Fizzling Tech Rally and Affirm's Revenue Beat
Bloomberg's Caroline Hyde and Ed Ludlow break down whether or not the tech rally is exhausted. Plus, BNPL company Affirm beats revenue estimates and China's Meituan falls after warning that growth in its core meal delivery business will slow amid economic turbulence.See omnystudio.com/listener for privacy information.
25 Aug 202341min
Nvidia Earnings and Twilio's New AI Tool
Bloomberg's Caroline Hyde and Ed Ludlow break down Nvidia's earnings knocking it out of the park. Plus, Twilio launches new AI-powered features and AI startup Hugging Face nabs a $4.5 billion valuation. See omnystudio.com/listener for privacy information.
24 Aug 202342min
Peloton Plunges, Nvidia Set to Report & Huawei's Secret Chip Network
Bloomberg's Caroline Hyde and Ed Ludlow break down earnings results from Peloton as the fitness company plunges amid a disappointing outlook. Plus, a preview of Nvidia's earnings as investors look to see if the AI rally has staying power. And, a Bloomberg exclusive on how telecommunications giant Huawei may be building a secret network of chip fabrication center across China. See omnystudio.com/listener for privacy information.
23 Aug 202342min
Arm Files for its IPO, Zoom CFO on Earnings & Microsoft's Final Activision Push
Bloomberg's Caroline Hyde and Ed Ludlow discuss Arm's filing for its IPO which will be the biggest of 2023. Plus, Zoom CFO Kelly Steckelberg joins to discuss the video-conferencing company's earnings. And, Microsoft pushes to get its Activision deal done by submitting a new bid to the CMA in the UK. See omnystudio.com/listener for privacy information.
22 Aug 202342min
Arm Readies its IPO, Threads Goes on the Web
Bloomberg's Caroline Hyde discusses Arm's potential IPO which is expected to be the biggest of the year. Plus, a conversation with venture capitalist and entrepreneur Keith Rabois on how his company OpenStore is helping small businesses grow online. And, Meta plans to launch a web version of its microblogging app Threads early this week, in the latest challenge to take on competitor X. See omnystudio.com/listener for privacy information.
21 Aug 202337min
Tech Sector Outlook, Crypto Turmoil, Arm's IPO
Bloomberg's Caroline Hyde discusses the outlook for the tech sector as analysts call out a perfect storm in the markets. Plus, calm in the crypto sector comes to an end as liquidations exceed $1 billion in 24 hours. And, chipmaker Arm is said line up 28 banks for its initial public offering, which is expected to be the biggest IPO of the year.See omnystudio.com/listener for privacy information.
18 Aug 202338min
Walmart+ Boosts Spending, Cisco Focuses on AI
Bloomberg's Ed Ludlow and Caroline Hyde break down earnings results from Walmart and focus in on e-commerce. Plus, Cisco outlines plans to push into AI and security technology. And, Dutch payment processing company Adyen plunges after posting the slowest revenue growth since its IPO.See omnystudio.com/listener for privacy information.
17 Aug 202340min
Intel Scraps Tower Deal, Tencent Falls After Earnings
Bloomberg's Ed Ludlow and Caroline Hyde discuss the implications of Intel and Tower Semiconductor scrapping their $5.4 billion deal. Plus, they recap Tencent's earnings and what is says about China's technology sector. And, cryptocurrency company BitGo inks a $1.75 billion valuation after raising $100 million in its Series C funding round. See omnystudio.com/listener for privacy information.
16 Aug 202341min
