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(980)

EU's Digital Markets Act, Lucid's Lifeline

EU's Digital Markets Act, Lucid's Lifeline

Bloomberg's Caroline Hyde and Ed Ludlow break down the European Union's latest investigation into whether Apple, Google and Meta are in compliance with the new Digital Markets Act. Plus Lucid Motors  ...

25 Mar 202441min

DOJ's Apple Lawsuit and the IPO Ecosystem

DOJ's Apple Lawsuit and the IPO Ecosystem

Bloomberg's Caroline Hyde and Ed Ludlow break down the regulatory overhang for Apple amid the Justice Department's sweeping lawsuit against the iPhone maker. Plus, the outlook for the IPO ecosystem af...

22 Mar 202438min

Instant Reaction: Reddit Starts Trading on NYSE

Instant Reaction: Reddit Starts Trading on NYSE

Shares of Reddit started trading today, after an IPO that valued the company near the top of its marketed range. Carol Massar, Tim Stenovec and Bloomberg's team of reporters discuss the IPO and the pa...

21 Mar 202422min

Micron's Earnings and Reddit's IPO

Micron's Earnings and Reddit's IPO

Bloomberg's Caroline Hyde and Ed Ludlow get an exclusive interview with Micron CEO Sanjay Mehrotra as the company's shares surge to a record high, boosted by its outlook on AI growth. Plus, they break...

21 Mar 202445min

Intel Wins Big Incentives and Huawei Risks Sanctions

Intel Wins Big Incentives and Huawei Risks Sanctions

Bloomberg's Caroline Hyde and Ed Ludlow break down Intel's $20 billion incentives win from the US government. Plus, the Biden Administration weighs sanctions on Huawei's secretive chip network as the ...

20 Mar 202440min

Nvidia's New Chip Architecture and TikTok's Bill

Nvidia's New Chip Architecture and TikTok's Bill

Bloomberg's Caroline Hyde and Ed Ludlow break down highlights from Nvidia's annual GPU technology conference as Jensen Huang unveils its most powerful chip architecture yet. Plus, a conversation with ...

19 Mar 202441min

Apple and Google's Gemini AI, and Nvidia's Annual Conference

Apple and Google's Gemini AI, and Nvidia's Annual Conference

Bloomberg's Caroline Hyde breaks down the potential blockbuster agreement between Apple and Google to use Gemini AI in iPhones, and how Nvidia faces sky-high expectations from investors as its annual ...

18 Mar 202442min

Adobe Falls and Bitcoin Slides from Record High

Adobe Falls and Bitcoin Slides from Record High

Bloomberg's Caroline Hyde breaks down Adobe's earnings results after the company's shares fall by the most since 2022 on fears of AI competition. Plus, Bitcoin's slide from its record high continues a...

15 Mar 202440min

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