earnings and Apple's DOJ Case

Nvidia's Earnings and Apple's DOJ Case

Bloomberg's Caroline Hyde and Ed Ludlow break down what to expect from Nvidia's earnings coming after the bell. Plus, Apple looks to get its DOJ antitrust case tossed out, and Scale AI secures $1 bill...

22 Mai 202443min

TSMC and ASML's China Invasion Plan; Microsoft's New Team Co-Pilot

TSMC and ASML's China Invasion Plan; Microsoft's New Team Co-Pilot

Bloomberg's Caroline Hyde breaks down the news that TSMC and ASML can remotely shut their equipment in the event of an invasion. Plus, Microsoft launches a new Team Co-Pilot AI tool. And, actress Scar...

21 Mai 202442min

Dell World Conference, Nvidia Earnings Preview

Dell World Conference, Nvidia Earnings Preview

Bloomberg's Caroline Hyde and Ed Ludlow break down a preview for Nvidia's earnings. Plus conversations live from the Dell World Conference in Las Vegas.  See omnystudio.com/listener for privacy inform...

20 Mai 202441min

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