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(981)

Sequoia Splits Into Three Firms and the SEC Targets Coinbase

Sequoia Splits Into Three Firms and the SEC Targets Coinbase

Bloomberg's Caroline Hyde and Ed Ludlow break down the ramifications from venture capital powerhouse Sequoia Capital dividing into several entities as geopolitical tensions rise. Plus, Coinbase is the...

6 Jun 202342min

Apple WWDC Kicks Off and Twitter's US Ad Sales Plunge

Apple WWDC Kicks Off and Twitter's US Ad Sales Plunge

Bloomberg's Caroline Hyde and Ed Ludlow break down Apple's long-awaited announcements at WWDC, and chief among them: a mixed reality headset. Plus, what kinds of woes are facing incoming Twitter CEO L...

5 Jun 202342min

Mixed Jobs Signals and Amazon's Cell Service

Mixed Jobs Signals and Amazon's Cell Service

Bloomberg’s Caroline Hyde and Ed Ludlow break down what hiring looks like within the tech sector amid mixed signals in the labor market. Plus, Amazon is in talks to offer mobile phone services to its ...

2 Jun 202339min

Salesforce and C3.ai Earnings

Salesforce and C3.ai Earnings

Bloomberg's Caroline Hyde breaks down earnings from Salesforce and C3.ai as the AI rally stalls. Plus, Ed Ludlow's exclusive conversation with Palantir CEO Alex Karp. See omnystudio.com/listener for p...

1 Jun 202340min

Nvidia Drops and AI Regulation

Nvidia Drops and AI Regulation

Bloomberg's Caroline Hyde and Ed Ludlow break down the market action as equities trade in the red and Nvidia drops for the first time since its blowout earnings report. Plus, the Biden administration ...

31 Mai 202341min

Nvidia Hits $1 Trillion Dollars and Elon Musk's in Beijing

Nvidia Hits $1 Trillion Dollars and Elon Musk's in Beijing

Bloomberg's Caroline Hyde and Ed Ludlow break down why Nvidia just hit $1 trillion dollars -- the 9th company to ever reach the valuation. Plus, Elon Musk emphasizes the importance of ties with China ...

30 Mai 202342min

Ark Funds Sell Nvidia and AI's Impact on Travel

Ark Funds Sell Nvidia and AI's Impact on Travel

Bloomberg's Caroline Hyde dives into the AI rally - the winners, losers, and potential curveballs. Plus, how AI is changing the way we travel. See omnystudio.com/listener for privacy information.

26 Mai 202345min

Nvidia Earnings and Looming US Default

Nvidia Earnings and Looming US Default

Bloomberg's Alex Barinka and Scarlet Fu break down Nvidia's blowout forecast sparking a $260 billion AI rally. Plus, why some CEOs signed an open letter to the President and Congress over their extrem...

25 Mai 202343min

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