Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Meta’s plans to buy AI chips and computers from AMD worth billions of dollars. Plus, AI whiplash in markets erupts again as investors navigate the disruptive power of agentic tools being unveiled by Anthropic. And the board of Warner Bros. Discovery is considering a new offer from Paramount.

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Episoder(996)

Tesla Under Pressure, Big Tech Bolsters S&P 500

Tesla Under Pressure, Big Tech Bolsters S&P 500

Bloomberg’s Caroline Hyde discusses the latest trade tensions between the US and China and the impact they are having on tech. Plus, Tesla is under pressure as sales fall aggressively in France, and E...

2 Jun 202542min

AWS CEO Matt Garman Lays Out Amazon’s AI Plans

AWS CEO Matt Garman Lays Out Amazon’s AI Plans

Bloomberg’s Ed Ludlow speaks with Amazon Web Services CEO Matt Garman about the company’s AI growth and its partners. Plus, sales of Apple’s iPhone are set to take a big hit from tariffs. And Presiden...

30 Mai 202546min

Nvidia Shrugs Off China Concerns With Upbeat Forecast

Nvidia Shrugs Off China Concerns With Upbeat Forecast

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia surpassing Microsoft as the most valuable company, after investors shrugged off concerns about China-related curbs. Plus, Informatica’s CEO expla...

29 Mai 202542min

Nvidia CEO Jensen Huang Eases China Concerns, Touts AI Growth

Nvidia CEO Jensen Huang Eases China Concerns, Touts AI Growth

Bloomberg’s Ed Ludlow is joined by Nvidia CEO Jensen Huang to discuss the chipmaker's first-quarter earnings and the company’s $8 billion hit from China. Plus Ayako Yoshioka, from Wealth Enhancement G...

29 Mai 202533min

Preparing for Nvidia Earnings, SpaceX Faces Another Setback

Preparing for Nvidia Earnings, SpaceX Faces Another Setback

Bloomberg’s Caroline Hyde and Ed Ludlow discuss what investors are expecting from Nvidia’s earnings, which are set to be released after markets close on Wednesday. Plus, SpaceX’s Starship test flight ...

28 Mai 202542min

Salesforce to Buy Informatica for $8 Billion, Apple’s Tariff Headwinds

Salesforce to Buy Informatica for $8 Billion, Apple’s Tariff Headwinds

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Salesforce's plan to acquire Informatica for $8 billion after an earlier attempt fell through. Plus, they look at how Apple is coping with the threat of...

27 Mai 202543min

Trump Threatens 25% Tariffs on Apple

Trump Threatens 25% Tariffs on Apple

Bloomberg’s Caroline Hyde discusses President Trump's threat to place a 25% tariff on Apple if it doesn't move iPhone production to the U.S. Plus, Andrew Ng, co-founder of Coursera and AI investor, di...

23 Mai 202522min

OpenAI Plans UAE Data Center, AT&T Buys Lumen’s Consumer Fiber Business

OpenAI Plans UAE Data Center, AT&T Buys Lumen’s Consumer Fiber Business

Bloomberg’s Caroline Hyde and Ed Ludlow talk to OpenAI’s Global Policy President Chris Lehane about the company’s plans to build more international data centers. Plus, Kraken Co-CEO Arjun Sethi discus...

22 Mai 202544min

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