Defense Tech in Focus As Iran Conflict Widens

Defense Tech in Focus As Iran Conflict Widens

Bloomberg’s Caroline Hyde discusses the ongoing fighting in the Middle East following the US and Israel strikes on Iran over the weekend. Plus, Representative Sam Liccardo, Democrat from California, shares his thoughts on the need for a national AI policy. And fallout from the feud between the Pentagon and Anthropic over deployment of the AI company’s tech continues.

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Episoder(1000)

TikTok Says Its Reached a US-Majority Ownership Deal

TikTok Says Its Reached a US-Majority Ownership Deal

Bloomberg’s Caroline Hyde discusses the plans for a US-majority-owned TikTok. Plus, former TikTok boss Kevin Mayer shares his thoughts on that deal and the broader media landscape. And Oracle shares r...

19 Des 202540min

Micron’s Rosy Memory Outlook Lifts AI Hopes

Micron’s Rosy Memory Outlook Lifts AI Hopes

Bloomberg’s Caroline Hyde discusses Micron’s earnings as tech stocks rally on the back of a positive AI outlook. Plus, with private tech valuations soaring, the lines between public and private market...

18 Des 202547min

Investors Question Oracle’s Data Center Financing

Investors Question Oracle’s Data Center Financing

Bloomberg’s Caroline Hyde discusses questions surrounding Oracle’s data-center financing. Plus, OpenAI is in talks to raise $10 billion from Amazon and plans to use its Trainium chip in a challenge to...

17 Des 202543min

Databricks Raises $4 Billion, TikTok Finds Its Shopping Stride

Databricks Raises $4 Billion, TikTok Finds Its Shopping Stride

Bloomberg’s Caroline Hyde discusses Databricks’ latest $4 billion Series L funding round at a $134 billion valuation. Plus, Jacob Helberg, Under Secretary of State for Economic Affairs and founder of ...

16 Des 202543min

Wall Street Bets on If, When AI Bubble Will Pop

Wall Street Bets on If, When AI Bubble Will Pop

Bloomberg’s Caroline Hyde discusses AI anxiety bubbling during the last full trading week of 2025. Plus, ServiceNow closes in on a deal to buy cybersecurity startup Armis for as much as $7 billion, wh...

15 Des 202541min

Broadcom Follows Oracle in Disappointing AI-Focused Investors

Broadcom Follows Oracle in Disappointing AI-Focused Investors

Bloomberg’s Ed Ludlow and Caroline Hyde break down Broadcom's plunge after the company's sales outlook failed to meet investors' lofty expectations. Plus, China eyes the largest ever state-backed ince...

12 Des 202544min

Oracle Slides by Most Since January on Mounting AI Spending

Oracle Slides by Most Since January on Mounting AI Spending

Oracle falls after reporting a jump in spending on AI data centers and other equipment. Plus, Disney agrees to invest $1 billion in OpenAI and license characters for use on the Sora generative video p...

11 Des 202542min

SpaceX Said to Pursue 2026 IPO

SpaceX Said to Pursue 2026 IPO

Bloomberg’s Ed Ludlow discusses how SpaceX is targeting an IPO next year, with the goal of raising far beyond $30 billion, the most in history. Plus, Meta makes a pivot on open-source models, and Nvid...

10 Des 202542min

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