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)

Apple's Big US Investment, Musk's Federal Worker Orders

Apple's Big US Investment, Musk's Federal Worker Orders

Bloomberg's Caroline Hyde and Jackie Davalos break down Apple's $500 billion investment in the US and the company's plans to boost hiring as it seeks relief from President Trump's tariffs. Plus, TD Co...

24 Feb 202542min

Apple Pulls UK Cloud Encryption; CrowdStrike-Carahsoft Deal Under Scrutiny

Apple Pulls UK Cloud Encryption; CrowdStrike-Carahsoft Deal Under Scrutiny

Bloomberg's Caroline Hyde and Jackie Davalos discuss Apple's decision to pull cloud encryption in the UK, and the CrowdStrike-Carahsoft deal now under investigation by US prosecutors and the SEC. Plus...

21 Feb 202542min

Alibaba Shares Soar, Scott Bessent's Musk Relationship

Alibaba Shares Soar, Scott Bessent's Musk Relationship

Bloomberg's Caroline Hyde and Jackie Davalos discuss Alibaba's big earnings beat, sending shares soaring. And, we hear from US Treasury Secretary Scott Bessent on DOGE and his relationship with Elon M...

20 Feb 202542min

Trump Proposes More Tariffs, Musk's X Looks To $44B Valuation

Trump Proposes More Tariffs, Musk's X Looks To $44B Valuation

Bloomberg's Caroline Hyde and Jackie Davalos discuss President Trump's plans to introduce more tariffs, nearly 25% on autos, chips and more. And, Apple adds the iPhone 16E to its lineup. Plus, Elon Mu...

19 Feb 202541min

Intel Soars on Potential Deals, Musk says Grok-3 is "Smartest AI"

Intel Soars on Potential Deals, Musk says Grok-3 is "Smartest AI"

Bloomberg's Jackie Davalos and Tim Stenovec discuss Intel's soaring stock price after reports that TSMC and Broadcom are mulling potential deals. And, Elon Musk debuts a new Grok-3 model chatbot, call...

18 Feb 202543min

JD Vance Bashes Europe, Musk Factories' Undocumented Workers

JD Vance Bashes Europe, Musk Factories' Undocumented Workers

Bloomberg's Jackie Davalos and Tim Stenovec discuss JD Vance's speech at the Munich Security Conference saying Europe is undermining democratic values. And, a conversation with Databricks CEO Ali Ghod...

14 Feb 202540min

Apple Chooses Alibaba For China AI, Elon Musk Continues OpenAI Feud

Apple Chooses Alibaba For China AI, Elon Musk Continues OpenAI Feud

Bloomberg's Caroline Hyde and Jackie Davalos discuss Apple's plans to use Alibaba's AI tech for its iPhones in China while reports are said to indicate conversations with Baidu are still ongoing. And,...

13 Feb 202542min

Paris Looks to the Future of AI, DOGE Sniffs Out Treasury 'Irregularities'

Paris Looks to the Future of AI, DOGE Sniffs Out Treasury 'Irregularities'

Bloomberg's Caroline Hyde and Jackie Davalos discuss the state of global AI initiatives as the Paris AI summit gets underway. And, questions arise as President Trump says DOGE may have found "irregula...

10 Feb 202543min

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