Cisco Shares Nears Dot-Com Highs
Bloomberg’s Caroline Hyde and Ed Ludlow speak with Cisco CEO Chuck Robbins after the company raised its outlook and showed progress capturing more of the global AI spend. Plus, their conversation with...
13 Nov 202543min
Anthropic to Spend $50 Billion Building US Data Centers
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the continued data center boom, as Anthropic pledges to spend $50 billion building data centers in the US, and Meta announces plans for a $1 billion dat...
12 Nov 202543min
CoreWeave Tumbles on Data Center Delay
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in Nvidia shares as SoftBank sells its entire stake in the chipmaker to help bankroll its other AI investments. Plus, CoreWeave CEO Micheal Int...
11 Nov 202541min
Tech Stocks Rally on Hope US Shutdown Nears End
Bloomberg’s Tim Stenovec discusses the rally in tech stocks as risk-on sentiment rises off of hope the US government shutdown could be coming to an end. Plus, tech and media earnings continue, with Co...
10 Nov 202543min
AI Backstop Debate, Musk’s $1 Trillion Pay Package
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impacts of comments made by OpenAI CFO Sarah Friar that suggested the government might backstop AI chip investments. Plus, they dig into Elon Musk’s...
7 Nov 202543min
Qualcomm Earnings, Musk $1 Trillion Pay Vote
Bloomberg’s Caroline Hyde and Ed Ludlow speak with Qualcomm CEO Cristiano Amon about the company's earnings and the outlook for AI. Plus they break down earnings from Chime, Lyft, Robinhood and Figma....
6 Nov 202546min
New York Tech Sector Prepares for Mayor-Elect Mamdani
Bloomberg’s Ed Ludlow discusses AMD’s earnings as AI valuation concerns from investors continue. Plus, New York City’s tech sector prepares to work with the city’s Mayor-elect Zohran Mamdani. And all ...
5 Nov 202545min
Investors Question AI Valuations
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in tech shares as concerns grow about the sustainability of the AI rally. Plus, as earnings season continues, they break down results from Pala...
4 Nov 202542min
