Google Agrees to Buy Wiz, Investors Prepare for Nvidia GTC

Google Agrees to Buy Wiz, Investors Prepare for Nvidia GTC

Bloomberg’s Caroline Hyde and Tim Stenovec discuss Google’s plan to acquire cybersecurity startup Wiz. Plus, Sands Capital’s Daniel Pilling lays out what investors are expecting from Nvidia CEO Jensen Huang’s Keynote at GTC. And Chinese tech stocks and EV makers are having a moment.

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Episoder(882)

OpenAI and Anthropic at Money 20/20, Apple's Announcements

OpenAI and Anthropic at Money 20/20, Apple's Announcements

Bloomberg's Ed Ludlow sits down with OpenAI's Sarah Friar and Anthropic's Daniela Amodei, live at the Money 20/20 conference in Las Vegas. Plus, Caroline Hyde takes a deep dive into how Russia is continuing to access powerful Nvidia chips via a Mumbai pharma company, and Apple rolls out Apple Intelligence and its Mac overhaul.  See omnystudio.com/listener for privacy information.

28 Okt 202442min

TSMC's US Plant and the White House's Military AI Plan

TSMC's US Plant and the White House's Military AI Plan

Bloomberg's Caroline Hyde and Ed Ludlow break down TSMC's US plant yields surpassing that of similar factories in Taiwan and what that means for US chip ambitions. Plus, the Biden administration is planning for a concrete strategy on the US military's use of AI in warfare, and Alphabet's autonomous driving unit Waymo raises $5.6 billion in its largest ever funding round. See omnystudio.com/listener for privacy information.

25 Okt 202442min

Tesla's Strong Earnings, Nvidia's Partnership in India

Tesla's Strong Earnings, Nvidia's Partnership in India

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Bloomberg's Caroline Hyde and Ed Ludlow break down Tesla's surprisingly strong earnings, sending shares spiking. Plus, a look at Nvidia's new partnership in India, and an exclusive interview with Greenlight Capital's David Einhorn. See omnystudio.com/listener for privacy information.

24 Okt 202442min

Instant Reaction: Tesla Earnings Surpass Expectations

Instant Reaction: Tesla Earnings Surpass Expectations

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tesla surpassed Wall Street estimates for earnings in the third quarter, reflecting a rebound in demand for the company’s electric vehicles.The EV maker also said it expects to achieve slight growth in vehicle deliveries for the full year. For instant reaction and analysis, hosts Tim Stenovec and Katie Greifeld speak with Gerber Kawasaki Wealth Management CEO Ross Gerber and Bloomberg Technology cohost Ed Ludlow. See omnystudio.com/listener for privacy information.

23 Okt 202412min

Arm, Qualcomm Feud Escalates

Arm, Qualcomm Feud Escalates

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Bloomberg's Ed Ludlow discusses Arm's cancellation of a license that allowed Qualcomm to use some chip designs in an escalation of a feud over smartphone tech. Plus, earnings expectations from Tesla as the company is set to report earnings after the closing bell, and Wayve dips its toes the US market as the AI car software maker begins testing in San Francisco. See omnystudio.com/listener for privacy information.

23 Okt 202441min

SEC's Gary Gensler and an AI Future

SEC's Gary Gensler and an AI Future

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Bloomberg's Ed Ludlow and Caroline Hyde sit down for a conversation with SEC Chair, Gary Gensler on his outlook for AI and Crypto regulation. Plus, Meta rolls out facial recognition tech to combat fake celebrity scams, and the future of crypto in America as the US heads into a neck and neck election. See omnystudio.com/listener for privacy information.

22 Okt 202445min

Block's Bullish Nature, Disney's Succession Plans

Block's Bullish Nature, Disney's Succession Plans

Bloomberg's Ed Ludlow and Caroline Hyde discuss Muddy Waters founder Carson Block's bullish stance on US equities. Plus, Disney gives an update on their C-Suite plans as James Gorman is set to join as Chairman, and Taiwan's chips enthusiasm, a conversation with Premiere Cho Jung-tai on their manufacturing and trade future. See omnystudio.com/listener for privacy information.

21 Okt 202441min

Netflix Beats Every Wall St. Metric, iPhone Demand Surges in China

Netflix Beats Every Wall St. Metric, iPhone Demand Surges in China

Bloomberg's Ed Ludlow and Caroline Hyde discuss Netflix as the company reported subscribers that beat analyst estimates. Plus, new data out from Counterpoint Research shows a jump in iPhone demand in China, and Tesla faces a US probe over its Full Self-Driving feature after a series of crashes. See omnystudio.com/listener for privacy information.

18 Okt 202440min

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