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Bloomberg’s Ed Ludlow is joined by Nvidia CEO Jensen Huang to discuss the chipmaker's first-quarter earnings and the company’s $8 billion hit from China. Plus Ayako Yoshioka, from Wealth Enhancement Group says earnings show Nvidia understands the outlook for AI growth. And D.A. Davidson Managing Director Gil Luria also explains what he wants to hear from Nvidia next as it competes with Chinese rivals. See omnystudio.com/listener for privacy information....
Bloomberg’s Caroline Hyde and Ed Ludlow discuss what investors are expecting from Nvidia’s earnings, which are set to be released after markets close on Wednesday. Plus, SpaceX’s Starship test flight ends in a fiery setback for the Elon Musk-led company. And, Okta CEO Todd McKinnon says his company offers better value than “legacy” tech competitors. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Salesforce's plan to acquire Informatica for $8 billion after an earlier attempt fell through. Plus, they look at how Apple is coping with the threat of a 25% tariff if it doesn't move iPhone production to the U.S. And Elon Musk is set to address SpaceX workers about plans to reach Mars See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde discusses President Trump's threat to place a 25% tariff on Apple if it doesn't move iPhone production to the U.S. Plus, Andrew Ng, co-founder of Coursera and AI investor, discusses the skills shortage in advanced manufacturing that makes building iPhones and other tech in the US difficult. And the IPO market begins to heat up, spurring hope for tech startups and their investors. See omnystudio.com/listener for privacy information....
Bloomberg’s Caroline Hyde and Ed Ludlow talk to OpenAI’s Global Policy President Chris Lehane about the company’s plans to build more international data centers. Plus, Kraken Co-CEO Arjun Sethi discusses why the crypto exchange has partnered with Backed to let customers outside the US trade Apple, Nvidia, and Tesla shares around the clock. And AT&T CEO John Stankey explains why the telecom giant is buying Lumen’s consumer fiber operations. See omnystudio.com/listener for privacy information....
Bloomberg’s Ed Ludlow speaks with White House AI advisor Sriram Krishnan about the US AI Action Plan and President Trump’s approach to tech diplomacy. Plus, Nvidia CEO Jensen Huang slams US chip curbs as a “failure.” And Google shares rise as investors digest the company’s AI announcements. See omnystudio.com/listener for privacy information.
Bloomberg’s Ed Ludlow, live from Dell Technologies World, discusses developments in AI infrastructure. Plus, Elon Musk says he is committed to running Tesla for the next five years. And Cohere CEO Aidan Gomez says the competitor to OpenAI has doubled its revenue since the start of the year. See omnystudio.com/listener for privacy information.
Bloomberg’s Ed Ludlow breaks down why the Magnificent Seven are lower on Monday as investor sentiment sours more broadly following Moody’s US credit downgrade. Plus, Nvidia says it will allow customers to use rival chipmakers in an effort to expand its AI ecosystem, and Apple has been spending billions of dollars on AI but insiders say it still can't get it right. See omnystudio.com/listener for privacy information.
A smart and fun chat show about all things business. Hosted by award-winning business and economics journalists Max Chafkin (author of The Contrarian: Peter Thiel and Silicon Valley’s Pursuit of Power) and Stacey Vanek-Smith (former co-host of NPR’s Planet Money and reporter for Marketplace), Everybody's Business is powered by the unparalleled sources and reporters who bring you Businessweek magazine’s headlines and the stories behind them. The show gives listeners a window into the discussions ...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s tech-focused trip to the Middle East. Plus, Airbnb CEO Brian Chesky explains the revenue opportunity the company sees in services as it launches a redesigned app. And Prosus CEO Fabricio Bloisi says partnerships and acquisitions are part of the company’s efforts to become the biggest tech lifestyle company outside the US or China. See omnystudio.com/listener for privacy information....
Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s call for Apple to stop moving iPhone production to India and instead shift it to the US. Plus, eToro CEO Yoni Assia talks about the company’s market debut. And CoreWeave CEO Michael Intrator discusses the expanded partnership with OpenAI and the company’s first earnings report since going public. See omnystudio.com/listener for privacy information.
Bloomberg’s Ed Ludlow takes a look at AI deals out of the Gulf, as President Donald Trump continues his tour of the region. Plus, Sequoia Capital partner Konstantine Buhler discusses opportunities in AI memory. And Blake Scholl, CEO of Boom Supersonic, explains what an end to a ban on supersonic planes over US land could mean for the future of passenger flights. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s plans to sell advanced semiconductors to Humain for a massive data center project in Saudi Arabia. Plus, City Index Senior Analyst Fiona Cincotta explains why markets aren’t out of the woods yet. All this as US President Donald Trump and Saudi Crown Prince Mohammed bin Salman meet in Riyadh to announce new investments. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde takes a look at the Nasdaq's return to a bull market following US-China trade talks. Plus, Ankur Crawford from Alger discusses how an easing of US chip curbs to China could help innovation. And Gautam Mukunda, a lecturer at the Yale School of Management, says Tesla risks becoming the next Boeing if it doesn't do more to focus on safety. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the possible impact of trade talks between the US and China. Plus, Lyft CEO David Risher talks about the markets where the company is investing. And, DraftKings CEO, Jason Robins, explains the impact of a surprising March Madness. See omnystudio.com/listener for privacy information.
Uber CEO Dara Khosrowshahi breaks down the company’s earnings report and discusses how driverless cars will increasingly fit into Uber’s business. Khosrowshahi speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Technology”. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde speaks with IBM CEO Arvind Krishna about the company’s new product designed to help enterprises manage the growing number of AI agents. Plus, Janet Mui, Head of Market Analysis at RBC Brewin Dolphin, reacts to Treasury Secretary Scott Bessent's testimony that there is no sign of a recession in the US. And a leader in Palantir’s army of loyal retail investors discusses why he isn't concerned about the company’s slow global growth. See omnystudio.com/listener for privacy ...
Bloomberg’s Caroline Hyde discusses the drop in media stocks following President Trump’s proposal to impose 100% tariffs on foreign-produced movies. Treasury Secretary Scott Bessent, speaking from the Milken Institute Global Conference, says the US must win the race to develop artificial intelligence as China closes the gap. Daniel Morgan, Senior Portfolio Manager at Synovus Trust, explains what's behind the market dip after a four-day rally. See omnystudio.com/listener for privacy information....
This episode of Bloomberg Technology covers a range of topics including Apple and Amazon's earnings impacted by tariffs, the US Energy Secretary's plans to boost electricity output for AI, the delay of Grand Theft Auto 6, and Roblox's user growth and strategy with CEO David Baszucki. The episode also discusses the skills gap in the labor market, Reddit's growth, and other tech news.
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Microsoft’s and Meta’s earnings beats. Plus, Carolina Milanesi, President and Principal Analyst at Creative Strategies, explains what investors are waiting to hear from Apple when the iPhone maker reports results. Andy McLoughlin, Managing Partner at Uncork Capital, also joins to talk about the firm's new $300 million fund and its search for the next big AI startup. See omnystudio.com/listener for privacy information....
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in Super Micro’s shares after the server maker preannounced results that fell well short of analysts' estimates. Plus, Boston Dynamics CEO Robert Playter discusses the future of robotics and competition with Tesla. And Grab CFO Peter Oey explains why the Southeast Asian delivery company raised its earnings forecast. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde and Ed Ludlow dive into the White House calling out Amazon after reports that it would display the cost of US tariffs on products - which Amazon later denied. Plus, Spotify shares fall after giving a muted outlook for profit, and SoFi CEO Anthony Noto says the Trump administration’s regulatory reforms will allow the online bank to offer more products. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde discusses IBM's plans to invest $150 billion over the next five years in the US. Plus, Palo Alto Networks’ CEO joins on the company's latest acquisition. And FPV managing partners, Pegah Ebrahimi and Wesley Chan, talk about finding startups that outlive the AI hype and withstand an economic downturn. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde and Ed Ludlow speak with Greylock partner and LinkedIn co-founder Reid Hoffman about AI policy and investing amid global trade tensions. Plus, Kamyl Bazbaz from the privacy-focused search company DuckDuckGo discusses what changes to Google could create a more even playing field in search. And BNP Paribas’s David O'Connor joins to talk about Intel's disappointing first-quarter results. See omnystudio.com/listener for privacy information....
Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as Alphabet prepares to report after the bell, setting the tone for Magnificent Seven results. Plus, ServiceNow CEO Bill McDermott discusses the company’s outlook amid the threat of tariffs and the government's cost-cutting efforts. And Neo CEO Ali Partovi explains why he still focuses on backing founders with computer science backgrounds, even as AI takes over coding tasks. See omnystudio.com/listener for privacy information....
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the market gains on the hope of easing trade tensions. Plus, Tesla retail investor Alexandra Merz discusses Elon Musk’s plan to step back from government and why she thinks the company can dominate in full-self-driving. And Jack Mallers, CEO of Twenty One Capital explains how the new Bitcoin firm started by Cantor Fitzgerald, Tether and SoftBank plans to build wealth for investors. See omnystudio.com/listener for privacy information....
Bloomberg’s Caroline Hyde and Ed Ludlow speak with Northwood CEO Bridgit Mendler about her space infrastructure startup’s Series A funding round, co-led by Andreessen Horowitz. Plus, Construction Capital General Partner, Dayna Grayson discusses its latest $300 million fund focused on tech to improve US manufacturing sectors. And Marta Norton, Chief Investment Strategist at Empower, joins to explain why tech valuations are becoming more approachable for investors. See omnystudio.com/listener for ...
Bloomberg’s Caroline Hyde discusses the possible breakup of Google with former Nebraska Attorney General Doug Peterson. Plus, Michelle Giuda, CEO of the Krach Institute for Tech Diplomacy at Perdue, says TSMC has leverage to prevent its chips from ending up in China. And, Rich Greenfield from Lightshed Partners explains why Netflix’s global production gives it an advantage over competitors. See omnystudio.com/listener for privacy information....
Bloomberg's Ed Ludlow details the pressures facing Nvidia and the semiconductor sector as CEO Jensen Huang heads to China. And, Archer Aviation unveils a new air taxi plan to transform NYC's skies. Plus, Wall Street eyes streaming as a tariff safe-haven ahead of Netflix earnings. See omnystudio.com/listener for privacy information.
Bloomberg's Ed Ludlow details the tech stock rout as chipmakers like Nvidia and ASML warn of stresses from President Trump's tariffs. And, Lyft enters the European market, purchasing FreeNow in a nearly $200M deal. Plus, a conversation with President Trump's chief technology advisor and director of the White House office of Science and Technology policy, Michael Kratsios. See omnystudio.com/listener for privacy information.
