Micron HBM Sales Surge, Palantir’s Stock Keeps Climbing
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Micron’s earnings as its sales surge in its high-bandwidth memory business. Plus, Managing Director of Baird Ted Mortonson discusses opportunities in th...
26 Jun 202542min
Defense Tech Sector Reacts to US-Iran Strike
Bloomberg’s Caroline Hyde discusses the US strike on Iranian nuclear sites and the market impact. Plus, defense tech investors look for startups addressing asymmetric threats. And Tesla’s robotaxi ser...
23 Jun 202536min
SoftBank’s Son Pitches $1 Trillion US AI Hub
Bloomberg’s Caroline Hyde discusses SoftBank founder Masayoshi Son’s pitch to build a trillion-dollar AI industrial complex with TSMC in Arizona. Plus, the global robotaxi market heats up as Baidu loo...
20 Jun 202542min
Meta Tries to Poach OpenAI Staff, David Sacks Weighs In On Genius Act
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact of the stablecoin legislation that passed the Senate with White House AI and Crypto Czar David Sacks. Plus, Klarna CEO Sebastian Siemiatkowsk...
18 Jun 202545min
Chip Tax Credits Get Boost in Trump Tax Bill
Bloomberg’s Caroline Hyde and Ed Ludlow discuss how President Trump’s tax bill could boost investment credit for semiconductors to 30%. Plus, the CEO of Applied Intuition talks about how the startup p...
17 Jun 202543min
Trump To Launch Mobile Services, Robots Learn the Physical World
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the Trump family’s plan for a self-branded mobile phone service. Plus, Meta launches ads on the privacy-focused messaging service WhatsApp. And robotics...
16 Jun 202535min
Meta's $14.3B Scale Investment, Apple's New Siri Launch
Bloomberg’s Caroline Hyde breaks down Meta’s plans to take a 49% stake in Scale AI and hire the startup's CEO, Alexandr Wang. Plus, the CEO of stablecoin network Circle discusses how the passing of th...
13 Jun 202542min
Micron Plans $200 Billion US Chip Spend, Chime IPO
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Micron’s plans to spend $200 billion on U.S. chip manufacturing and R&D. Plus, Chime CEO Chris Britt discusses the company’s growth strategy as the comp...
12 Jun 202537min
