AI Winners and Losers Emerge

AI Winners and Losers Emerge

Bloomberg’s Ed Ludlow breaks down big tech's earnings, with Microsoft soaring on cloud growth as its AI gets traction, while Meta plummets as Zuckerberg's AI pitch falls flat on high spending. Plus, Qualcomm CEO Cristiano Amon joins after the company warns of component shortages and rising costs, and all eyes are on Apple as Tim Cook gives his last earnings report as CEO.

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Episoder(1107)

Instant Reaction: Apple Slides After Supply Shortages Hurt Its Sales Forecast

Instant Reaction: Apple Slides After Supply Shortages Hurt Its Sales Forecast

Apple tumbled in late trading after component shortages weighed on the company’s sales forecast, signaling that industrywide supply constraints are taking a bigger toll than anticipated. Revenue will ...

30 Jul 10min

Instant Reaction: Amazon Reports Cloud Sales Growth for Fifth Straight Quarter

Instant Reaction: Amazon Reports Cloud Sales Growth for Fifth Straight Quarter

Amazon.com reported cloud-computing revenue that beat analyst estimates, with booming demand for artificial intelligence services accelerating sales for the fifth straight quarter. Revenue jumped 37% ...

30 Jul 18min

Markets Brace for Microsoft and Meta Earnings

Markets Brace for Microsoft and Meta Earnings

Bloomberg’s Ed Ludlow breaks down why SK Hynix's Korean shares slumped even after reporting a six-fold jump in profit and raised capital spending to a record $31 billion. Plus, SoFi CEO Anthony Noto j...

29 Jul 44min

AI Trade Stumbles as Chip Stocks Slide

AI Trade Stumbles as Chip Stocks Slide

Bloomberg’s Ed Ludlow breaks down the selloff in chip stocks dragging the Nasdaq 100 near correction territory, after signs of progress in China's chipmaking add to worries about the sustainability of...

28 Jul 44min

AI Industry’s Circular Financing Deals, Apple Smart Glasses

AI Industry’s Circular Financing Deals, Apple Smart Glasses

Bloomberg’s Ed Ludlow speaks with Nvidia CEO Jensen Huang amid renewed concerns about the AI industry’s circular financing deals. Plus, Apple aims to take on Meta in the smart glasses department. And,...

27 Jul 44min

Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea

Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea

In this special bonus episode, Bloomberg Tech’s Ed Ludlow sits down with Nvidia President and CEO Jensen Huang for an exclusive interview. In their conversation, Huang says “this is the golden ages fo...

25 Jul 14min

Open-Weight AI Debate Takes Center Stage

Open-Weight AI Debate Takes Center Stage

Bloomberg’s Ed Ludlow breaks down an open letter signed by Big Tech's biggest names, making the case for open-weight AI. The tech CEOs argue that open-weight models are key to innovation, competition,...

24 Jul 43min

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