
OpenAI, Oracle Expand Stargate Project
Bloomberg’s Ed Ludlow discuss OpenAI's deal with Oracle as they search for more compute capacity. Plus, a look at President Donald Trump's tax and spending bill as it nears a successful House vote. An...
3 Juli 202543min

Tesla’s Sales Fall but Investor Support Stays Strong
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in Tesla’s second-quarter sales. Plus, Foxconn pulls Chinese workers from India in a blow to Apple. And Microsoft plans a second large round of...
2 Juli 202541min

Donald Trump, Elon Musk Fallout Deepens
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the clashes between President Donald Trump and Elon Musk. Plus, the Tesla CEO will oversee sales in Europe and the US as investors brace for disappointi...
1 Juli 202542min

Trump Says TikTok Buyer Group Found
Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s claim that he has found a buyer group for TikTok. Plus, Canada withdraws its digital services tax in a move to restart trade talks wit...
30 Juni 202542min

Nvidia Closes In On a $4 Trillion Market Value
Bloomberg’s Ed Ludlow discusses the prospects of Nvidia becoming the first company to reach a $4 trillion market capitalization. Plus, US Commerce Secretary Howard Lutnick says the US and China have r...
27 Juni 202539min

Micron HBM Sales Surge, Palantir’s Stock Keeps Climbing
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Micron’s earnings as its sales surge in its high-bandwidth memory business. Plus, Managing Director of Baird Ted Mortonson discusses opportunities in th...
26 Juni 202542min

Defense Tech Sector Reacts to US-Iran Strike
Bloomberg’s Caroline Hyde discusses the US strike on Iranian nuclear sites and the market impact. Plus, defense tech investors look for startups addressing asymmetric threats. And Tesla’s robotaxi ser...
23 Juni 202536min

SoftBank’s Son Pitches $1 Trillion US AI Hub
Bloomberg’s Caroline Hyde discusses SoftBank founder Masayoshi Son’s pitch to build a trillion-dollar AI industrial complex with TSMC in Arizona. Plus, the global robotaxi market heats up as Baidu loo...
20 Juni 202542min






















