China Risks for Chips and Apple's Hollywood Ambitions
Bloomberg's Caroline Hyde and Ed Ludlow break down TSMC's earnings jump as China risks remain for the sector. Plus, Apple makes plans to license more Hollywood films for its streaming push, and Bloomberg Intelligence breaks down the odds of a TikTok ban under a Trump presidency. See omnystudio.com/listener for privacy information.
18 Juli 202439min
China Hit with Chip Curbs, X and SpaceX Move to Texas
Bloomberg's Caroline Hyde and Ed Ludlow break down why the US is weighing tougher trade curbs on chips for China. Plus, Elon Musk moves the headquarters for SpaceX and X to Texas, and a deep dive into whether JD Vance can be good for business and the Andreessen Horowitz co-founders now also backing Trump.See omnystudio.com/listener for privacy information.
17 Juli 202442min
Trump's VP Pick and Huawei's Shanghai Center
Bloomberg's Caroline Hyde and Ed Ludlow break down Trump's VP pick JD Vance and his ties to Silicon Valley. Plus, Huawei tries to beat US curbs with a $1.4 billion chip R&D center in China, and Salesforce cuts more of its workforce. See omnystudio.com/listener for privacy information.
16 Juli 202443min
Attack on Trump and Apple's Record High
Bloomberg's Caroline Hyde and Ed Ludlow break down the aftermath of the attack on former President Donald Trump as the RNC kicks off in Milwaukee. Plus, Google eyes Wiz for its biggest ever acquisition, and Apple shares hit a record high.See omnystudio.com/listener for privacy information.
15 Juli 202440min
AT&T's Massive Cyber Attack and Tesla's Robotaxi Delay
Bloomberg's Caroline Hyde and Ed Ludlow dive deep into AT&T's revelation of a massive new cyber attack. Plus, all the details on Tesla's robotaxi delay, and a look at Amazon and General Catalyst's bet on an AI robotics startup.See omnystudio.com/listener for privacy information.
12 Juli 202442min
Apple's Regulatory Risks and Rivian's EV Turnaround Plan
Bloomberg's Caroline Hyde and Ed Ludlow weigh Apple's iPhone confidence and the company's regulatory risks. Plus, Bloomberg Businessweek's definitive story on Rivian's EV turnaround plan, and a look at Neuralink and its competitors as Musk tees up a new implant. See omnystudio.com/listener for privacy information.
11 Juli 202443min
Paramount and Skydance's Deal, European Elections' Impact on Tech
Bloomberg's Caroline Hyde and Ed Ludlow break down Paramount's official deal with Skydance, with shares whipsawing amid one of the industry's most dramatic acquisitions. Plus, a look at the impact of elections in the UK and France on the technology sector, and the rise of AI agents in the enterprise space. See omnystudio.com/listener for privacy information.
8 Juli 202442min
Paramount and Skydance Revive Deal, Apple and OpenAI's Relationship Deepens
Bloomberg's Caroline Hyde breaks down the news that Paramount and Skydance reached a merger agreement after collapsing last month. Plus, Apple and OpenAI deepen their relationship as the iPhone maker gets an observer role on the AI company's board. See omnystudio.com/listener for privacy information.
3 Juli 202442min
