AI Spending Delivers Mixed Results to Stocks

AI Spending Delivers Mixed Results to Stocks

Bloomberg’s Caroline Hyde and Ed Ludlow discuss AI capital expenditures after Meta, Microsoft and Tesla all reported raising spend in their earnings. Plus, Apple is set to release results after the bell with investors focused on holiday sales and memory costs. And, Amazon reported hundreds of thousands of pieces of content it believed included child sexual abuse material, which it found in data gathered to improve its AI models.

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Samsung Inks $16.5B Deal with Tesla for AI Chips

Samsung Inks $16.5B Deal with Tesla for AI Chips

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Tesla’s plans to buy AI chips from Samsung in a new deal worth $16.5 billion. Plus, the US and EU reach a trade agreement that will see the European blo...

28 Juli 202544min

Intel's Results Fail to Convince Investors of Turnaround

Intel's Results Fail to Convince Investors of Turnaround

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the fall in Intel shares after the company’s earnings failed to convince investors that its turnaround plans are working. Plus, Tesla is reported to be ...

25 Juli 202544min

White House Adviseors Discuss How the US Will Export AI

White House Adviseors Discuss How the US Will Export AI

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the details and response to the Trump administration’s AI Action Plan. White House Office of Science and Technology Policy Director Michael Kratsios and...

24 Juli 202542min

US AI Action Plan Targets Rapid Data Center Growth

US AI Action Plan Targets Rapid Data Center Growth

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the newly released U.S. AI Action Plan, which centers on open-source development and aims to expand national data center capacity. Plus, the US National...

23 Juli 202541min

Microsoft Points to Chinese Hackers in SharePoint Breach

Microsoft Points to Chinese Hackers in SharePoint Breach

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the latest update in the Microsoft SharePoint hacking. Plus, OpenAI and Oracle announce plans to expand US data center capacity. And semiconductor maker...

22 Juli 202532min

Microsoft SharePoint Hack, Musk’s Wild Business Bets

Microsoft SharePoint Hack, Musk’s Wild Business Bets

Bloomberg’s Caroline Hyde discusses the hack of Microsoft SharePoint software that could impact tens of thousands of organizations. Plus, investors prepare for more second-quarter tech earnings. And E...

21 Juli 202541min

Netflix Shares Fall Despite Earnings Beat

Netflix Shares Fall Despite Earnings Beat

Bloomberg’s Ed Ludlow discusses Netflix earnings as the company’s shares fall. Plus, the CFO of Taiwan Semiconductor Manufacturing discusses the company’s $165 billion US expansion plan. And defense t...

18 Juli 202544min

Uber Plans Robotaxi Partnership with Lucid and Nuro

Uber Plans Robotaxi Partnership with Lucid and Nuro

Bloomberg’s Ed Ludlow discusses the impact of AI demand on shares of Taiwan Semiconductor Company. Plus, the President of self-driving startup Nuro explains the company’s plans for a robotaxi partners...

17 Juli 202544min

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