Disney Taps Parks Chief to be CEO, Palantir Gives Strong Sales Outlook

Disney Taps Parks Chief to be CEO, Palantir Gives Strong Sales Outlook

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Palantir’s revenue forecast that beat Wall Street expectations, sending its shares up. Plus, Disney Chairman James Gorman discusses the company’s decision to appoint its parks chief Josh D'Amaro as the next CEO. And Elon Musk confirms plans to combine SpaceX and xAI in a deal valuing the merged entity at $1.25 trillion.

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Episoder(977)

AI Backstop Debate, Musk’s $1 Trillion Pay Package

AI Backstop Debate, Musk’s $1 Trillion Pay Package

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impacts of comments made by OpenAI CFO Sarah Friar that suggested the government might backstop AI chip investments. Plus, they dig into Elon Musk’s...

7 Nov 202543min

Qualcomm Earnings, Musk $1 Trillion Pay Vote

Qualcomm Earnings, Musk $1 Trillion Pay Vote

Bloomberg’s Caroline Hyde and Ed Ludlow speak with Qualcomm CEO Cristiano Amon about the company's earnings and the outlook for AI. Plus they break down earnings from Chime, Lyft, Robinhood and Figma....

6 Nov 202546min

New York Tech Sector Prepares for Mayor-Elect Mamdani

New York Tech Sector Prepares for Mayor-Elect Mamdani

Bloomberg’s Ed Ludlow discusses AMD’s earnings as AI valuation concerns from investors continue. Plus, New York City’s tech sector prepares to work with the city’s Mayor-elect Zohran Mamdani. And all ...

5 Nov 202545min

Investors Question AI Valuations

Investors Question AI Valuations

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in tech shares as concerns grow about the sustainability of the AI rally. Plus, as earnings season continues, they break down results from Pala...

4 Nov 202542min

Amazon, OpenAI Strike $38 Billion Nvidia Chip Deal

Amazon, OpenAI Strike $38 Billion Nvidia Chip Deal

Bloomberg’s Caroline Hyde discusses Amazon’s $38 billion deal to supply OpenAI with Nvidia chips, as the AI investment boom continues. Plus, Xiaomi's pivot from smartphones to electric vehicles may ha...

3 Nov 202543min

Amazon Shares Soar on Cloud Growth

Amazon Shares Soar on Cloud Growth

Bloomberg’s Caroline Hyde discusses investors' reactions to earnings releases from Amazon, Apple, Twilio and others. Plus, Nvidia CEO Jensen Huang still hopes to sell its Blackwell chips to customers ...

31 Okt 202543min

Tech Earnings Show Heavy AI Spending Continuing

Tech Earnings Show Heavy AI Spending Continuing

Bloomberg’s Caroline Hyde and Ed Ludlow discuss earnings from Alphabet, Microsoft and Meta as Apple and Amazon prepare to report after the bell. Plus, Roblox CEO David Baszucki discusses the platform’...

30 Okt 202532min

Nvidia Becomes First $5 Trillion Firm, Lifted by AI Boom

Nvidia Becomes First $5 Trillion Firm, Lifted by AI Boom

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s impact on the market as the chipmaker becomes the first $5 trillion firm off the back of its GTC event. Plus, Alphabet, Microsoft and Meta are ...

29 Okt 202543min

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