app_store_button

google_play_button

DK - Details page - Device banner - 894x1036

Nyd den ubegrænsede adgang til tusindvis af spændende e- og lydbøger - helt gratis

Lyt når som helst, hvor som helst 

Bloomberg

The only daily news program focused exclusively on technology, innovation and the future of business.

Bloomberg Technology

Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as investors react to a huge capital expenditure increase from Google. Plus, Arm CEO Rene Haas explains the chip designer’s outlook and growth in its data center business. And Qualcomm CEO Cristiano Amon talks about the potential impact from component shortages on its revenue for the period.

See omnystudio.com/listener for privacy information.

Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

Bloomberg’s Caroline Hyde and Ed Ludlow discuss AMD’s sales forecast that underwhelmed investors and sent the chipmaker's shares falling. Plus, the selloff continues across tech markets as fears of AI disruption take hold following the release of Anthropic's new automation tool. And, Bloomberg reports Nvidia is nearing a deal to invest $20 billion in OpenAI, with the AI company looking to raise up to $100 billion for a new funding round.

See omnystudio.com/listener for privacy information.

AMD Forecast Fails to Impress Investors

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Palantir’s revenue forecast that beat Wall Street expectations, sending its shares up. Plus, Disney Chairman James Gorman discusses the company’s decision to appoint its parks chief Josh D'Amaro as the next CEO. And Elon Musk confirms plans to combine SpaceX and xAI in a deal valuing the merged entity at $1.25 trillion.

See omnystudio.com/listener for privacy information.

Disney Taps Parks Chief to be CEO, Palantir Gives Strong Sales Outlook

Bloomberg’s Caroline Hyde discusses Disney's earnings lifted by record results in its parks division. Plus, Oracle kicks off a massive bond sale as the software giant looks to raise $45 billion to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity. And sources say Elon Musk is in advanced talks to combine SpaceX with xAI.

See omnystudio.com/listener for privacy information.

Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo

Bloomberg’s Caroline Hyde and Ed Ludlow discuss how President Trump’s selection of Kevin Warsh to be the next chair of the Federal Reserve, is affecting tech markets. Plus, Apple reports record sales but the rising cost of memory worries investors. And SpaceX is said to be considering a merger with Tesla or xAI.

See omnystudio.com/listener for privacy information.

Musk Empire Merger Possibility, Memory Costs Weigh on Apple

Bloomberg’s Caroline Hyde and Ed Ludlow discuss AI capital expenditures after Meta, Microsoft and Tesla all reported raising spend in their earnings. Plus, Apple is set to release results after the bell with investors focused on holiday sales and memory costs. And, Amazon reported hundreds of thousands of pieces of content it believed included child sexual abuse material, which it found in data gathered to improve its AI models.

See omnystudio.com/listener for privacy information.

AI Spending Delivers Mixed Results to Stocks

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s plans to cut nearly 5% of its corporate workforce. Plus, ASML posts record fourth-quarter orders as AI drives demand for its most sophisticated chipmaking equipment. And sources tell Bloomberg that SoftBank is in talks to invest as much as $30 billion more in OpenAI.

See omnystudio.com/listener for privacy information.

Amazon Cutting 16,000 Jobs, ASML Reports Record Bookings

Bloomberg’s Caroline Hyde and Ed Ludlow discuss stocks closing in on record highs driven by tech shares with earnings imminent. Plus, Bridgit Mendler, CEO and co-founder of Northwood, discusses the company’s $100 million Series B to modernize space infrastructure on Earth. And Amazon is shuttering its physical stores, doubling down on deliveries.

See omnystudio.com/listener for privacy information.

Tech Stocks Lead Charge Toward Record

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s additional $2 billion investment in CoreWeave, to accelerate the buildout of AI factories. Plus, IonQ CEO Niccolo de Masi discusses the quantum company’s continued acquisition spree, as it buys chipmaker SkyWater Technology in a cash-and-stock deal worth $1.8 billion. And investors gear up for big tech earnings with Meta, Apple and Tesla all set to report this week.

See omnystudio.com/listener for privacy information.

Nvidia Puts Another $2B Into CoreWeave, Offers New Chips

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Intel’s manufacturing struggles as the company’s shares fall post-earnings. Plus, China's largest tech firms get an initial green light from Beijing to start preparing orders for Nvidia's H200 AI chips. And, TikTok and its Chinese parent ByteDance have closed a long-awaited deal to transfer parts of their US operations to a group of American investors led by Oracle.

See omnystudio.com/listener for privacy information.

Intel Falls as Manufacturing Snags Bedevil Comeback

Bloomberg's Caroline Hyde and Ed Ludlow break down whether or not the tech rally is exhausted. Plus, BNPL company Affirm beats revenue estimates and China's Meituan falls after warning that growth in its core meal delivery business will slow amid economic turbulence.

See omnystudio.com/listener for privacy information.

Fizzling Tech Rally and Affirm's Revenue Beat

Lyt når som helst, hvor som helst

Other podcasts you might like ...