Intel Rebuffs Arm, China Tech Stocks Soar
Bloomberg Tech27 Sep 2024

Intel Rebuffs Arm, China Tech Stocks Soar

Bloomberg's Caroline Hyde and Ed Ludlow break down Arm's interest in Intel's product division, only to have Intel turn down Arm's advances, and China stocks in the US are set for their best week since 2022. Plus, "money is green" when it comes to database and nuclear build out according to US Energy Secretary Granholm, who supports the US AI efforts to expand even with foreign investment.

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Episoder(965)

Introducing: Stock Movers

Introducing: Stock Movers

Stock Movers is a new, five-minute report on today's winners and losers in the stock market. Listen for analysis on the companies making news in markets. Listen on Apple: https://podcasts.apple.com/us/podcast/stock-movers/id1803209456 Listen on Spotify: https://open.spotify.com/show/1LhpIazkwQ9bSkxHsjknI8?si=1233c9c58f1e4e16&nd=1&dlsi=b25af9cebbca4895 Listen Anywhere: https://link.podtrac.com/h0zn7xirSee omnystudio.com/listener for privacy information.

29 Mar 202530s

CoreWeave’s Debut Tests Market Appetite for AI and IPOs

CoreWeave’s Debut Tests Market Appetite for AI and IPOs

Bloomberg’s Caroline Hyde discusses CoreWeave’s IPO with David Snyderman, Senior Managing Partner of Magnetar, which is CoreWeave’s largest equity holder.Plus, why CoreWeave’s CEO said the company’s public market debut wouldn’t have happened without Nvidia. And, Long Journey Venture co-Founders Lee Jacobs and Cyan Banister discuss why they invest in founders with absurd ideas.See omnystudio.com/listener for privacy information.

28 Mar 202542min

Tesla Emerging as Tariff Winner, Crypto Welcomes Paul Aktin for SEC Chair

Tesla Emerging as Tariff Winner, Crypto Welcomes Paul Aktin for SEC Chair

Bloomberg’s Caroline Hyde discusses how President Trump’s 25% tariff on the auto sector is impacting shares of Tesla and Rivian with Andrew Rogers of Boundary Stone Partners. Plus, Austin Russell, CEO of LiDAR maker Luminar joins to talk about his company’s new deal to supply tech to Caterpillar. And Aya Kantorovich, co-founder August, says the crypto industry has seen more progress in the last four months than in the previous four years. See omnystudio.com/listener for privacy information.

27 Mar 202543min

New Deal Brings Anthropic's Claude to Databricks, Amazon's Allure Among Mag 7

New Deal Brings Anthropic's Claude to Databricks, Amazon's Allure Among Mag 7

Bloomberg’s Caroline Hyde discusses the fall in Mag 7 stocks as tariff worries loom. Plus, the CEOs of Anthropic and Databricks speak exclusively about a new partnership to bring Claude AI models to enterprise customers. And new data from EMARKETER projects Elon Musk’s X is on track to see sales growth, as advertisers react to Musk’s new political power. See omnystudio.com/listener for privacy information.

26 Mar 202542min

Tesla Sales Fall in Europe, US Drone Makers Take on China

Tesla Sales Fall in Europe, US Drone Makers Take on China

Bloomberg’s Caroline Hyde looks at Tesla shares. The electric vehicle makers reported falling sales in Europe, but Tesla investors - like Ark Invest CEO Cathie Wood - remain bullish. Plus, even with recession sentiment high, Fidelity Investments’ Denise Chisholm says there are unique opportunities, especially in software. And, the fight against deepfake pornography is getting more challenging, explains Bloomberg’s Margi Murphy.See omnystudio.com/listener for privacy information.

25 Mar 202542min

BYD Sales Soar, AI to Protect Kids Online, Airbus CEO on Defense Tech

BYD Sales Soar, AI to Protect Kids Online, Airbus CEO on Defense Tech

Bloomberg’s Matt Miller discusses electric car sales as BYD’s 2024 revenue tops Tesla. Plus, Jeffrey Katzenberg, Managing Partner at WndrCo and Hari Ravichandran, CEO of Aura join to discuss new AI-Powered tools aimed at making kids safer online. And, the CEO of Airbus Guillaume Faury, says his company still plans to meet 2050 climate targets, despite trade tensions.See omnystudio.com/listener for privacy information.

24 Mar 202540min

Bumpy Week for Nvidia and Tesla,  The Crypto Fortune Building a Space Station

Bumpy Week for Nvidia and Tesla, The Crypto Fortune Building a Space Station

Bloomberg’s Tim Stenovec discusses how Nvidia's and Tesla's shares have slid over the last week. Plus, Micron says margins will miss analyst estimates this quarter. And a crypto billionaire puts his fortune into a startup attempting to build and launch the first commercial space station.See omnystudio.com/listener for privacy information.

21 Mar 202546min

Bloomberg Technology Special Live From GTC

Bloomberg Technology Special Live From GTC

Bloomberg’s Ed Ludlow looks at the impact Nvidia’s CEO has had on quantum computing. He sits down with industry leaders including the CEO of D-Wave and Executive Chairman of IonQ to discuss the timeline for quantum computing “usefulness”.See omnystudio.com/listener for privacy information.

20 Mar 202521min

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