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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Nvidia Eyes China Expansion, ServiceTitan's Big IPO

Nvidia Eyes China Expansion, ServiceTitan's Big IPO

Bloomberg's Caroline Hyde breaks down Nvidia's autonomous research expansion in China. Plus, a conversation with the co-founders of home repair software business ServiceTitan as they go public, and Kl...

12 Dec 202442min

Apple's Chip Partnership, Sky High Valuation for SpaceX

Apple's Chip Partnership, Sky High Valuation for SpaceX

Bloomberg's Caroline Hyde discusses reports of Apple's partnership with Broadcom to produce AI chips. And the valuation of SpaceX goes to new heights, reaching $350 billion after an insider deal. Plus...

11 Dec 202442min

Micron's US Grant, Oracle Falls Most in a Year

Micron's US Grant, Oracle Falls Most in a Year

Bloomberg's Caroline Hyde breaks down Micron's victory after getting its awaited $6 billion grant from the US government. Plus, Oracle falls the most in a year after posting lukewarm quarterly revenue...

10 Dec 202444min

China Probes Nvidia, Geopolitical Risks Weigh on Tech Stocks

China Probes Nvidia, Geopolitical Risks Weigh on Tech Stocks

Bloomberg's Caroline Hyde break downs China's probe into Nvidia as global tech tensions escalate and adding to broader geopolitical risks weighing on US tech stocks. Plus, Alphabet reveals new details...

9 Dec 202442min

Appeals Court Allows Possible TikTok Ban

Appeals Court Allows Possible TikTok Ban

Bloomberg's Caroline Hyde discusses TikTok's latest setback after an appeals court upheld its possible ban on January 19th. And, HPE delivers on a better-than-expected 4th quarter on server sales stre...

6 Dec 202442min

Bitcoin's Big Surge, Tech Takes on Geopolitics

Bitcoin's Big Surge, Tech Takes on Geopolitics

Bloomberg's Caroline Hyde discusses bitcoins rise as President-elect Trump picks pro crypto proponent Paul Atkins to head the SEC. And, global geopolitical risks weigh on the tech market outlook. Plus...

5 Dec 202442min

Intel Looks Outside the Box, Microsoft Faces FTC Troubles

Intel Looks Outside the Box, Microsoft Faces FTC Troubles

Bloomberg's Caroline Hyde discusses Intel's latest hunt for a new CEO as they look outside of the company. And, Microsoft faces a broad FTC probe over its operating system, cybersecurity and potential...

4 Dec 202431min

China Fights Back, South Korea Declares Martial Law

China Fights Back, South Korea Declares Martial Law

Bloomberg's Caroline Hyde discusses China's retaliations as the country faces chip curbs from the US. Plus: South Korea's government is thrown into chaos as President Yoon declares martial law, and AT...

3 Dec 202445min

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