Instant Reaction: Intel's Revenue Shatters Wall Street Estimates
Intel surged in late trading after the chipmaker’s revenue forecast shattered estimates, indicating that booming data center spending is helping fuel a long-awaited turnaround. Sales will be $15.8 bil...
23 Jul 0s
AI Spending, Mobileye's CEO Exit & IBM CEO on Results
Bloomberg’s Ed Ludlow breaks down Alphabet and Tesla's earnings as the Google parent company boosts its investment plans, while Tesla burns through cash to fund Elon Musk's AI ambitions. Plus, Mobiley...
23 Jul 0s
OpenAI's AI Test, AMD's Anthropic Deal & Apple's Roadmap
Bloomberg’s Ed Ludlow breaks down the news of OpenAI's advanced AI models unexpectedly hacking Hugging Face's system during testing, raising fresh concerns about AI safety. Plus, AMD is making a major...
22 Jul 0s
Nvidia's AI Push, Paramount's Merger Pause & China's AI Race
Bloomberg's Ed Ludlow breaks down Nvidia's latest AI chip rollout, as the company says its next-generation processors are now shipping to customers and entering full production. Plus, a judge hits pau...
21 Jul 0s
The AI Race, Starship and Silicon Valley's Defense Bet
Bloomberg’s Ed Ludlow breaks down what Moonshot's Kimi K3 means for the race with OpenAI, Anthropic and the chipmakers powering it. Plus, SpaceX gears up for a second attempt at a Starship test flight...
20 Jul 0s
China's Moonshot, Netflix's Slump & Greylock's $1.5B Bet
Bloomberg’s Ed Ludlow looks at Chinese startup Moonshot's latest model, which it says can compete with the best from OpenAI and Anthropic. Plus, Netflix shares tumble after the streaming giant warns o...
17 Jul 44min
TSMC Slides, Saronic Invests in Texas, GameStop Makes Its Move
Bloomberg’s Ed Ludlow breaks down TSMC's results and the company's announcement of a higher commitment for its US buildout. Plus, he speaks with the CEO of autonomous maritime drone company Saronic an...
16 Jul 48min
AI Selloff, Apple vs. OpenAI & the Future of Defense Tech
Bloomberg’s Ed Ludlow breaks down why an AI-fueled stock rout in South Korea spilled over into the US market Monday, sending SK Hynix ADRs falling in their second US trading day. Plus, Apple and OpenA...
14 Jul 48min
