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 Scarlett Johansson pushes back against OpenAI and the eerily similar Sky voice. See omnystudio.com/listener for privacy information.
21 Mai 202442min
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 information.
20 Mai 202441min
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 products, and CoreWeave secures nearly $8 billion in private debt. See omnystudio.com/listener for privacy information.
17 Mai 202443min
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 Perplexity discusses growing competition in the search space.See omnystudio.com/listener for privacy information.
16 Mai 202439min
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 Google's annual I/O developers conference, and OpenAI's Chief Scientist who played a key role in Sam Altman's ouster is departing the company. See omnystudio.com/listener for privacy information.
15 Mai 202443min
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 conference, and the CEO of Buy-Now-Pay-Later firm Klarna joins as the company eyes its long-awaited IPO. See omnystudio.com/listener for privacy information.
14 Mai 202443min
Global Chips Battle Intensifies, Apple Nears Deal with OpenAI
Bloomberg's Caroline Hyde and Ed Ludlow break down the latest headlines on Nvidia, Arm, Intel and more. Plus, Apple nears a deal with OpenAI to add ChatGPT to the iPhone, and shares of GameStop surge amid speculation that Roaring Kitty is back liking the stock. See omnystudio.com/listener for privacy information.
13 Mai 202442min
US Targets China EVs With Tariffs, More Tech Earnings
Bloomberg's Caroline Hyde breaks down the US's sweeping tariffs on China targeting EVs, batteries and more. Plus, she sits down with the CEOs of Grindr and Akamai to break down their earnings results, and Apple apologizes for its latest ad after online backlash.See omnystudio.com/listener for privacy information.
10 Mai 202442min
