Listen for news and analysis on global technology companies and investors.
Ed Ludlow brings you the only daily news program focused exclusively on technology, innovation and the future of business.
Bloomberg’s Caroline Hyde discusses how markets are reacting to Nvidia’s decelerating growth. Plus, the Nvidia CFO tells Bloomberg News that the company needs a codified plan before it can pay the Trump administration's 15% commission on chip sales. And shares of Snowflake and HP rise on the back of their earnings reports. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde discusses concerns about China and potential growth that investors will be watching when Nvidia releases its earnings after markets close. Plus, SpaceX's Starship hits a major milestone after deploying satellites for the first time. And IBM and AMD announce a partnership to develop quantum-centric supercomputing. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde discusses AT&T’s plans to buy EchoStar’s spectrum licenses for about $23 billion. Plus, President Trump is vowing tech curbs and tariffs on countries with digital services taxes. And AI demand is in focus as investors prepare for Nvidia’s earnings this week. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde discusses the latest on Intel after President Donald Trump announced a 10% stake in the chipmaker. Plus, Elon Musk announces he's suing Apple and OpenAI, accusing the companies of thwarting competition. And the world of esports is set to get bigger with the introduction of the Esports Nations Cup tournament. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde discusses concerns about AI valuations amid the Nasdaq 100's worst losing streak in five months. Plus, Thoma Bravo Managing Partner Holden Spaht discusses its planned acquisition of Dayforce for $12.3 billion. And Google puts AI at the center of its new Pixel devices. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde discusses the tech sell-off as shares fall for a second day. Plus Bank of America’s new Chief Technology and Information Officer talks about the bank’s use of AI as a new report from MIT shows most enterprises see no return on investment from their AI spend. And analysts offer their take on Meta restructuring its AI team again. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde discusses potential plans by the US government to take a stake of about 10% in Intel as SoftBank buys into the chipmaker. Plus Palo Alto Networks CEO Nikesh Arora, discusses the company’s growth plans. And Apple expands iPhone production in India. See omnystudio.com/listener for privacy information.
Bloomberg’s Matt Miller discusses plans by current and former OpenAI employees to sell $6 billion worth of shares to an investor group that includes SoftBank. Plus, investors react to US government plans to take a stake in Intel. And global competition in the electric vehicle space picks up. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that the Trump administration is eyeing CHIPS Act funds in order to take a stake in Intel. Plus, Applied Materials shares plunge due to growing trade concerns between the US and China. And OpenAI Chairman and Sierra CEO Bret Taylor talks about the impact artificial intelligence is having on software and how the OpenAI board is approaching corporate restructuring. See omnystudio.com/listener for privacy information....
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s AI push, which relies on robots, a lifelike version of Siri, and home security devices. Plus, Cisco CEO Chuck Robbins talks about AI sales and the impact of tariffs following the company’s earnings report. And WHOOP CEO Will Ahmed defends his company’s decision to keep its blood oxygen tracker operational despite a request from the FDA to disable it. See omnystudio.com/listener for privacy information....
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Treasury Secretary Scott Bessent’s comments that the US deal allowing Nvidia and AMD to sell some AI chips to China could be a “model” for others. Plus, Tencent shares rise on a revenue beat and plans for AI. And CoreWeave CEO Michael Intrator discusses how the company plans to scale to meet AI demand. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that China is urging its domestic companies to avoid using Nvidia H20 chips. Plus, Elon Musk accuses Apple of favoring OpenAI above other AI companies in its app store, even threatening possible legal action. And Circle CEO Jeremy Allaire discusses plans for new products as shares of the company soar following its earnings report. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s and AMD’s agreement to pay 15% of their revenues from Chinese artificial intelligence chip sales to the US government. Analysts and investors react to the “unprecedented” deal. Plus, Intel CEO Lip-Bu Tan is set to meet with President Donald Trump, after the US leader called his resignation. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde speaks with OpenAI COO Brad Lightcap about the company’s latest model, GPT-5, and the battle to retain top talent in the artificial intelligence space. Plus, SoftBank and Meta each make moves to expand their AI data center resources. And the CEOs of Twilio, Chime, and Akamai each discuss their companies’ latest earnings reports. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde discusses President Donald Trump’s call for Intel CEO Lip-Bu Tan to resign. Plus the White House considers 100% tariffs on semiconductors, with a carveout for companies that move production back to the US including Apple. And the CEOs of Lyft, DraftKings and Duolingo all join to discuss their companies’ quarterly earnings. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde and Ed Ludlow speak with AMD CEO Lisa Su about the company’s earnings report and where it sees demand coming from. Plus, OpenAI is said to be selling shares at a $500 billion valuation. And the White House says Apple will announce an additional $100 billion domestic investment. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s comments that more chip tariffs may be coming soon. Plus, booming demand for artificial intelligence led Palantir’s revenue to climb above $1 billion. And AMD is under pressure to show benefits from the AI race as the chipmaker prepares to release earnings after markets close. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Tesla’s approval of a $30 billion interim stock award for Elon Musk. Plus, Joby CEO JoeBen Bevirt discusses the eVOTL company’s plan to buy the helicopter ride-share business of Blade Air Mobility for $125 million. And Palantir and AMD face mounting pressure as the companies prepare to release their earnings. See omnystudio.com/listener for privacy information.
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.
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....
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.
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.
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.
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.
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....
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....
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the latest update in the Microsoft SharePoint hacking. Plus, OpenAI and Oracle announce plans to expand US data center capacity. And semiconductor maker NPX fails to impress investors with its third-quarter forecast. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde discusses the hack of Microsoft SharePoint software that could impact tens of thousands of organizations. Plus, investors prepare for more second-quarter tech earnings. And Elon Musk’s wild bets and his feud with President Trump are creating challenges for his business empire. See omnystudio.com/listener for privacy information.
Bloomberg’s Ed Ludlow discusses Netflix earnings as the company’s shares fall. Plus, the CFO of Taiwan Semiconductor Manufacturing discusses the company’s $165 billion US expansion plan. And defense tech startup Hadrian closes a $260 million Series C funding round led by Founders Fund. See omnystudio.com/listener for privacy information.
Bloomberg’s Ed Ludlow discusses the impact of AI demand on shares of Taiwan Semiconductor Company. Plus, the President of self-driving startup Nuro explains the company’s plans for a robotaxi partnership with Uber and Lucid. And investors prepare for Netflix earnings, which no longer include subscriber numbers. See omnystudio.com/listener for privacy information.
