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(983)

Microsoft Sinks, Alphabet Spikes, Meta Next to Report

Microsoft Sinks, Alphabet Spikes, Meta Next to Report

Bloomberg's Caroline Hyde breaks down earnings results from tech giants, including Microsoft, Alphabet and Snap. Plus, a preview of Meta's results and the company's cost cutting initiatives. And, a di...

26 Jul 202341min

Spotify's Revenue Miss and Musk Weighs In on X

Spotify's Revenue Miss and Musk Weighs In on X

Bloomberg's Caroline Hyde breaks down Spotify's second-quarter revenue miss and strong forecast for monthly active users. Plus, Elon Musk explains his decision to change Twitter's name and logo to X. ...

25 Jul 202340min

Twitter becomes X and Apple Keeps iPhone Shipments Steady

Twitter becomes X and Apple Keeps iPhone Shipments Steady

Bloomberg's Caroline Hyde breaks down Elon Musk's overnight changes to the look of Twitter with a brand new X logo. Plus, how Apple plans to keep shipments steady for the latest iPhone 15 despite a de...

24 Jul 202342min

UK's CMA on the Microsoft Deal and Big Tech's AI Safeguards

UK's CMA on the Microsoft Deal and Big Tech's AI Safeguards

Bloomberg's Caroline Hyde breaks down the latest on Microsoft and Activision as UK regulators reject claims they're bowing to pressure to clear the deal. Plus, Big Tech commits to safeguards for AI at...

21 Jul 202338min

Netflix and Tesla Give Warnings

Netflix and Tesla Give Warnings

Bloomberg's Caroline Hyde breaks down Netflix's earnings results and why its outlook is falling short of estimates. Plus, Elon Musk warns of more blows to Tesla's profitability. See omnystudio.com/lis...

20 Jul 202342min

Microsoft and Activision Deadline Extended, Netflix Earnings Preview

Microsoft and Activision Deadline Extended, Netflix Earnings Preview

Bloomberg's Caroline Hyde breaks down why Microsoft and Activision extended their deadline for closing the $69 billion dollar deal as they seek approval in the UK. Plus, how the password crackdown and...

19 Jul 202343min

Microsoft-Activision Deal Nears Finish Line, and China Chip Curbs

Microsoft-Activision Deal Nears Finish Line, and China Chip Curbs

Bloomberg's Caroline Hyde and Ed Ludlow break down Microsoft's Activision acquisition getting close to the finish line as a court deadline approaches. Plus, chip CEOs meet with White House officials t...

18 Jul 202341min

Microsoft's UK Talks and Hollywood's Actors on Strike

Microsoft's UK Talks and Hollywood's Actors on Strike

Bloomberg's Caroline Hyde and Ed Ludlow break down how Microsoft is clearing the final hurdle in its $69 billion takeover of Activision in the UK. Plus, a look at the sticking points in the strikes th...

17 Jul 202339min

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