Trump's Potential CHIPS Reversal, Tech Faces Tariff Volatility
Bloomberg's Caroline Hyde and Jackie Davalos discuss a potential CHIPS Act reversal as President Trump calls the program "horrible". And, we take a look at how President Trump's tariffs are impacting the global tech sector. Plus, a startup that aims to bring back extinct species makes a breakthrough with a "Woolly Mouse".See omnystudio.com/listener for privacy information.
5 Mars 46min
Trump's TSMC Investment, Hulu Oscar Glitches
Bloomberg's Jackie Davalos and Romaine Bostick discuss a President Trump's potential announcement of a $100 billion chip-making investment into TSMC in the US. And, a look at the tariff impact on the tech sector as new tariffs on Canada, Mexico and China are set to go into effect. Plus, Hulu's Oscar headache as the streaming service faces major glitches during the live broadcast.See omnystudio.com/listener for privacy information.
3 Mars 43min
AI Anxiety Grows, HP Announces Job Cuts
Bloomberg's Caroline Hyde and Jackie Davalos discuss the NASDAQ’s worst week in four months and the drop in crypto prices. And HP’s CEO on shifting some of the company's manufacturing to the US. Plus, Rigetti CEO Subodh Kulkarni talks about the company's new partnership with Quanta Computer to speed up the commercialization of quantum computing. See omnystudio.com/listener for privacy information.
28 Feb 42min
Amazon CEO Talks AI Plans, Nvidia Results Underwhelm
Amazon CEO Andy Jassy discusses Alexa+, artificial intelligence spending plans and the company's relationship with the Trump administrations. Plus Nvidia earnings underwhelm investors used to blowout results and forecasts. And how investors are reacting to Salesforce’s bet on AI agents. Bloomberg's Caroline Hyde and Jackie Davalos host “Bloomberg Technology”.See omnystudio.com/listener for privacy information.
27 Feb 47min
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 35min
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 43min
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 42min
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 42min
