Bloomberg's Ed Ludlow discusses the outlook for Nvidia as investors gauge how much more room the stock has to run. Plus, Alibaba calls off its planned IPO of Cainiao which could have raised more than $1 billion dollars. And, Ed speaks with former Yahoo CEO Marissa Mayer and Dany Garcia - the powerhouse behind Dwayne The Rock Johnson. See omnystudio.com/listener for privacy information.
Mar 26, 2024•43 min
Bloomberg's Caroline Hyde and Ed Ludlow break down the European Union's latest investigation into whether Apple, Google and Meta are in compliance with the new Digital Markets Act. Plus Lucid Motors getting a $1 billion cash injection from its biggest investor, an affiliate of Saudi Arabia’s Public Investment Fund , providing the troubled electric carmaker with a needed lifeline. See omnystudio.com/listener for privacy information....
Mar 25, 2024•42 min
Bloomberg's Caroline Hyde and Ed Ludlow break down the regulatory overhang for Apple amid the Justice Department's sweeping lawsuit against the iPhone maker. Plus, the outlook for the IPO ecosystem after Astera Labs' and Reddit's strong public debuts. See omnystudio.com/listener for privacy information.
Mar 22, 2024•39 min
Shares of Reddit started trading today, after an IPO that valued the company near the top of its marketed range. Carol Massar, Tim Stenovec and Bloomberg's team of reporters discuss the IPO and the path ahead for Reddit. See omnystudio.com/listener for privacy information.
Mar 21, 2024•22 min
Bloomberg's Caroline Hyde and Ed Ludlow get an exclusive interview with Micron CEO Sanjay Mehrotra as the company's shares surge to a record high, boosted by its outlook on AI growth. Plus, they break down everything to know about Reddit's long-awaited IPO with Reddit COO Jen Wong. See omnystudio.com/listener for privacy information.
Mar 21, 2024•46 min
Bloomberg's Caroline Hyde and Ed Ludlow break down Intel's $20 billion incentives win from the US government. Plus, the Biden Administration weighs sanctions on Huawei's secretive chip network as the US seeks to curtail China's tech ambitions. See omnystudio.com/listener for privacy information.
Mar 20, 2024•40 min
Bloomberg's Caroline Hyde and Ed Ludlow break down highlights from Nvidia's annual GPU technology conference as Jensen Huang unveils its most powerful chip architecture yet. Plus, a conversation with US Senator Bill Hagerty on the TikTok bill. See omnystudio.com/listener for privacy information.
Mar 19, 2024•42 min
Bloomberg's Caroline Hyde breaks down the potential blockbuster agreement between Apple and Google to use Gemini AI in iPhones, and how Nvidia faces sky-high expectations from investors as its annual conference is underway. Plus, highlights from Elon Musk's full interview with CNN veteran Don Lemon. See omnystudio.com/listener for privacy information.
Mar 18, 2024•42 min
Bloomberg's Caroline Hyde breaks down Adobe's earnings results after the company's shares fall by the most since 2022 on fears of AI competition. Plus, Bitcoin's slide from its record high continues as talks of a bubble escalate. See omnystudio.com/listener for privacy information.
Mar 15, 2024•40 min
Bloomberg's Caroline Hyde and Ed Ludlow break down what to expect in the Senate on the TikTok bill and the response from China. Plus, Starship goes further and faster but SpaceX loses the vessel during re-entry. See omnystudio.com/listener for privacy information.
Mar 14, 2024•41 min
Bloomberg's Caroline Hyde and Ed Ludlow bring full coverage on TikTok as the US house passes a bill to force ByteDance to sell the social media app or face a ban in the US. Plus, the European Union passes the world's most extensive AI guardrails, and Chamath Palihapitiya's Social Capital fires two partners after a probe. See omnystudio.com/listener for privacy information.
Mar 13, 2024•40 min
Bloomberg's Ed Ludlow breaks down Oracle's earnings as it posts its biggest gain in two years amid a spike in bookings in its cloud computing business. Plus, Bitcoin continues its record-breaking run as $2.7 billion flowed into crypto assets last week. See omnystudio.com/listener for privacy information.
Mar 12, 2024•42 min
Bloomberg's Caroline Hyde and Ed Ludlow break down the latest details on the Reddit IPO as the social media company looks to raise nearly $750 million, and Bitcoin tops $72,000 for the first time. Plus, Vinod Khosla discusses the state of the VC ecosystem since the collapse of Silicon Valley Bank one year ago, and shares his thoughts on Elon Musk's OpenAI lawsuit. See omnystudio.com/listener for privacy information.
Mar 11, 2024•42 min
Bloomberg's Caroline Hyde and Ed Ludlow discuss Bitcoin's surge to $70,000. Plus, they break down exclusive Bloomberg reporting that Huawei's chip breakthrough used technology from two US gear suppliers. And, they discuss Bloomberg findings on racial bias in ChatGPT. See omnystudio.com/listener for privacy information.
Mar 08, 2024•39 min
Bloomberg's Caroline Hyde and Ed Ludlow go live to Palantir's AIPCon to sit down with CEO Alex Karp and discuss all things AI. Plus, the AI rally faces its next test when Broadcom reports earnings after the market close. And, the EU's Digital Markets Act goes into effect today, creating new rules for big technology companies. See omnystudio.com/listener for privacy information.
Mar 07, 2024•44 min
Bloomberg's Caroline Hyde and Ed Ludlow take a look at Apple shares sliding for a fifth day as the iPhone maker sees a big drop in China sales to start off the year. Plus, AMD faces a US roadblock in selling its AI chips in the Chinese market, and Bitcoin hits a fresh record. See omnystudio.com/listener for privacy information.
Mar 05, 2024•44 min
Bloomberg's Caroline Hyde and Ed Ludlow break down Apple's €1.8B fine by the EU for abusing its dominant position in the distribution of music streaming apps. Plus, AI startup Anthropic is launching new versions of its Chatbot Claude that are twice as likely to answer a question correctly. See omnystudio.com/listener for privacy information.
Mar 04, 2024•43 min
Bloomberg's Caroline Hyde and Ed Ludlow break down Elon Musk's lawsuit against OpenAI and CEO Sam Altman alleging they violated the company's founding mission by putting profit ahead of benefiting humanity. Plus, full earnings coverage with the CEO of EV maker Fisker as shares plunge with the company's survival in doubt. See omnystudio.com/listener for privacy information.
Mar 01, 2024•39 min
Bloomberg's Caroline Hyde and Ed Ludlow break down tech earnings as Salesforce, Snowflake, Paramount and others report results. Plus, Bitcoin pushes toward a record high amid massive inflows into exchange-traded funds, and Apple faces weak demand for the iPhone in China as resellers slash the price of the latest model. See omnystudio.com/listener for privacy information.
Feb 29, 2024•43 min
Bloomberg's Caroline Hyde and Ed Ludlow break down Apple scrapping its EV ambitions after a decade-long effort now that the company focuses on AI instead. Plus, Google CEO Sundar Pichai blasts the failures of Gemini's image generation feature as the company looks to remedy the situation. See omnystudio.com/listener for privacy information.
Feb 28, 2024•42 min
Bloomberg's Ed Ludlow takes a look at Shein re-thinking an IPO in New York with its sights now set on London as the fast-fashion company faces hurdles in the US. Plus, Nvidia's $70 million dollar supercomputer is hobbled in Florida by laws preventing top talent from ever setting foot in the state. See omnystudio.com/listener for privacy information.
Feb 27, 2024•42 min
Bloomberg's Caroline Hyde and Ed Ludlow break down why Cathie Wood is selling into the Nvidia frenzy by cutting her TSMC stake. Plus, the Supreme Court is hearing challenges on two laws aiming to prevent social media platforms from "censoring" posts. See omnystudio.com/listener for privacy information.
Feb 26, 2024•43 min
Bloomberg's Caroline Hyde breaks down how Nvidia managed to top $2 trillion in market value, becoming the world's fourth most valuable company. Plus, we have all the details on Reddit's IPO filing, from its AI ambitions to its largest shareholders. See omnystudio.com/listener for privacy information.
Feb 23, 2024•40 min
Bloomberg's Caroline Hyde breaks down Nvidia's surge as AI demand powers the company's outlook yet again. Plus, we get a read on the state of the IPO market as Reddit gears up to file publicly for its offering. See omnystudio.com/listener for privacy information.
Feb 22, 2024•43 min
Bloomberg's Caroline Hyde breaks down what to expect from Nvidia as the $1.7 trillion chip company gears up for earnings results after the bell. Plus, we stick with earnings as Palo Alto Networks heads for its biggest drop ever as customers face "spending fatigue" in cybersecurity. See omnystudio.com/listener for privacy information.
Feb 21, 2024•42 min
Bloomberg's Caroline Hyde breaks down Wall Street's expectations of Nvidia's earnings due tomorrow. Plus, some Apple loyalists are making a U-turn on the Vision Pro and returning the device to get their money back, and Bitcoin climbs for four straight weeks. See omnystudio.com/listener for privacy information.
Feb 20, 2024•43 min
Bloomberg's Caroline Hyde and Ed Ludlow unpack earnings with DoorDash not quite delivering the goods and DraftKings betting big on the lottery. Plus, Super Micro drops, ending a sizzling rally that put the server company on a record-breaking week. See omnystudio.com/listener for privacy information.
Feb 16, 2024•41 min
Bloomberg's Caroline Hyde and Ed Ludlow take a look at Cisco shares under pressure after delivering a disappointing outlook along with plans to cut thousands of jobs. Plus, Coinbase shares surge after receiving an upgrade from JPMorgan ahead of the company's earnings report, and 13F filings reveal hedge funds bought into some of the biggest names in tech in the fourth quarter. See omnystudio.com/listener for privacy information.
Feb 15, 2024•42 min
Bloomberg's Caroline Hyde and Ed Ludlow sit down with the CEO of Lyft to run through the company's results and break down the clerical error that led to a 67% surge in its shares. Plus, OpenAI Board Member and former Salesforce CEO Bret Taylor raises $110 million to bring AI agents to business, and Mark Zuckerberg reviews Apple's Vision Pro. See omnystudio.com/listener for privacy information.
Feb 14, 2024•40 min
Bloomberg's Caroline Hyde and Ed Ludlow break down US inflation numbers topping forecasts in a blow to rate-cut hopes. Plus, a deep dive into the names reporting after the bell to get a read on the health of the gig economy. See omnystudio.com/listener for privacy information.
Feb 13, 2024•40 min
