TSMC Beats Expectations, Raises Revenue Outlook
Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC's third-quarter results, which beat expectations and provided a positive outlook buoyed by strong AI demand. Plus, China unveils export controls on its rare-earth supply chain, sparking a global pushback. And the head of Apple’s ChatGPT-like search effort leaves in another blow to the company’s AI ambitions.See omnystudio.com/listener for privacy information.
16 Okt 202544min
ASML Earnings Signal AI Demand Holding Strong
Bloomberg’s Caroline Hyde breaks down ASML’s earnings as the AI boom continues to fuel demand for its cutting-edge chip-making machines. Plus, deals to develop data centers just keep coming, among them Microsoft and UK startup NScale inking a fourth deal. And Apple updates its top-of-the-line iPad Pro and other products with its own in-house chip.See omnystudio.com/listener for privacy information.
15 Okt 202542min
US-China Trade Tensions Grow
Bloomberg’s Caroline Hyde and Ed Ludlow break down the escalating trade tensions between China, the US... and now Europe too and what it means for the tech sector. Plus, concerns of an AI bubble grow louder among global fund managers and Instagram's Global Director of Policy on how the app is making some changes with tighter content restrictions for teenagers.See omnystudio.com/listener for privacy information.
14 Okt 202544min
OpenAI, Broadcom Ink 10-Gigawatt Chip Deal
Bloomberg’s Caroline Hyde breaks down the latest deal by OpenAI with a chipmaker, this time with Broadcom. Plus, tech stocks bounce back as President Donald Trump signaled openness to a deal with China amid the latest trade showdown. And Warner Brothers Discovery rejects a takeover offer from Paramount Skydance, deeming it too low, according to sources.See omnystudio.com/listener for privacy information.
13 Okt 202544min
Bloomberg Tech Screentime Special
Bloomberg Tech's Caroline Hyde and Ed Ludlow are live in LA for Bloomberg Screentime 2025, speaking with celebrities, entrepreneurs and leaders across the media, gaming and streaming landscape. NPR CEO Katherine Maher discusses the state of media under the Trump administration, Twitch CEO Dan Clancy and Scopely COO Eunice Lee weigh in on the gaming landscape, while streamer Imane Anys - aka “Pokimane” - dives into the business of streaming and building a following.See omnystudio.com/listener for privacy information.
11 Okt 202543min
Defense Tech Special
Bloomberg Tech's Caroline Hyde and Ed Ludlow are live in LA for Bloomberg Screentime 2025, speaking with celebrities, entrepreneurs and leaders across the media, gaming and streaming landscape. NPR CEO Katherine Maher discusses the state of media under the Trump administration, Twitch CEO Dan Clancy and Scopely COO Eunice Lee weigh in on the gaming landscape, while streamer Imane Anys - aka “Pokimane” - dives into the business of streaming and building a following.See omnystudio.com/listener for privacy information.
11 Okt 202544min
Musk’s xAI Expands Fundraise to $20 Billion
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the curious financial structure Elon Musk’s AI startup, xAI, is using to expand its ongoing fundraise. Plus, Tesla unveils cheaper versions of its top-selling EV models. And, the UK Minister for AI discusses increased investments between the UK and US on tech innovation.See omnystudio.com/listener for privacy information.
8 Okt 202544min
Dell Boosts Forecast Through 2030 Off AI Boom
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rise of Dell’s shares after the company nearly doubled its growth estimates for sales and profit through to fiscal 2030. Plus, CoreWeave CEO Michael Intrator talks about the company’s latest acquisition and weighs in on the wave of compute deals. And, Tesla is expected to announce a new cheaper version of its Model Y.See omnystudio.com/listener for privacy information.
7 Okt 202537min
