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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Nvidia Stock Surges and the DOJ Comes After Live Nation

Nvidia Stock Surges and the DOJ Comes After Live Nation

Bloomberg's Caroline Hyde and Ed Ludlow break down Nvidia's earnings as its sales forecast lives up to high expectations. Plus, the Department of Justice takes aim to break up Live Nation, and Tesla C...

23 Mai 202434min

Nvidia's Earnings and Apple's DOJ Case

Nvidia's Earnings and Apple's DOJ Case

Bloomberg's Caroline Hyde and Ed Ludlow break down what to expect from Nvidia's earnings coming after the bell. Plus, Apple looks to get its DOJ antitrust case tossed out, and Scale AI secures $1 bill...

22 Mai 202443min

TSMC and ASML's China Invasion Plan; Microsoft's New Team Co-Pilot

TSMC and ASML's China Invasion Plan; Microsoft's New Team Co-Pilot

Bloomberg's Caroline Hyde breaks down the news that TSMC and ASML can remotely shut their equipment in the event of an invasion. Plus, Microsoft launches a new Team Co-Pilot AI tool. And, actress Scar...

21 Mai 202442min

Dell World Conference, Nvidia Earnings Preview

Dell World Conference, Nvidia Earnings Preview

Bloomberg's Caroline Hyde and Ed Ludlow break down a preview for Nvidia's earnings. Plus conversations live from the Dell World Conference in Las Vegas.  See omnystudio.com/listener for privacy inform...

20 Mai 202441min

Applied Materials' Results, and OpenAI and Reddit's Partnership

Applied Materials' Results, and OpenAI and Reddit's Partnership

Bloomberg's Caroline Hyde and Ed Ludlow break down Applied Materials' earnings which fail to impress investors. Plus, OpenAI and Reddit announce a partnership to bring its content to ChatGPT and other...

17 Mai 202443min

Cisco Slips and Walmart Rises Post-Earnings

Cisco Slips and Walmart Rises Post-Earnings

Bloomberg's Caroline Hyde and Ed Ludlow break down Cisco earnings sending shares sliding after analysts dubbed its outlook conservative. Plus, Walmart posts a big jump in its online business, and Perp...

16 Mai 202439min

Frank McCourt Readying US TikTok Bid, Google's AI Announcements

Frank McCourt Readying US TikTok Bid, Google's AI Announcements

Bloomberg's Caroline Hyde and Ed Ludlow break down real estate mogul Frank McCourt's plans to build a consortium to bid for social media app TikTok’s US business. Plus, a look at the takeaways from Go...

15 Mai 202443min

AWS CEO Steps Down and OpenAI Updates Its AI Model

AWS CEO Steps Down and OpenAI Updates Its AI Model

Bloomberg's Caroline Hyde and Ed Ludlow break down why Amazon Web Services CEO Adam Selipsky is stepping down from the job. Plus, OpenAI unveils its updated AI model as Google kicks off its developer ...

14 Mai 202443min

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