Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as investors react to a huge capital expenditure increase from Google. Plus, Arm CEO Rene Haas explains the chip designer’s outlook and growth in its data center business. And Qualcomm CEO Cristiano Amon talks about the potential impact from component shortages on its revenue for the period.

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Episoder(978)

AMD Forecast Fails to Impress Investors

AMD Forecast Fails to Impress Investors

Bloomberg’s Caroline Hyde and Ed Ludlow discuss AMD’s sales forecast that underwhelmed investors and sent the chipmaker's shares falling. Plus, the selloff continues across tech markets as fears of AI...

4 Feb 41min

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 decisi...

3 Feb 43min

Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo

Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo

Bloomberg’s Caroline Hyde discusses Disney's earnings lifted by record results in its parks division. Plus, Oracle kicks off a massive bond sale as the software giant looks to raise $45 billion to $50...

2 Feb 43min

Musk Empire Merger Possibility, Memory Costs Weigh on Apple

Musk Empire Merger Possibility, Memory Costs Weigh on Apple

Bloomberg’s Caroline Hyde and Ed Ludlow discuss how President Trump’s selection of Kevin Warsh to be the next chair of the Federal Reserve, is affecting tech markets. Plus, Apple reports record sales ...

30 Jan 43min

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 be...

29 Jan 43min

Amazon Cutting 16,000 Jobs, ASML Reports Record Bookings

Amazon Cutting 16,000 Jobs, ASML Reports Record Bookings

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s plans to cut nearly 5% of its corporate workforce. Plus, ASML posts record fourth-quarter orders as AI drives demand for its most sophisticated...

28 Jan 42min

Tech Stocks Lead Charge Toward Record

Tech Stocks Lead Charge Toward Record

Bloomberg’s Caroline Hyde and Ed Ludlow discuss stocks closing in on record highs driven by tech shares with earnings imminent. Plus, Bridgit Mendler, CEO and co-founder of Northwood, discusses the co...

27 Jan 43min

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