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Bloomberg Tech

Bloombergwww.bloomberg.com

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.

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Episodes

Netflix Beats Every Wall St. Metric, iPhone Demand Surges in China

Bloomberg's Ed Ludlow and Caroline Hyde discuss Netflix as the company reported subscribers that beat analyst estimates. Plus, new data out from Counterpoint Research shows a jump in iPhone demand in China, and Tesla faces a US probe over its Full Self-Driving feature after a series of crashes. See omnystudio.com/listener for privacy information.

Oct 18, 202440 min

TSMC Lifts Chips, Amazon's Green Goals

Bloomberg's Ed Ludlow and Caroline Hyde discuss TSMC's blowout results and forecasts as it helps provide a boost in investor AI sentiment. Plus, Amazon's nuclear new deal, we speak with AWS CEO Matt Garman on their latest clean energy investment, and Unity's gaming goals, a conversation with CEO Matt Bromberg on their latest Unity 6 platform release. See omnystudio.com/listener for privacy information.

Oct 17, 202442 min

ASML Outlook Weighs On Global Tech

Bloomberg's Ed Ludlow and Caroline Hyde discuss the latest tech rout as ASML's weak outlook causes concern for investors. Plus, Former President Donald Trump on the importance of keeping Google intact, and Google goes nuclear with latest carbon-free investment to power its AI ambitions. See omnystudio.com/listener for privacy information.

Oct 16, 202443 min

US Discusses Curbing AI Chips

Bloomberg's Ed Ludlow looks at the landscape for semiconductors as the US says its may curb AI chip exports from the likes of Nvidia and AMD over national security concerns. Plus, Nvidia's production delays may be over as Dell servers are set to ship out with the latest Blackwell chips, and more than meets the eye, the undisclosed human touch behind Tesla's Optimus robots. See omnystudio.com/listener for privacy information.

Oct 15, 202423 min

Nvidia Roars Back and Adobe Unveils AI Video Generator Tools

Bloomberg's Caroline Hyde and Ed Ludlow break down Nvidia's shares on track for a record close, bouncing back after the company successfully calmed concerns about product delays and its long-term growth plans. Plus, Adobe embraces AI as the company unveils new AI video generator tools, and SpaceX celebrates a major milestone with its Starship rocket successfully catching its booster mid-air. See omnystudio.com/listener for privacy information....

Oct 14, 202442 min

Bloomberg's Defense and Space Tech Special

Bloomberg Technology is on the road for a deep dive into the space and defense tech industry. Executives from Rocket Lab, Varda Space, Northwood and Anduril sit down with Ed Ludlow and Caroline Hyde at Rocket Lab's manufacturing facilities in Southern California. See omnystudio.com/listener for privacy information.

Oct 11, 202443 min

Bloomberg Screentime Special

Bloomberg's Caroline Hyde and Ed Ludlow are live in LA for Bloomberg Screentime 2024, speaking with celebrities, entrepreneurs and moguls across the media landscape. Runway CEO Cristobal Valenzuela discusses using AI in actual Hollywood filmmaking as they team up with Lionsgate; Tubi CEO Anjali Sud talks about the rise of free content streaming; and Blizzard co-founder Mike Morhaime announces his new game studio Dreamhaven's very first game. See omnystudio.com/listener for privacy information....

Oct 10, 202443 min

DOJ Weighs Breaking Up Google

Bloomberg's Caroline Hyde and Ed Ludlow discuss the latest antitrust pressures on Google as the DOJ considers a breakup of the internet search giant. Plus, New Jersey Attorney General Matt Platkin joins to discuss the harms of TikTok as his state and others seek to sue the social media platform; and a new startup aims to source renewable energy in space. See omnystudio.com/listener for privacy information.

Oct 09, 202442 min

Roblox Slumps on Alleged Inflated Metrics, States Sue TikTok

Bloomberg's Caroline Hyde and Ed Ludlow discuss the state of Roblox as short seller Hindenburg Research bets against the company over alleged inflated metrics. Plus, multiple US states sue TikTok for allegedly deceiving users about its safety for children, and Meta adds new AI video features for advertisers. See omnystudio.com/listener for privacy information.

Oct 08, 202441 min

China's Chip Sector Rally and Amazon's RTO

Bloomberg's Caroline Hyde and Ed Ludlow break down China's chip sector seeing a $13 billion rally. Plus, Amazon's leaders push for a return to offices to protect the tech giant's culture, and American Water Works becomes the latest US infrastructure hack target as officials warn of threats from Iran and China. See omnystudio.com/listener for privacy information.

Oct 07, 202443 min

Ubisoft Jumps on Buyout Reports, EU Tariffs on Chinese EVs

Bloomberg's Caroline Hyde and Ed Ludlow break down Ubisoft's stock jump following buyout reports as Tencent and its founders eye taking it private. Plus, the EU votes to impose tariffs of up to 45% on Chinese-made electric vehicles, and Meta unveils its own AI video generator. See omnystudio.com/listener for privacy information.

Oct 04, 202443 min

OpenAI's Historic Funding Round, AI Dominates VC Deals

Bloomberg's Caroline Hyde and Ed Ludlow break down OpenAI's historic funding round and its new loan agreement securing $10B in total liquidity. Plus, PitchBook data shows AI is dominating VC deals in the third quarter, and Nvidia insiders cash in on the AI hype by selling $1.8 billion of shares this year alone. See omnystudio.com/listener for privacy information.

Oct 03, 202443 min

Tesla Deliveries Increase and Apple Readies Low-End iPhone

Bloomberg's Caroline Hyde and Ed Ludlow break down why investors are disappointed even as Tesla posted its first increase in quarterly sales this year. Plus, Apple prepares to announce a new low-end iPhone, and the CEO of Pinterest joins off of the company's advertising event. See omnystudio.com/listener for privacy information.

Oct 02, 202442 min

Escalation Between Iran and Israel, Tech Leads Selloff

Bloomberg's Caroline Hyde looks at tech leading a market selloff following the news that the US has indications Iran is preparing to imminently launch a ballistic missile attack against Israel. Plus, DirecTV CEO Bill Morrow weighs in on the DirecTV and Dish merger, and OpenAI kicks off its developers day. See omnystudio.com/listener for privacy information.

Oct 01, 202443 min

DirecTV and Dish To Merge, Beijing Wants to Ditch Nvidia Chips

Bloomberg's Caroline Hyde breaks down how the DirecTV and Dish merger could pave the way for the biggest Pay-TV provider in the US. Plus, Beijing steps up pressure on domestic companies to ditch Nvidia chips, and California Governor Gavin Newsom blocks a proposed AI safety bill. See omnystudio.com/listener for privacy information.

Sep 30, 202434 min

Security, Bookmarked: Manufacturing (Sponsored Content)

A chemical manufacturing company grinds to a halt when a cyberattack locks up their entire assembly line. Kurtis Minder, a renowned ransomware negotiator, answers their call for help and explains why manufacturing companies are uniquely vulnerable to these kinds of disruptive attacks. Then David Adrian from Chrome chats with Kate about how a web-focused strategy can help manufacturers transform what are commonly thought of as massive vulnerabilities into secured points of access and visibility. ...

Sep 28, 202420 min

Intel Rebuffs Arm, China Tech Stocks Soar

Bloomberg's Caroline Hyde and Ed Ludlow break down Arm's interest in Intel's product division, only to have Intel turn down Arm's advances, and China stocks in the US are set for their best week since 2022. Plus, "money is green" when it comes to database and nuclear build out according to US Energy Secretary Granholm, who supports the US AI efforts to expand even with foreign investment. See omnystudio.com/listener for privacy information....

Sep 27, 202442 min

OpenAI's Restructuring, Micron Shares Surging

Bloomberg's Ed Ludlow looks at OpenAI mulling a restructuring and discussing giving Sam Altman a 7% equity stake in the company. Plus, Micron shares see their biggest one-day gain since 2011 on the back of earnings, a look at Meta's augmented reality strategy, and NYC Mayor Adams gets indicted. See omnystudio.com/listener for privacy information.

Sep 26, 202451 min

SAP and Carahsoft Get Probed, OpenAI Pitches the White House

Bloomberg's Caroline Hyde and Ed Ludlow break down the US' investigation of SAP and IT solutions provider Carahsoft for potential price fixing. Plus, OpenAI makes a pitch to the White House while France gets ready for its own AI summit, and Wiz mulls a share sale. See omnystudio.com/listener for privacy information.

Sep 25, 202441 min

China Tech Stocks Surge, US Chips Get Boost

Bloomberg's Caroline Hyde and Ed Ludlow break down why China tech stocks are on a tear after Beijing's push to boost growth. Plus, US chips get a boost too with a bill headed to Biden's desk that cuts red tape, and Citigroup's head of tech deals discusses all things M&A. See omnystudio.com/listener for privacy information.

Sep 24, 202444 min

Apollo's Multibillion Intel Offer, Alex Karp and Wall Street

Bloomberg's Caroline Hyde and Ed Ludlow break down Apollo's multibillion-dollar investment offer in Intel after Qualcomm's own takeover approach. Plus: more US curbs might mean more trouble for China EVs, and Bloomberg Businessweek has a deep dive into the CEO of Palantir and his love-hate relationship with Wall Street as the company enters the S&P500. See omnystudio.com/listener for privacy information.

Sep 23, 202443 min

Apple's iPhone Hits Stores and Microsoft's AI Power Needs

Bloomberg's Caroline Hyde and Ed Ludlow break down Apple's iPhone 16 sales as the product hits stores today - without the crucial AI features. Plus, Microsoft's AI power needs prompt the revival of a dormant reactor, and we hear from Salesforce CEO Marc Benioff and from the company's head of ventures. See omnystudio.com/listener for privacy information.

Sep 20, 202443 min

Stocks Hit Highs and Apple's EU Warning

Bloomberg's Caroline Hyde and Ed Ludlow drill down on tech outperforming as stocks jump on the jumbo Fed rate cut. Plus, Apple gets a warning from the EU to open up its iPhone Operating System, and Elon Musk's X is back on in Brazil after the platform bypassed a ban through a software update. See omnystudio.com/listener for privacy information.

Sep 19, 202443 min

The Fed Decides, Microsoft and BlackRock Team Up

Bloomberg's Caroline Hyde and Ed Ludlow break down what to expect from the upcoming Fed decision. Plus, Microsoft and BlackRock plan to launch a $30 billion AI investment fund, and EU judges overturn Google's $1.7 billion antitrust fine. See omnystudio.com/listener for privacy information.

Sep 18, 202443 min

Intel's Amazon Deal and Musk's Super PAC

Bloomberg's Caroline Hyde and Ed Ludlow break down Intel's deal with Amazon after postponing expansion plans in Germany, and Elon Musk expands his support for Republicans by donating millions to back the GOP in key congressional races. Plus, Microsoft boosts its dividend and unveils a $60 billion buyback plan, and we hear from co-founder Bill Gates as he tackles a different $3 trillion problem. See omnystudio.com/listener for privacy information....

Sep 17, 202442 min

Apple Sinks, TikTok Starts Courtroom Battle With US

Bloomberg's Caroline Hyde and Ed Ludlow break down why Apple is sinking after warnings of weak demand for the new iPhone 16 Pro model. Plus, the European Union's most influential tech enforcer resigns, and TikTok's courtroom battle with the US government begins. See omnystudio.com/listener for privacy information.

Sep 16, 202441 min

Tech Charges Higher and Adobe Misses the Mark

Bloomberg's Caroline Hyde digs into the AI drivers of a tech rally putting the Nasdaq on track for its best week of the year. Plus, Adobe misses the mark as a muted forecast on AI growth overshadows better-than-expected 3Q results, and Uber powers ahead as it expands its partnership with Waymo, bringing autonomous ride-hailing to Austin and Atlanta. See omnystudio.com/listener for privacy information.

Sep 13, 202442 min

OpenAI's Mega Valuation and SpaceX's First Commercial Spacewalk

Bloomberg's Caroline Hyde and Ed Ludlow take a look at OpenAI getting closer to a new AI model that "reasons," and the company's new mega valuation of $150 billion. Plus, Intel reaches a pivotal moment with a decade of dominance at risk, and SpaceX's Polaris Dawn successfully completes the first commercial space walk. See omnystudio.com/listener for privacy information.

Sep 12, 202442 min

Harris and Trump Debate on Chips, Crypto Declines

Bloomberg's Caroline Hyde and Ed Ludlow break down Kamala Harris and Donald Trump's first presidential debate and squaring off on chips. Plus, the crypto sector declines as betting markets reveal new momentum for the Vice President, and Amazon bets big on Britain with a $10.5 billion UK investment plan. See omnystudio.com/listener for privacy information.

Sep 11, 202441 min

Apple and Google Vs. EU, and Apple's Big Bet on AI

Bloomberg's Caroline Hyde and Ed Ludlow break down Apple and Google losing multi-billion dollar court fights with the European Union. Plus, shares of Oracle hit a fresh record high on strong demand for AI, and Apple bets big on AI with its new line of products centered around Apple Intelligence. See omnystudio.com/listener for privacy information.

Sep 10, 202443 min
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