Cisco Slips and Walmart Rises Post-Earnings

Bloomberg's Caroline Hyde and Mike Shepard discuss the ripple effect of DeepSeek's AI turmoil as the tech sector and markets digest the implications of cheaper and more accessible AI. And, we speak with the Chief AI scientist of Hugging Face on the future of open-sourced AI models. Plus, could Microsoft be on the verge of acquiring TikTok's US arm?See omnystudio.com/listener for privacy information.

28 Jan 202542min

Bloomberg's Caroline Hyde and Mike Shepard discuss the deep market rout as China's AI startup DeepSeek roils the global tech sector, causing a more than half a trillion dollar plunge for Nvidia. And, a conversation with SoFi CEO Anthony Noto as shares of the company slide after posting an earnings miss.See omnystudio.com/listener for privacy information.

27 Jan 202542min

In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, raising questions over America’s technological dominance. Buzz grew over the weekend about DeepSeek’s latest AI model being cost-effective while running on less-advanced chips, casting doubt on the validity of the rich valuations for companies like Nvidia. You can hear more episodes of Bloomberg Daybreak: US Edition by subscribing to the podcast: On Apple: http://bit.ly/3DWYoAN On Spotify: http://spoti.fi/45IG5LR Anywhere: http://bit.ly/460OMka See omnystudio.com/listener for privacy information.

27 Jan 20258min

Bloomberg's Caroline Hyde and Mike Shepard discuss Meta's capex boost as CEO Mark Zuckerberg plans up to $65 billion in AI investments. And, global chip stocks pull back as Texas Instruments' outlook underwhelms. Plus, they speak with Project Liberty founder Frank McCourt about his bid and the future for TikTok.See omnystudio.com/listener for privacy information.

24 Jan 202531min

Elon Musk and OpenAI's Sam Altman clash publicly over President Trump's "Stargate" AI infrastructure program, with Musk doubting that the companies involved have the funding. Bloomberg's Max Chafkin joins Caroline Hyde and Mike Shepard on "Bloomberg Technology" to discuss.See omnystudio.com/listener for privacy information.

23 Jan 20256min

Navrina Singh, CEO of AI governance platform Credo AI breaks down President Trump's AI infrastructure initiative as he unveils the "Stargate" program to fast track the US as an AI superpower. She joins Caroline Hyde on a short version of "Bloomberg Technology" to discuss.See omnystudio.com/listener for privacy information.

22 Jan 20257min

Bloomberg's Caroline Hyde and Mike Shepard discuss big tech's prominence during President Trump's inauguration. And, TikTok gets a reprieve as President Trump extends its services for 75 days. Plus, we hear from Bank of America CEO Brian Moynihan as world leaders gather in Davos.See omnystudio.com/listener for privacy information.

21 Jan 202545min

Bloomberg's Caroline Hyde and Mike Shepard discuss the future for TikTok as the US Supreme Court upholds a law that would potentially ban the social media platform in the US. And, tech leaders gather for Trump's inauguration. Plus, SpaceX's Starship rocket explodes in its 7th while Blue Origin posts a successful launch of its Glenn rocket as it reaches orbit.See omnystudio.com/listener for privacy information.

17 Jan 202542min