Chips in Focus and Epic Games' Mobile Storefront
Bloomberg's Caroline Hyde and Ed Ludlow break down equipment maker Applied Materials' disappointing forecast, while Texas Instruments scores cash from the CHIPS Act. Plus, Epic Games launches a new mobile storefront after years of legal wrangling with Apple and Google, and Seagram heir Edgar Bronfman Jr. is close to making a rival offer for Paramount. See omnystudio.com/listener for privacy information.
16 Aug 202442min
Alibaba Earnings and Tesla FSD Test Drive
Bloomberg's Caroline Hyde and Ed Ludlow break down the latest earnings from Alibaba and JD.com and investor moves as Soros and Druckenmiller sell out before the sell-off. Plus, the Tesla analyst who almost crashed using FSD is back with another review of the Tech. And: Anduril raises a massive fundraise with a whopping $14 billion valuation. See omnystudio.com/listener for privacy information.
15 Aug 202441min
Google in DOJ Crosshairs and 13F Filings Hit
Bloomberg's Caroline Hyde and Ed Ludlow break down how a landmark antitrust win is prompting Washington to consider breaking up Google. Plus, Nvidia and Bitcoin ETFs are in focus as 13F filings hit, and Cisco is set to report earnings as the company cuts costs and jobs amid a shift to AI.See omnystudio.com/listener for privacy information.
14 Aug 202442min
Tech Stocks Jump and Musk Pitches Himself to Trump
Bloomberg's Caroline Hyde and Ed Ludlow break down tech stocks jumping on cooling inflation, though Citi strategists still see risks of a sell-off. Plus, Elon Musk pitches himself as government spending tzar in an hours-long, glitchy Spaces on X with Former President Trump.See omnystudio.com/listener for privacy information.
13 Aug 202443min
Tech Outperforming and Elon Musk's Interview with Donald Trump
Bloomberg's Caroline Hyde and Ed Ludlow bring full market coverage with tech back outperforming as traders brace for a big week in economic data. Plus, a preview of Elon Musk's interview with former President Donald Trump on X, and more earnings coverage with the CEO of Expedia.See omnystudio.com/listener for privacy information.
12 Aug 202440min
Paramount's TV Network Writedown, and Silicon Valley and the Election
Bloomberg's Ed Ludlow breaks down why Paramount is up as the Nickelodeon and MTV parent follows Warner Brothers in a big writedown of its cable TV networks. Plus, cybersecurity firm Akamai jumps as the DDOS specialist posts strong numbers amid scrutiny of the cybersecurity sector, and the tech grassroots group Tech4Kamala emerges to back the Vice President's bid for the White House.See omnystudio.com/listener for privacy information.
9 Aug 202444min
Stocks Push Higher and Warner Brothers Plunges
Bloomberg's Ed Ludlow takes a look at stocks pushing higher amid fading recession fears. Plus, Warner Brothers plunges after a $9.1B writedown, and after spending nearly 60 days in space, Nasa works on a contingency plan to bring the Starliner crew home.See omnystudio.com/listener for privacy information.
8 Aug 202444min
Airbnb's Record Plunge, Disney's Mixed Earnings
Bloomberg's Ed Ludlow sits down with executives from Lyft, Shopify and Reddit to break down these companies' earnings results. Plus, Airbnb sees a record plunge on a weak outlook, and Disney offers a mixed picture in its earnings with weakness at its famed theme parks offsetting its first-ever profit in streaming. See omnystudio.com/listener for privacy information.
7 Aug 202441min
