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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Bonus Episode: Tesla, Meta and Microsoft Earnings

Bonus Episode: Tesla, Meta and Microsoft Earnings

Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Tesla, Meta and Microsoft. They speak with: Bloomberg Intelligence Senior Technology Analyst Mandeep Singh Blo...

29 Jan 202552min

ASML's Record Surge, Microsoft Investigates DeepSeek Code

ASML's Record Surge, Microsoft Investigates DeepSeek Code

Bloomberg's Caroline Hyde and Mike Shepard discuss ASML's record surge as it sees sustained AI demand. And, Microsoft and OpenAI are investigating whether OpenAI code was obtained in an unauthorized w...

29 Jan 202542min

Digesting DeepSeek's AI Impact

Digesting DeepSeek's AI Impact

Bloomberg's Caroline Hyde and Mike Shepard discuss the ripple effect of DeepSeek's AI turmoil as the tech sector and markets digest the implications of cheaper and more accessible AI. And, we speak wi...

28 Jan 202542min

DeepSeek's AI Brings Tech Rout

DeepSeek's AI Brings Tech Rout

Bloomberg's Caroline Hyde and Mike Shepard discuss the deep market rout as China's AI startup DeepSeek roils the global tech sector, causing a more than half a trillion dollar plunge for Nvidia. And, ...

27 Jan 202542min

Bonus Episode: What Is DeepSeek and Why Is It Sinking Stocks?

Bonus Episode: What Is DeepSeek and Why Is It Sinking Stocks?

In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, r...

27 Jan 20258min

Meta Boosts Capex to $65B

Meta Boosts Capex to $65B

Bloomberg's Caroline Hyde and Mike Shepard discuss Meta's capex boost as CEO Mark Zuckerberg plans up to $65 billion in AI investments. And, global chip stocks pull back as Texas Instruments' outlook ...

24 Jan 202531min

Musk, Altman Clash Over Trump's Stargate

Musk, Altman Clash Over Trump's Stargate

Elon Musk and OpenAI's Sam Altman clash publicly over President Trump's "Stargate" AI infrastructure program, with Musk doubting that the companies involved have the funding. Bloomberg's Max Chafkin j...

23 Jan 20256min

Trump's AI Superpower Ambitions

Trump's AI Superpower Ambitions

Navrina Singh, CEO of AI governance platform Credo AI breaks down President Trump's AI infrastructure initiative as he unveils the "Stargate" program to fast track the US as an AI superpower. She join...

22 Jan 20257min

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