Big Tech’s Big Earnings Week
Bloomberg’s Caroline Hyde and Ed Ludlow discuss how Big Tech earnings and changes to Trump’s tariff plans are being received by investors. Plus Reddit COO Jen Wong talks about the platform’s record quarterly profit, while Roblox CEO David Baszucki explains what’s behind its rise in user growth. And, the SpaceX Falcon 9 rocket launches on a mission to the International Space Station.See omnystudio.com/listener for privacy information.
1 Aug 46min
Figma Goes Public, CEO Field Sets Eyes on Growth
Bloomberg’s Caroline Hyde speaks with Figma CEO Dylan Field from the New York Stock Exchange as his company goes public in one of the year’s biggest IPOs. Plus, Qualcomm CEO Cristiano Amon joins Bloomberg’s Ed Ludlow to discuss how the company is adapting to declines in handset demand. And Arm CEO Rene Haas says the company made a conscious decision to invest heavily in the previous quarter.See omnystudio.com/listener for privacy information.
31 Juli 44min
Palo Alto Networks, CyberArk Reach $25B Deal
Bloomberg’s Caroline Hyde and Ed Ludlow speak with the heads of Palo Alto Networks and CyberArk about the $25 billion acquisition deal the cybersecurity companies have reached. Plus, investors look for signs of growth and payoff from AI spending as big tech companies prepare to release earnings. And Anthropic nears a fundraising deal that would value the AI startup at $170 billion.See omnystudio.com/listener for privacy information.
30 Juli 42min
US and China Trade Talks Impact Tech Ecosystem
Bloomberg’s Caroline Hyde and Ed Ludlow discuss ongoing trade talks between the US and China taking place in Stockholm and how those could affect AI and the sale of rare earths. Plus, for the first time ever, Apple is shuttering a retail store in China. And Microsoft and OpenAI are in advanced talks to change the partnership that helped kick off the AI boom.See omnystudio.com/listener for privacy information.
29 Juli 40min
Samsung Inks $16.5B Deal with Tesla for AI Chips
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Tesla’s plans to buy AI chips from Samsung in a new deal worth $16.5 billion. Plus, the US and EU reach a trade agreement that will see the European bloc face a 15% tariff on its exports, including cars and chips. And investors prepare for a busy week of tech earnings, as Microsoft, Meta, Apple, and Amazon all get ready to report results.See omnystudio.com/listener for privacy information.
28 Juli 44min
Intel's Results Fail to Convince Investors of Turnaround
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the fall in Intel shares after the company’s earnings failed to convince investors that its turnaround plans are working. Plus, Tesla is reported to be launching its robotaxi service in San Francisco this weekend. And Skydance and Paramount get the go-ahead from the Trump administration to close their merger.See omnystudio.com/listener for privacy information.
25 Juli 44min
White House Adviseors Discuss How the US Will Export AI
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the details and response to the Trump administration’s AI Action Plan. White House Office of Science and Technology Policy Director Michael Kratsios and White House Senior AI Policy Advisor Sriram Krishnan join them. Plus, Tesla warns of “rough quarters ahead,” and Google plans to raise its capital expenditure by $10 billion to meet AI and cloud demand.See omnystudio.com/listener for privacy information.
24 Juli 42min
US AI Action Plan Targets Rapid Data Center Growth
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the newly released U.S. AI Action Plan, which centers on open-source development and aims to expand national data center capacity. Plus, the US National Nuclear Security Administration is among the organizations targeted by hackers exploiting a Microsoft SharePoint flaw. And, Tesla, Alphabet, and IBM are among the companies releasing earnings after markets close.See omnystudio.com/listener for privacy information.
23 Juli 41min
