OpenAI's Mega Valuation and SpaceX's First Commercial Spacewalk
Bloomberg's Caroline Hyde and Ed Ludlow take a look at OpenAI getting closer to a new AI model that "reasons," and the company's new mega valuation of $150 billion. Plus, Intel reaches a pivotal moment with a decade of dominance at risk, and SpaceX's Polaris Dawn successfully completes the first commercial space walk.See omnystudio.com/listener for privacy information.
12 Sep 202441min
Harris and Trump Debate on Chips, Crypto Declines
Bloomberg's Caroline Hyde and Ed Ludlow break down Kamala Harris and Donald Trump's first presidential debate and squaring off on chips. Plus, the crypto sector declines as betting markets reveal new momentum for the Vice President, and Amazon bets big on Britain with a $10.5 billion UK investment plan. See omnystudio.com/listener for privacy information.
11 Sep 202441min
Apple and Google Vs. EU, and Apple's Big Bet on AI
Bloomberg's Caroline Hyde and Ed Ludlow break down Apple and Google losing multi-billion dollar court fights with the European Union. Plus, shares of Oracle hit a fresh record high on strong demand for AI, and Apple bets big on AI with its new line of products centered around Apple Intelligence. See omnystudio.com/listener for privacy information.
10 Sep 202442min
Tech Stocks Bounce Back and Apple's iPhone 16
Bloomberg's Caroline Hyde and Ed Ludlow take a look at tech stocks bouncing back following their biggest weekly decline in nearly two years. Plus, Apple unveils the iPhone 16, and Chai Discovery bets on the potential of AI in biology.See omnystudio.com/listener for privacy information.
9 Sep 202441min
Tech Stocks Flirt With Worst Week Since 2022
Bloomberg's Caroline Hyde and Ed Ludlow break down Broadcom's fall after a disappointing forecast despite robust demand for AI products. Plus, tech stocks flirt with their worst week since 2022 ahead of Apple's big launch event, and the White House is targeting China again with plans for a fresh round of chip-related export controls. See omnystudio.com/listener for privacy information.
6 Sep 202443min
Verizon's Frontier Deal and Nvidia Pushes Back
Bloomberg's Caroline Hyde and Ed Ludlow break down Verizon's deal to buy Frontier Communications for nearly $10 billion in cash to strengthen its fiber network. Plus, Nvidia pushes back saying it has been in contact with the Justice Department but hasn't actually been subpoenaed, and HP Enterprise comes up short in its earnings. See omnystudio.com/listener for privacy information.
5 Sep 202442min
The DOJ Investigates Nvidia and Tech Stocks Whipsaw
Bloomberg's Caroline Hyde and Ed Ludlow break down the DOJ's Nvidia investigation and tech stocks whipsawing as investors question whether the AI euphoria has gone too far. Plus, how Intel’s money woes are throwing the Biden administration’s chip strategy into turmoil.See omnystudio.com/listener for privacy information.
4 Sep 202442min
Taiwan and China Tech Tensions, X Goes Dark in Brazil
Bloomberg's Caroline Hyde and Ed Ludlow break down why Taiwan is accusing China of illegally poaching talent from its tech firms. Plus, judges in Brazil confirm a country-wide suspension of X, and big tech extends losses to 2%.See omnystudio.com/listener for privacy information.
3 Sep 202442min
