Bloomberg's Caroline Hyde breaks down all the details from Apple's 'Let Loose' product launch as the company launches new iPads. Plus, Disney shares fall amid its profit outlook and subscriber miss, and Uber and Instacart team up to take on DoorDash. See omnystudio.com/listener for privacy information.
May 07, 2024•36 min
Bloomberg's Caroline Hyde gauges the health of technology earnings with 80% of S&P 500 companies out with results. Plus, as Buffet cuts his stake, we push ahead to Apple's product event as the company prepares to launch new iPads, and Anduril founder Palmer Luckey joins for an exclusive interview on the company's new AI-powered products. See omnystudio.com/listener for privacy information.
May 06, 2024•43 min
Bloomberg's Ed Ludlow breaks down Apple's earnings including an upbeat forecast and record buyback. Plus, tech jumps and market traders re-up rate cut bets as US jobs data disappoints to the downside, and Coinbase's CFO breaks down the company's first quarter earnings. See omnystudio.com/listener for privacy information.
May 03, 2024•41 min
Bloomberg's Caroline Hyde and Ed Ludlow break down what to expect from Apple's earnings after the bell as investors anxiously await iPhone sales numbers. Plus, a conversation with Qualcomm's CEO as the chipmaker offers an upbeat forecast, and with DoorDash's CFO on the company's latest results. See omnystudio.com/listener for privacy information.
May 02, 2024•44 min
Bloomberg's Caroline Hyde and Ed Ludlow break down Amazon's earnings after the company posted its biggest cloud sales growth in a year on AI demand. Plus, AMD fell after its AI chip forecast disappointed Wall Street, and Pinterest's CEO joins for an exclusive interview as the company's revenue surged. See omnystudio.com/listener for privacy information.
May 01, 2024•43 min
Bloomberg's Caroline Hyde and Ed Ludlow take a look at Paramount replacing its CEO as M&A buzz overshadows mixed results. Plus: Amazon, AMD and Pinterest all report after the bell, and Binance's former CEO heads to court as prosecutors seek three years of prison time. See omnystudio.com/listener for privacy information.
Apr 30, 2024•43 min
Bloomberg's Caroline Hyde and Ed Ludlow look at Tesla getting a tentative approval for its driving system in China. Plus, Paramount is expected to oust its CEO ahead of earnings, and SoFi shares drop after 2Q guidance disappoints. See omnystudio.com/listener for privacy information.
Apr 29, 2024•41 min
Bloomberg's Caroline Hyde and Ed Ludlow sit down with Intel CEO Pat Gelsinger as shares fall on its tepid outlook. Plus, AI demand sends shares of Microsoft and Google soaring after strong earnings results. And, Uber-backed Lime expands its fleet of e-scooters globally. See omnystudio.com/listener for privacy information.
Apr 26, 2024•42 min
Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off. For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.
Apr 26, 2024•12 min
Bloomberg's Ed Ludlow breaks down a disappointing earnings report from Meta that weighed on the technology sector. Plus, the CEO of Rubrik joins to discuss the company's initial public offering. And, the CEO of ServiceNow joins to break down the company's earnings results. See omnystudio.com/listener for privacy information.
Apr 25, 2024•40 min
Bloomberg's Caroline Hyde and Ed Ludlow break down Tesla's surge as the promise of cheaper EVs calm strategy fears. Plus, legislation requiring TikTok's divestiture signed into law, and Big Tech's AI deals come under scrutiny in the UK. See omnystudio.com/listener for privacy information.
Apr 24, 2024•38 min
Bloomberg's Caroline Hyde and Ed Ludlow break down why Apple is facing its worst start to the year in China since the Covid pandemic. Plus, a look at the TikTok bill heading to the Senate and an overview of Tesla's upcoming earnings. See omnystudio.com/listener for privacy information.
Apr 23, 2024•42 min
Bloomberg's Caroline Hyde and Ed Ludlow take a deep dive into TikTok's divest-or-ban legislation as it clears the house and heads to the Senate this week. Plus, chaos erupts internally at Tesla as Elon Musk shifts the company's focus from a cheaper model to the robotaxi. See omnystudio.com/listener for privacy information.
Apr 22, 2024•40 min
Bloomberg's Ed Ludlow brings full market coverage as investors scale back geopolitical concerns with stocks bouncing off their lows. Netflix shares fall after a disappointing revenue outlook and plans to stop reporting its subscriber numbers, and financial services platform Ramp raises an additional $150 million dollars to reach a $7.6 billion dollar valuation with new backer Khosla Ventures. See omnystudio.com/listener for privacy information....
Apr 19, 2024•43 min
Bloomberg's Caroline Hyde and Ed Ludlow break down TSMC's first quarter earnings report as the company scales up profit, but scales back its outlook for a chip market expansion. Plus, Google fires 28 employees after they were involved in protests against Project Nimbus to provide Israel's government and military with AI and cloud services. See omnystudio.com/listener for privacy information.
Apr 18, 2024•43 min
Bloomberg's Caroline Hyde and Ed Ludlow break down why Tesla is asking its investors to approve CEO Elon Musk's $56 billion pay package again. Plus, chipmaking equipment orders dive at ASML as Europe's most valuable company faces a pull back from its Taiwanese and South Korean customers. See omnystudio.com/listener for privacy information.
Apr 17, 2024•43 min
Bloomberg's Caroline Hyde and Ed Ludlow break down Microsoft's plan to invest $1.5 billion in the UAE's top AI firm, G42, as the US government pushes the Abu Dhabi business to end all cooperation with China. Plus, a conversation with the EU's Commissioner for Financial Services in San Francisco. See omnystudio.com/listener for privacy information.
Apr 16, 2024•43 min
Bloomberg's Caroline Hyde and Ed Ludlow break down the latest updates from the Middle East after Iran launched missiles and drones over the weekend into Israel. Plus, senior Tesla executives leave as the company plans to slash 10% of its global workforce, and Apple faces its worst iPhone slump since Covid. See omnystudio.com/listener for privacy information.
Apr 15, 2024•43 min
Bloomberg's Ed Ludlow and Caroline Hyde break down Apple's decision to overhaul its entire Mac line with AI-Focused M4 Chips, Cathie Wood's ARK Invest to buy a stake into OpenAI, and reports that China has told telecom carriers to drop foreign semiconductor chips. See omnystudio.com/listener for privacy information.
Apr 12, 2024•42 min
Bloomberg's Ed Ludlow and Caroline Hyde break down Amazon CEO Andy Jassy's annual letter to shareholders. Plus, Jeff Bezos and Tim Cook attend the White House state dinner for Japan's Prime Minister. And, OpenAI CEO Sam Altman looks to build a global coalition on artificial intelligence as he visits the United Arab Emirates. See omnystudio.com/listener for privacy information.
Apr 11, 2024•42 min
Bloomberg's Caroline Hyde and Ed Ludlow bring full coverage on inflation as the CPI report comes in hotter than expected. Plus, a look at TSMC sales surging after riding the AI chip boom, and a deep dive into SpaceX's prized Starlink satellite business and its murky financials. See omnystudio.com/listener for privacy information.
Apr 10, 2024•48 min
Bloomberg's Caroline Hyde breaks down Google's updates to its AI products coming from the company's annual cloud computing conference. Plus, Tesla may be headed for another sales decline according to some analysts on the Street. See omnystudio.com/listener for privacy information.
Apr 09, 2024•42 min
Bloomberg's Caroline Hyde breaks down why the US awarded TSMC $11.6 billion in grants and loans and what that means for US chip production. Plus, JPMorgan CEO Jamie Dimon likens artificial intelligence to the invention of the steam engine, and free blue checks are back at Elon Musk's X platform. See omnystudio.com/listener for privacy information.
Apr 08, 2024•42 min
Bloomberg's Caroline Hyde and Ed Ludlow get the read on the health of the tech labor market as the US jobs report comes in hot. Plus, new filings show Apple slashed around 600 roles after scrapping its car and screen projects, and Meta changes some of its policies to allow more AI-generated content to remain on its platforms. See omnystudio.com/listener for privacy information.
Apr 05, 2024•32 min
Bloomberg's Caroline Hyde and Ed Ludlow sit down with OpenAI COO Brad Lightcap for a discussion on AI's enterprise adoption, the company's growth and more. Plus, Apple eyes home robots as the next big thing after scrapping its car ambitions. See omnystudio.com/listener for privacy information.
Apr 04, 2024•40 min
Bloomberg's Caroline Hyde and Ed Ludlow break down the latest updates from the earthquake in Taiwan and its implications for the global economy. Plus, Disney's months-long proxy battle nears its end as shareholders place their final votes, and Spotify announces it's raising prices in several markets for the second time in a year. See omnystudio.com/listener for privacy information.
Apr 03, 2024•44 min
Bloomberg's Caroline Hyde and Ed Ludlow break down Tesla's deliveries numbers falling short of expectations while Rivian beats production estimates. Plus, Apple posts one of its worst quarters relative to the S&P in over a decade, and Rubrik's IPO filing shows growing revenue and losses. See omnystudio.com/listener for privacy information.
Apr 02, 2024•42 min
Bloomberg's Caroline Hyde and Ed Ludlow take a look at what to expect from Tesla's deliveries report as analysts slash estimates with the quarter coming to a close. Plus, more momentum in the IPO market as Microsoft-backed Rubrik says it is ready to file for its initial public offering. See omnystudio.com/listener for privacy information.
Apr 01, 2024•42 min
Bloomberg's Ed Ludlow breaks down the significance of FTX founder Sam Bankman-Fried's sentencing for the crypto world. Plus, Amazon boosts its investment in AI startup Anthropic with a $2.75 billion dollar cash infusion. See omnystudio.com/listener for privacy information.
Mar 28, 2024•46 min
Bloomberg's Ed Ludlow discusses the outlook for for the technology sector. Plus, Robinhood's CEO joins as the company launches a credit card. And, Galaxy Digital CEO Mike Novogratz offers his outlook for Bitcoin. See omnystudio.com/listener for privacy information.
Mar 27, 2024•39 min