US to Revoke China Waivers for South Korean Chip Firms
Bloomberg’s Caroline Hyde discusses US plans to revoke waivers granted to Samsung and SK Hynix that authorized them to move some equipment from China without a license. Plus, Dell and Marvell shares fall after earnings disappointments. And US regulators are embracing the blockchain; SEC Commissioner Mark Uyeda discusses the agency’s crypto-friendly steps.See omnystudio.com/listener for privacy information.
29 Aug 42min
Nvidia Investors Digest Decelerating Growth Forecast
Bloomberg’s Caroline Hyde discusses how markets are reacting to Nvidia’s decelerating growth. Plus, the Nvidia CFO tells Bloomberg News that the company needs a codified plan before it can pay the Trump administration's 15% commission on chip sales. And shares of Snowflake and HP rise on the back of their earnings reports.See omnystudio.com/listener for privacy information.
28 Aug 43min
Nvidia Investors Wait for Signals of Growth in Earnings
Bloomberg’s Caroline Hyde discusses concerns about China and potential growth that investors will be watching when Nvidia releases its earnings after markets close. Plus, SpaceX's Starship hits a major milestone after deploying satellites for the first time. And IBM and AMD announce a partnership to develop quantum-centric supercomputing.See omnystudio.com/listener for privacy information.
27 Aug 42min
Trump Threatens Tech Tariffs in Digital Taxes Reprisal
Bloomberg’s Caroline Hyde discusses AT&T’s plans to buy EchoStar’s spectrum licenses for about $23 billion. Plus, President Trump is vowing tech curbs and tariffs on countries with digital services taxes. And AI demand is in focus as investors prepare for Nvidia’s earnings this week.See omnystudio.com/listener for privacy information.
26 Aug 44min
Elon Musk Sues Apple, US Takes Intel Stake
Bloomberg’s Caroline Hyde discusses the latest on Intel after President Donald Trump announced a 10% stake in the chipmaker. Plus, Elon Musk announces he's suing Apple and OpenAI, accusing the companies of thwarting competition. And the world of esports is set to get bigger with the introduction of the Esports Nations Cup tournament.See omnystudio.com/listener for privacy information.
25 Aug 42min
Thoma Bravo to Pay $12.3 Billion for Dayforce, Nasdaq Fall Continues
Bloomberg’s Caroline Hyde discusses concerns about AI valuations amid the Nasdaq 100's worst losing streak in five months. Plus, Thoma Bravo Managing Partner Holden Spaht discusses its planned acquisition of Dayforce for $12.3 billion. And Google puts AI at the center of its new Pixel devices.See omnystudio.com/listener for privacy information.
21 Aug 43min
Tech Sell Off Continues as Investors Question AI ROI
Bloomberg’s Caroline Hyde discusses the tech sell-off as shares fall for a second day. Plus Bank of America’s new Chief Technology and Information Officer talks about the bank’s use of AI as a new report from MIT shows most enterprises see no return on investment from their AI spend. And analysts offer their take on Meta restructuring its AI team again.See omnystudio.com/listener for privacy information.
20 Aug 42min
SoftBank Invests in Intel as US Government Eyes 10% Stake
Bloomberg’s Caroline Hyde discusses potential plans by the US government to take a stake of about 10% in Intel as SoftBank buys into the chipmaker. Plus Palo Alto Networks CEO Nikesh Arora, discusses the company’s growth plans. And Apple expands iPhone production in India.See omnystudio.com/listener for privacy information.
19 Aug 41min
