Software Selloff Continues as AI-Impact Worries Grow
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Wall Street’s selloff of stocks that investors think are on the wrong side of the AI revolution. Plus, Twilio founder Jeff Lawson discusses his new nucl...
11 Feb 43min
Spotify User Growth, Paramount’s Enhanced Offer
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Spotify’s record user growth driven by its ‘Wrapped’ campaign. Plus, Paramount enhances its bid for Warner Bros. Discovery, offering billions to cover t...
10 Feb 43min
Alphabet’s Mega Bond Plans Includes 100-Year Offering
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Alphabet’s debt plans, as sources tell Bloomberg the Google parent is looking at $15 billion in US high-grade debt and a rare 100-year sterling-denomina...
9 Feb 43min
Amazon's Big Spending Plans and Bitcoin's Rebound
Bloomberg's Caroline Hyde and Ed Ludlow take a look at shares of Amazon dropping after announcing plans to spend $200 billion this year on data centers, chips, and other equipment. Plus, Bitcoin rebou...
6 Feb 44min
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push
Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as investors react to a huge capital expenditure increase from Google. Plus, Arm CEO Rene Haas explains the chip designer’s outlook and gr...
5 Feb 43min
AMD Forecast Fails to Impress Investors
Bloomberg’s Caroline Hyde and Ed Ludlow discuss AMD’s sales forecast that underwhelmed investors and sent the chipmaker's shares falling. Plus, the selloff continues across tech markets as fears of AI...
4 Feb 41min
Disney Taps Parks Chief to be CEO, Palantir Gives Strong Sales Outlook
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Palantir’s revenue forecast that beat Wall Street expectations, sending its shares up. Plus, Disney Chairman James Gorman discusses the company’s decisi...
3 Feb 43min
Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo
Bloomberg’s Caroline Hyde discusses Disney's earnings lifted by record results in its parks division. Plus, Oracle kicks off a massive bond sale as the software giant looks to raise $45 billion to $50...
2 Feb 43min
