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(981)

Apple's Second Downgrade, Mobileye Prompts Chip Stock Rout

Apple's Second Downgrade, Mobileye Prompts Chip Stock Rout

Bloomberg's Caroline Hyde and Ed Ludlow break down Apple's second downgrade in a week as analysts caution on slowing iPhone demand. Plus, Mobileye plunges as its full-year revenue forecast falls short...

4 Jan 202442min

Disney's Board of Directors and Bitcoin Reverses Course

Disney's Board of Directors and Bitcoin Reverses Course

Bloomberg's Caroline Hyde and Ed Ludlow break down Disney's fight against activist Nelson Peltz as it wins the support of ValueAct Capital for its board nominees. Plus, Bitcoin wipes out gains from th...

3 Jan 202440min

Apple's Downgrade and Tesla's Deliveries

Apple's Downgrade and Tesla's Deliveries

Bloomberg's Caroline Hyde and Ed Ludlow break down why Barclays is cutting Apple to underweight for the first time since 2019. Plus, Tesla falls behind China's BYD in quarterly EV sales.See omnystudio...

2 Jan 202443min

Tencent Leads $80 Billion Rout, Musk Lashes out on Financial Markets, ChatGPT's Competitors

Tencent Leads $80 Billion Rout, Musk Lashes out on Financial Markets, ChatGPT's Competitors

Bloomberg's Caroline Hyde and Ed Ludlow break down curbs on China's gaming companies. Plus, Elon Musk lashes out at public markets in the US. And, 2023 saw a growing list of competitors to ChatGPT, wh...

22 Des 202339min

Potential Paramount & Warner Bros. Merger, Apple Vision Pro Production & Silicon Valley's Job Market

Potential Paramount & Warner Bros. Merger, Apple Vision Pro Production & Silicon Valley's Job Market

Bloomberg's Caroline Hyde and Ed Ludlow break down reports of a potential merger between media giants Paramount Global and Warner Bros. Plus, Apple ramps up production of its Vision Pro for a 2024 rel...

21 Des 202338min

White House Tracking Apple Watch Case, ByteDance Sales Top $110 Billion

White House Tracking Apple Watch Case, ByteDance Sales Top $110 Billion

Bloomberg's Caroline Hyde discusses how the White House may intervene in the ITC's ban on Apple's watches. Plus, TikTok parent ByteDance sees sales top $110 billion, taking on competitor Tencent. And,...

20 Des 202342min

Masimo CEO on Apple Patent Fight, Blue Origin Returns to Space

Masimo CEO on Apple Patent Fight, Blue Origin Returns to Space

Bloomberg's Caroline Hyde sits down with the CEO of medical technology firm Masimo amid its patent dispute with Apple. Plus, Blue Origin’s space tourism rocket voyages to space and back for the first ...

19 Des 202342min

Adobe Calls off Figma Deal, Apple Halts Watch Sales, AI Deep Dive

Adobe Calls off Figma Deal, Apple Halts Watch Sales, AI Deep Dive

Bloomberg's Caroline Hyde and Ed Ludlow discuss Adobe and Figma's $20 billion deal being cancelled. Plus, Apple halts sales of its latest Apple Watch over a patent dispute. And, deep dives into artifi...

18 Des 202340min

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