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)

Tesla Cuts Prices Again and Goldman Says Apple a Buy

Tesla Cuts Prices Again and Goldman Says Apple a Buy

Bloomberg's Ed Ludlow breaks down why Tesla is cutting the cost of its more expensive models for the second time this year. Plus, why Goldman Sachs is saying it's time to jump in on the iPhone maker -...

6 Mar 202340min

Amazon HQ2 Construction on Pause and Another Apple Exec Leaves

Amazon HQ2 Construction on Pause and Another Apple Exec Leaves

Bloomberg's Caroline Hyde and Ed Ludlow discuss Amazon putting construction of its second headquarters on hold following its biggest ever job cuts. Plus, a look at Apple's executive exodus with the pe...

3 Mar 202340min

Tesla Sheds Billions and Raimondo's TikTok Security Concerns

Tesla Sheds Billions and Raimondo's TikTok Security Concerns

Bloomberg's Caroline Hyde and Ed Ludlow break down why Tesla shed tens of billions of dollars in value after its investor day fails to energize shareholders. Plus, why Commerce Secretary Raimondo says...

2 Mar 202339min

Tesla's Investor Day and Coinbase vs. the SEC

Tesla's Investor Day and Coinbase vs. the SEC

Bloomberg's Caroline Hyde and Ed Ludlow break down what to watch for in Elon Musk's Master Plan 3. Plus, Coinbase's CEO weighs in on the company's staking product, and the new leader of Alphabet's inv...

1 Mar 202341min

Rivian's Earnings and Zoom Shares Rally

Rivian's Earnings and Zoom Shares Rally

Bloomberg's Caroline Hyde and Ed Ludlow break down Rivian's earnings and push ahead to Tesla's investor day. Plus, a conversation with Zoom's CFO as the pandemic darling rallies on a strong earnings f...

28 Feb 202337min

Twitter Cuts More Jobs and How Ford Metals Are Damaging the Amazon

Twitter Cuts More Jobs and How Ford Metals Are Damaging the Amazon

Bloomberg's Caroline Hyde and Ed Ludlow break down job cuts at Twitter and Palantir. Plus, the Big Take focuses on how the Ford F-150 Lighting is built with materials alleged to be damaging the Amazon...

27 Feb 202342min

One Year Since the War in Ukraine and Nasdaq 100 Takes a Hit

One Year Since the War in Ukraine and Nasdaq 100 Takes a Hit

Bloomberg's Caroline Hyde and Ed Ludlow break down the latest inflation print spooking risk-on sentiment and tech investors. Plus, the DOJ wants to block Adobe's Figma deal, and a look at cybersecurit...

24 Feb 202340min

Nvidia Surges and Coinbase Launches Blockchain

Nvidia Surges and Coinbase Launches Blockchain

Bloomberg's Caroline Hyde and Ed Ludlow break down Nvidia's stock surge as its AI computing push drives its strong outlook. Plus, Sam Bankman-Fried faces new charges and Coinbase launches its own bloc...

23 Feb 202340min

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