AI Anticipation as Amazon Announces Alexa + and Investors Prepare for Nvidia Earnings
Bloomberg's Caroline Hyde and Jackie Davalos discuss Amazon’s plans to add generative AI to Alexa. And Kim Forrest of Bokeh Capital Partners joins to break down the expectations for Nvidia’s earnings. Plus, startup Quantum Machines raise $170 million series C off the back of recent breakthroughs in quantum computing.See omnystudio.com/listener for privacy information.
26 Feb 202535min
China Chip Controls Weigh on Market, Crypto Selloff Gathers Steam
Bloomberg's Caroline Hyde and Jackie Davalos discuss the market anxiety building around chip export controls to China. And we’ll hear from the Cato Institute's Jennifer Huddleston about the impact of President Donald Trump’s tech policy on trade and anti-trust investigations. Plus, Josh Chapman, managing partner of Konvoy, explains how tensions between the US and China could impact the video game industry.See omnystudio.com/listener for privacy information.
25 Feb 202543min
Apple's Big US Investment, Musk's Federal Worker Orders
Bloomberg's Caroline Hyde and Jackie Davalos break down Apple's $500 billion investment in the US and the company's plans to boost hiring as it seeks relief from President Trump's tariffs. Plus, TD Cowen analysts say Microsoft is cancelling some leases for US data center capacity, and Elon Musk's emails asking federal workers to justify their jobs is dividing the Trump administration.See omnystudio.com/listener for privacy information.
24 Feb 202542min
Apple Pulls UK Cloud Encryption; CrowdStrike-Carahsoft Deal Under Scrutiny
Bloomberg's Caroline Hyde and Jackie Davalos discuss Apple's decision to pull cloud encryption in the UK, and the CrowdStrike-Carahsoft deal now under investigation by US prosecutors and the SEC. Plus, a conversation with QuEra interim CEO Andy Ory as investors start to bet big on the future of quantum computing. See omnystudio.com/listener for privacy information.
21 Feb 202542min
Alibaba Shares Soar, Scott Bessent's Musk Relationship
Bloomberg's Caroline Hyde and Jackie Davalos discuss Alibaba's big earnings beat, sending shares soaring. And, we hear from US Treasury Secretary Scott Bessent on DOGE and his relationship with Elon Musk. Plus, a conversation with Carvana CEO Ernest Garcia as the stock sees a major slump amid a lower gross profit per vehicle.See omnystudio.com/listener for privacy information.
20 Feb 202542min
Trump Proposes More Tariffs, Musk's X Looks To $44B Valuation
Bloomberg's Caroline Hyde and Jackie Davalos discuss President Trump's plans to introduce more tariffs, nearly 25% on autos, chips and more. And, Apple adds the iPhone 16E to its lineup. Plus, Elon Musk's X looks to raise funding at a $44 billion valuation.See omnystudio.com/listener for privacy information.
19 Feb 202541min
Intel Soars on Potential Deals, Musk says Grok-3 is "Smartest AI"
Bloomberg's Jackie Davalos and Tim Stenovec discuss Intel's soaring stock price after reports that TSMC and Broadcom are mulling potential deals. And, Elon Musk debuts a new Grok-3 model chatbot, calling it the "smartest AI on earth". Plus, a conversation on the ethics of AI as companies and governments shift attitudes.See omnystudio.com/listener for privacy information.
18 Feb 202543min
JD Vance Bashes Europe, Musk Factories' Undocumented Workers
Bloomberg's Jackie Davalos and Tim Stenovec discuss JD Vance's speech at the Munich Security Conference saying Europe is undermining democratic values. And, a conversation with Databricks CEO Ali Ghodsi as the company partners with SAP. Plus, the undocumented workers that helped build a part of Elon Musk's companies.See omnystudio.com/listener for privacy information.
14 Feb 202540min
