AMD CEO Lisa Su on the Chipmaker's AI Forecast
Bloomberg’s Caroline Hyde and Ed Ludlow speak with AMD CEO Lisa Su about the company’s earnings report and where it sees demand coming from. Plus, OpenAI is said to be selling shares at a $500 billion valuation. And the White House says Apple will announce an additional $100 billion domestic investment.See omnystudio.com/listener for privacy information.
6 Aug 42min
US Considers More Chip Tariffs
Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s comments that more chip tariffs may be coming soon. Plus, booming demand for artificial intelligence led Palantir’s revenue to climb above $1 billion. And AMD is under pressure to show benefits from the AI race as the chipmaker prepares to release earnings after markets close.See omnystudio.com/listener for privacy information.
5 Aug 44min
Joby to Buy Blade's Helicopter Ride-Share Business
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Tesla’s approval of a $30 billion interim stock award for Elon Musk. Plus, Joby CEO JoeBen Bevirt discusses the eVOTL company’s plan to buy the helicopter ride-share business of Blade Air Mobility for $125 million. And Palantir and AMD face mounting pressure as the companies prepare to release their earnings.See omnystudio.com/listener for privacy information.
4 Aug 43min
Big Tech’s Big Earnings Week
Bloomberg’s Caroline Hyde and Ed Ludlow discuss how Big Tech earnings and changes to Trump’s tariff plans are being received by investors. Plus Reddit COO Jen Wong talks about the platform’s record quarterly profit, while Roblox CEO David Baszucki explains what’s behind its rise in user growth. And, the SpaceX Falcon 9 rocket launches on a mission to the International Space Station.See omnystudio.com/listener for privacy information.
1 Aug 46min
Figma Goes Public, CEO Field Sets Eyes on Growth
Bloomberg’s Caroline Hyde speaks with Figma CEO Dylan Field from the New York Stock Exchange as his company goes public in one of the year’s biggest IPOs. Plus, Qualcomm CEO Cristiano Amon joins Bloomberg’s Ed Ludlow to discuss how the company is adapting to declines in handset demand. And Arm CEO Rene Haas says the company made a conscious decision to invest heavily in the previous quarter.See omnystudio.com/listener for privacy information.
31 Jul 44min
Palo Alto Networks, CyberArk Reach $25B Deal
Bloomberg’s Caroline Hyde and Ed Ludlow speak with the heads of Palo Alto Networks and CyberArk about the $25 billion acquisition deal the cybersecurity companies have reached. Plus, investors look for signs of growth and payoff from AI spending as big tech companies prepare to release earnings. And Anthropic nears a fundraising deal that would value the AI startup at $170 billion.See omnystudio.com/listener for privacy information.
30 Jul 42min
US and China Trade Talks Impact Tech Ecosystem
Bloomberg’s Caroline Hyde and Ed Ludlow discuss ongoing trade talks between the US and China taking place in Stockholm and how those could affect AI and the sale of rare earths. Plus, for the first time ever, Apple is shuttering a retail store in China. And Microsoft and OpenAI are in advanced talks to change the partnership that helped kick off the AI boom.See omnystudio.com/listener for privacy information.
29 Jul 40min
Samsung Inks $16.5B Deal with Tesla for AI Chips
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Tesla’s plans to buy AI chips from Samsung in a new deal worth $16.5 billion. Plus, the US and EU reach a trade agreement that will see the European bloc face a 15% tariff on its exports, including cars and chips. And investors prepare for a busy week of tech earnings, as Microsoft, Meta, Apple, and Amazon all get ready to report results.See omnystudio.com/listener for privacy information.
28 Jul 44min
