Earnings Special: SpaceX’s AI Splurge Puts a Damper on Debut Earnings After IPO
SpaceX stock fell after the company disclosed higher-than-expected spending on its artificial intelligence business, dampening an inaugural quarterly report that broadly surpassed Wall Street forecast...
4 Aug 19min
Palantir Surges as AI Demand Accelerates
Bloomberg’s Ed Ludlow breaks down Palantir's blockbuster earnings results and strong commercial demand, with US commercial sales in the second quarter rising 149% from a year earlier. Plus, Apple exce...
4 Aug 43min
Special Edition: Hugging Face CEO Clement Delangue Talks OpenAI Hack
Hugging Face CEO Clement Delangue discusses OpenAI models' hack on Hugging Face last month and the future of AI regulation. Talking about the hack, Delangue, said that while companies want AI agents t...
3 Aug 19min
China's AI Push Meets Amazon's Cloud Surge
Bloomberg’s Ed Ludlow breaks down Alibaba's latest Qwen model, its biggest ever, claiming performance on par with Anthropic. Plus, AWS CEO Matt Garman joins after Amazon surpassed $3 trillion in marke...
3 Aug 46min
Amazon Soars, Apple Struggles, AI Faces New Scrutiny
Bloomberg’s Ed Ludlow breaks down Tim Cook's final Apple earnings call as CEO - a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon's shares roar on AI progress, big spending...
31 Jul 45min
AI Winners and Losers Emerge
Bloomberg’s Ed Ludlow breaks down big tech's earnings, with Microsoft soaring on cloud growth as its AI gets traction, while Meta plummets as Zuckerberg's AI pitch falls flat on high spending. Plus, Q...
30 Jul 45min
Markets Brace for Microsoft and Meta Earnings
Bloomberg’s Ed Ludlow breaks down why SK Hynix's Korean shares slumped even after reporting a six-fold jump in profit and raised capital spending to a record $31 billion. Plus, SoFi CEO Anthony Noto j...
29 Jul 44min
AI Trade Stumbles as Chip Stocks Slide
Bloomberg’s Ed Ludlow breaks down the selloff in chip stocks dragging the Nasdaq 100 near correction territory, after signs of progress in China's chipmaking add to worries about the sustainability of...
28 Jul 44min
