Bloomberg's Ed Ludlow and Caroline Hyde break down earnings results from Walmart and focus in on e-commerce. Plus, Cisco outlines plans to push into AI and security technology. And, Dutch payment processing company Adyen plunges after posting the slowest revenue growth since its IPO. See omnystudio.com/listener for privacy information.
Aug 17, 2023•41 min
Bloomberg's Ed Ludlow and Caroline Hyde discuss the implications of Intel and Tower Semiconductor scrapping their $5.4 billion deal. Plus, they recap Tencent's earnings and what is says about China's technology sector. And, cryptocurrency company BitGo inks a $1.75 billion valuation after raising $100 million in its Series C funding round. See omnystudio.com/listener for privacy information.
Aug 16, 2023•41 min
Bloomberg's Ed Ludlow and Caroline Hyde preview earnings results from China's biggest tech companies. Plus, the CEO of Vietnamese electric-vehicle maker VinFast joins to discuss the company's trading debut. And, Hollywood studios make a new offer to striking screenwriters that include concessions on artificial intelligence and access to viewer data. See omnystudio.com/listener for privacy information.
Aug 15, 2023•40 min
Bloomberg's Caroline Hyde and Ed Ludlow break down Tesla's latest price cut in China, sparking worries of another global EV price war. Plus, the significance of PayPal's stablecoin, and Zuckerberg tells speculators it's time to move on from the potential cage fight with Elon Musk. See omnystudio.com/listener for privacy information.
Aug 14, 2023•43 min
Bloomberg's Ed Ludlow breaks down a court ruling siding in favor of robotaxis expanding in San Francisco and discusses with Cruise CEO Kyle Vogt. Plus, a look at a government probe including Microsoft's role in suspected Chinese hacking of government officials. See omnystudio.com/listener for privacy information.
Aug 11, 2023•41 min
Bloomberg's Ed Ludlow breaks down how Disney's production costs will save 3 billion dollars for the entertainment company. Plus, President Biden imposes limits on US investments in China while Alibaba defies the country's economic turbulence with a return to growth across all its main divisions. See omnystudio.com/listener for privacy information.
Aug 10, 2023•42 min
Bloomberg's Ed Ludlow breaks down Lyft's second quarter earnings after posting its slowest growth since the pandemic. Plus, why Rivian's CEO doesn’t see a need to raise capital before the end of 2025. See omnystudio.com/listener for privacy information.
Aug 09, 2023•42 min
Bloomberg's Ed Ludlow discusses issues facing Stability AI after its breakout success with Stable Diffusion. Plus, Palantir shares fall after the company issued a sales forecast that disappointed Wall Street. And, Spotify unveils its AI-powered DJ to a global audience. See omnystudio.com/listener for privacy information.
Aug 08, 2023•42 min
Bloomberg's Ed Ludlow sits down with analyst Pierre Ferragu from New Street Research to discuss changes to Tesla's C-Suite, as the CFO of 13 years steps down. Plus, Softbank may turn to profit after $48 billion in Vision fund losses. And, we're live out of Lisbon as a key leader responds to Portugal's probe into European Telecomms giant Altice. See omnystudio.com/listener for privacy information.
Aug 07, 2023•40 min
Bloomberg's Ed Ludlow discusses earnings from Apple as iPhone maker’s outlook for the fourth quarter sparked worries over tepid demand. Plus, Amazon CEO Andy Jassy generates strong revenue growth from the core e-commerce business while cutting the pace of spending. And, Nikola taps a former GM vice chairman to serve as its CEO, replacing the current CEO after less than a year. See omnystudio.com/listener for privacy information....
Aug 04, 2023•41 min
Bloomberg's Ed Ludlow discusses earnings from Qualcomm as smartphone demand weighs on shares. Plus, an exclusive conversation with Flexport founder Ryan Petersen who just joined Founders Fund as a partner. And, Ed explains why a potential breakthrough in the superconductor technology has been driving both excitement and controversy. See omnystudio.com/listener for privacy information.
Aug 03, 2023•43 min
Bloomberg's Ed Ludlow sits down with analyst Mark Mahaney from Evercore ISI to recap Pinterest's results and preview Amazon earnings. Plus, a look at shares of AMD after the chipmaker posted earnings that topped estimates. And, the CEO of Worldcoin joins to discuss the company's effort to create a global network of digital identities. See omnystudio.com/listener for privacy information.
Aug 02, 2023•41 min
Bloomberg's Ed Ludlow and Emily Chang sits down with Uber CEO Dara Khosrowshahi to discuss the company's earnings results. Deena Shakir of Lux Capital joins with her take on the state of venture capital investing. Plus, the CEO of Stocktwits look at Elon Musk's X Corp.'s ambitions to be an everything app. See omnystudio.com/listener for privacy information.
Aug 01, 2023•46 min
Bloomberg's Ed Ludlow pushes ahead to earnings from Amazon and Apple later this week and breaks down results from SoFi which surged after raising its revenue forecast. Plus, Walmart pays $1.4 billion to buy Tiger Global Management’s remaining stake in Flipkart, boosting its bet on the Indian retailer. See omnystudio.com/listener for privacy information.
Jul 31, 2023•40 min
Bloomberg's Ed Ludlow sits down for an interview with Intel CEO Pat Gelsinger as the company soars after strong earnings. Affirm CEO Max Levchin discusses his buy now, pay later company and his thoughts on Elon Musk's X company. Plus, a preview of Apple, Amazon and Qualcomm earnings. See omnystudio.com/listener for privacy information.
Jul 28, 2023•39 min
Bloomberg's Caroline Hyde and Ed Ludlow break down Meta's earnings with CFO Susan Li, and sit down for an interview with the CEO of Plaid to discuss the state of the FinTech industry. Plus, a Bloomberg Survey shows Tesla owners are loving the cars, but not liking Musk's tweets. See omnystudio.com/listener for privacy information.
Jul 27, 2023•42 min
Bloomberg's Caroline Hyde breaks down earnings results from tech giants, including Microsoft, Alphabet and Snap. Plus, a preview of Meta's results and the company's cost cutting initiatives. And, a discussion on Elon Musk’s grand vision to turn Twitter into a one-stop shop for financial services. See omnystudio.com/listener for privacy information.
Jul 26, 2023•42 min
Bloomberg's Caroline Hyde breaks down Spotify's second-quarter revenue miss and strong forecast for monthly active users. Plus, Elon Musk explains his decision to change Twitter's name and logo to X. See omnystudio.com/listener for privacy information.
Jul 25, 2023•41 min
Bloomberg's Caroline Hyde breaks down Elon Musk's overnight changes to the look of Twitter with a brand new X logo. Plus, how Apple plans to keep shipments steady for the latest iPhone 15 despite a decline in the smartphone market, and Sam Altman's Worldcoin soars on its first day of trading. See omnystudio.com/listener for privacy information.
Jul 24, 2023•43 min
Bloomberg's Caroline Hyde breaks down the latest on Microsoft and Activision as UK regulators reject claims they're bowing to pressure to clear the deal. Plus, Big Tech commits to safeguards for AI at the White House's request. See omnystudio.com/listener for privacy information.
Jul 21, 2023•38 min
Bloomberg's Caroline Hyde breaks down Netflix's earnings results and why its outlook is falling short of estimates. Plus, Elon Musk warns of more blows to Tesla's profitability. See omnystudio.com/listener for privacy information.
Jul 20, 2023•42 min
Bloomberg's Caroline Hyde breaks down why Microsoft and Activision extended their deadline for closing the $69 billion dollar deal as they seek approval in the UK. Plus, how the password crackdown and the actor strikes are impacting Netflix's business. See omnystudio.com/listener for privacy information.
Jul 19, 2023•43 min
Bloomberg's Caroline Hyde and Ed Ludlow break down Microsoft's Activision acquisition getting close to the finish line as a court deadline approaches. Plus, chip CEOs meet with White House officials to push back on new restrictions threatening sales to China. See omnystudio.com/listener for privacy information.
Jul 18, 2023•41 min
Bloomberg's Caroline Hyde and Ed Ludlow break down how Microsoft is clearing the final hurdle in its $69 billion takeover of Activision in the UK. Plus, a look at the sticking points in the strikes that have shut down Hollywood and the role of AI there. See omnystudio.com/listener for privacy information.
Jul 17, 2023•40 min
Bloomberg's Caroline Hyde breaks down how the FTC lost its request to temporarily block Microsoft from acquiring Activision Blizzard. Plus, Hollywood actors join writers in their strike, bringing productions of films to a standstill amid the first simultaneous walkout since 1960. See omnystudio.com/listener for privacy information.
Jul 14, 2023•40 min
Bloomberg's Caroline Hyde breaks down Elon Musk's new competitor to OpenAI: xAI. Plus, FTC Chair Lina Khan appears before a House committee on oversight, and Celsius is sues by three regulatory agencies. See omnystudio.com/listener for privacy information.
Jul 13, 2023•43 min
Bloomberg's Caroline Hyde breaks down the latest on Microsoft's $69b deal for Activision as the companies get a new shot at winning over the UK on the acquisition. Plus, how Meta's Threads could add $8 billion dollars in revenue within the next two years. See omnystudio.com/listener for privacy information.
Jul 12, 2023•35 min
Bloomberg's Caroline Hyde breaks down the ramifications of Microsoft winning US court approval to move forward with its $69 billion dollar deal for Activision Blizzard. Plus, Ed Ludlow reports live from Sun Valley, Idaho as billionaires descend on the mountains for their annual gathering. See omnystudio.com/listener for privacy information.
Jul 11, 2023•39 min
Bloomberg's Caroline Hyde and Ed Ludlow break down how the AI hype cycle is helping TSMC shares, and the fate of Microsoft's $69 billion-dollar takeover of Activision Blizzard. Plus, Meta's newest social app Threads tops 100 million users in less than 5 days. See omnystudio.com/listener for privacy information.
Jul 10, 2023•40 min
Bloomberg's Caroline Hyde and Ed Ludlow break down the battle between Twitter and Threads as Elon Musk's company threatens legal action against Meta. Plus, Alibaba surges as China ends its tech crackdown with fines on Tencent and Ant Group, and Apple readies a slow rollout of its Vision Pro headset. See omnystudio.com/listener for privacy information.
Jul 07, 2023•39 min