Trump Rattles Europe Defense Tech Stocks
Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s call for "immediate negotiations” on Greenland during his speech at the World Economic Forum in Davos, Switzerland. Plus Netflix share...
21 Jan 41min
Netflix’s Amended Offer Puts Pressure on Paramount
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Netflix’s amended, all-cash offer to buy Warner Bros. Discovery's studio and streaming business. Plus, Google DeepMind CEO, Demis Hassabis, says Chinese...
20 Jan 46min
Trump Wants Big Tech to Pay for Power
Bloomberg’s Ed Ludlow discusses the plan laid out by the Trump administration and several states to have tech companies pay for surging energy prices following the rise of AI data centers. Plus, AI co...
16 Jan 46min
TSMC Forecast Lifts Peers on Robust AI Demand
Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC’s strong earnings and forecast, a sign that demand related to AI remains robust. Plus, OpenAI strikes a $10 billion deal with Cerebras for compute,...
15 Jan 43min
US Eases Path for Nvidia to Sell H200s to China
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the US Commerce Department’s move making it easier for Nvidia to sell H200 AI chips to China. Plus, fresh off its $1.4 billion founding round, Skild AI ...
14 Jan 44min
Meta Shifts to AI Devices From Metaverse
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Meta’s plans to double the output of its Ray-Ban AI-glasses as it pivots away from the metaverse. Plus, Microsoft pledges to pay electricity rates that ...
13 Jan 44min
Apple Picks Gemini to Run AI-Powered Siri
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s decision to use Alphabet’s Gemini to power Siri in a multiyear deal. Plus, Nvidia plans to invest $1 billion over five years in a new lab with E...
12 Jan 43min
Meta to Become the Biggest Nuclear Buyer Among Hyperscalers
Bloomberg’s Ed Ludlow discusses Meta’s latest energy deals for AI data centers that will make it the biggest buyer of nuclear power among its hyperscaler peers. Plus, MiniMax, one of China’s largest g...
9 Jan 43min
