Episode (200)
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Cisco Shares Nears Dot-Com Highs
Nov 13, 2025Bloomberg’s Caroline Hyde and Ed Ludlow speak with Cisco CEO Chuck Robbins after the company raised its outlook and showed progress capturing more of the global AI spend. Plus, their conversation with...
Anthropic to Spend $50 Billion Building US Data Centers
Nov 12, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss the continued data center boom, as Anthropic pledges to spend $50 billion building data centers in the US, and Meta announces plans for a $1 billion dat...
CoreWeave Tumbles on Data Center Delay
Nov 11, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in Nvidia shares as SoftBank sells its entire stake in the chipmaker to help bankroll its other AI investments. Plus, CoreWeave CEO Micheal Int...
Tech Stocks Rally on Hope US Shutdown Nears End
Nov 10, 2025Bloomberg’s Tim Stenovec discusses the rally in tech stocks as risk-on sentiment rises off of hope the US government shutdown could be coming to an end. Plus, tech and media earnings continue, with Co...
AI Backstop Debate, Musk’s $1 Trillion Pay Package
Nov 07, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impacts of comments made by OpenAI CFO Sarah Friar that suggested the government might backstop AI chip investments. Plus, they dig into Elon Musk’s...
Qualcomm Earnings, Musk $1 Trillion Pay Vote
Nov 06, 2025Bloomberg’s Caroline Hyde and Ed Ludlow speak with Qualcomm CEO Cristiano Amon about the company's earnings and the outlook for AI. Plus they break down earnings from Chime, Lyft, Robinhood and Figma....
New York Tech Sector Prepares for Mayor-Elect Mamdani
Nov 05, 2025Bloomberg’s Ed Ludlow discusses AMD’s earnings as AI valuation concerns from investors continue. Plus, New York City’s tech sector prepares to work with the city’s Mayor-elect Zohran Mamdani. And all ...
Investors Question AI Valuations
Nov 04, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in tech shares as concerns grow about the sustainability of the AI rally. Plus, as earnings season continues, they break down results from Pala...
Amazon, OpenAI Strike $38 Billion Nvidia Chip Deal
Nov 03, 2025Bloomberg’s Caroline Hyde discusses Amazon’s $38 billion deal to supply OpenAI with Nvidia chips, as the AI investment boom continues. Plus, Xiaomi's pivot from smartphones to electric vehicles may ha...
Amazon Shares Soar on Cloud Growth
Oct 31, 2025Bloomberg’s Caroline Hyde discusses investors' reactions to earnings releases from Amazon, Apple, Twilio and others. Plus, Nvidia CEO Jensen Huang still hopes to sell its Blackwell chips to customers ...