China Tech Stocks Surge, US Chips Get Boost
Bloomberg's Caroline Hyde and Ed Ludlow break down why China tech stocks are on a tear after Beijing's push to boost growth. Plus, US chips get a boost too with a bill headed to Biden's desk that cuts red tape, and Citigroup's head of tech deals discusses all things M&A.See omnystudio.com/listener for privacy information.
24 Sep 202443min
Apollo's Multibillion Intel Offer, Alex Karp and Wall Street
Bloomberg's Caroline Hyde and Ed Ludlow break down Apollo's multibillion-dollar investment offer in Intel after Qualcomm's own takeover approach. Plus: more US curbs might mean more trouble for China EVs, and Bloomberg Businessweek has a deep dive into the CEO of Palantir and his love-hate relationship with Wall Street as the company enters the S&P500. See omnystudio.com/listener for privacy information.
23 Sep 202442min
Apple's iPhone Hits Stores and Microsoft's AI Power Needs
Bloomberg's Caroline Hyde and Ed Ludlow break down Apple's iPhone 16 sales as the product hits stores today - without the crucial AI features. Plus, Microsoft's AI power needs prompt the revival of a dormant reactor, and we hear from Salesforce CEO Marc Benioff and from the company's head of ventures. See omnystudio.com/listener for privacy information.
20 Sep 202443min
Stocks Hit Highs and Apple's EU Warning
Bloomberg's Caroline Hyde and Ed Ludlow drill down on tech outperforming as stocks jump on the jumbo Fed rate cut. Plus, Apple gets a warning from the EU to open up its iPhone Operating System, and Elon Musk's X is back on in Brazil after the platform bypassed a ban through a software update.See omnystudio.com/listener for privacy information.
19 Sep 202442min
The Fed Decides, Microsoft and BlackRock Team Up
Bloomberg's Caroline Hyde and Ed Ludlow break down what to expect from the upcoming Fed decision. Plus, Microsoft and BlackRock plan to launch a $30 billion AI investment fund, and EU judges overturn Google's $1.7 billion antitrust fine.See omnystudio.com/listener for privacy information.
18 Sep 202442min
Intel's Amazon Deal and Musk's Super PAC
Bloomberg's Caroline Hyde and Ed Ludlow break down Intel's deal with Amazon after postponing expansion plans in Germany, and Elon Musk expands his support for Republicans by donating millions to back the GOP in key congressional races. Plus, Microsoft boosts its dividend and unveils a $60 billion buyback plan, and we hear from co-founder Bill Gates as he tackles a different $3 trillion problem. See omnystudio.com/listener for privacy information.
17 Sep 202442min
Apple Sinks, TikTok Starts Courtroom Battle With US
Bloomberg's Caroline Hyde and Ed Ludlow break down why Apple is sinking after warnings of weak demand for the new iPhone 16 Pro model. Plus, the European Union's most influential tech enforcer resigns, and TikTok's courtroom battle with the US government begins.See omnystudio.com/listener for privacy information.
16 Sep 202441min
Tech Charges Higher and Adobe Misses the Mark
Bloomberg's Caroline Hyde digs into the AI drivers of a tech rally putting the Nasdaq on track for its best week of the year. Plus, Adobe misses the mark as a muted forecast on AI growth overshadows better-than-expected 3Q results, and Uber powers ahead as it expands its partnership with Waymo, bringing autonomous ride-hailing to Austin and Atlanta. See omnystudio.com/listener for privacy information.
13 Sep 202441min
