
Meta to Build Cloud Business to Sell Excess AI Compute
Bloomberg’s Ed Ludlow breaks down Meta's plans to develop its own cloud infrastructure business aimed at selling access to AI computing power and models. Plus, the Trump administration lifts foreign a...
1 Jul 43min

Chip Stocks on Track for Best Quarter Ever
Bloomberg’s Ed Ludlow breaks down what's behind the chip stock rally, with the sector heading toward its best quarter ever. Plus, Taiwan raids the offices of Super Micro as part of an investigation in...
30 Jun 44min

Rocket Lab Targets SpaceX's Starlink Dominance in New Deal
Bloomberg’s Ed Ludlow speaks with the CEO of Rocket Lab about the company's biggest bet yet: buying Iridium in an $8 billion deal to challenge SpaceX in the orbital economy. Plus, South Korean firms, ...
29 Jun 44min

OpenAI Weighs IPO in 2027
Bloomberg’s Ed Ludlow breaks down OpenAI's decision to potentially hold off on an IPO until next year - sending shares of SoftBank falling. Plus, global tech stocks drop after Apple hikes hardware pri...
26 Jun 49min

OpenAI Weighs IPO in 2027
Bloomberg’s Ed Ludlow breaks down OpenAI's decision to potentially hold off on an IPO until next year - sending shares of SoftBank falling. Plus, global tech stocks drop after Apple hikes hardware pri...
26 Jun 49min

Micron, Qualcomm Show Strong AI Demand
Bloomberg’s Ed Ludlow breaks down Micron's blowout AI-fueled forecast shattering Wall Street's projections, and Qualcomm CEO Cristiano Amon joins to weigh on the company's own earnings and strong annu...
25 Jun 44min

OpenAI Unveils First Custom AI Chip With Broadcom
Bloomberg’s Ed Ludlow takes a look at OpenAI's first custom AI chip, called Jalapeno, developed in partnership with Broadcom. Plus, SK Hynix is planning to raise $29 billion in a landmark US listing, ...
24 Jun 47min

SpaceX Wavers Near $2T Market Cap After 3-Day Rout
Bloomberg’s Ed Ludlow breaks down why SpaceX shares are feeling a gravitational pull as Musk's company launches its debut bond sale. Plus, tech stocks sell off worldwide as Wall Street gets an AI wake...
23 Jun 44min




















