Episode (200)
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AI Chipmaker Cerebras Seeks $4.8 Billion in Upsized IPO
May 11, 2026Bloomberg’s Caroline Hyde and Ed Ludlow discuss Cerebras’ increased IPO plans as the AI chipmaker and data center operator boosts its offering plans by one-third to as much as $4.8 billion. Plus, Circ...
CoreWeave Shares Drop After Forecast Sparks Growth Fears
May 08, 2026Bloomberg’s Caroline Hyde sits down with CoreWeave CEO Michael Intrator to discuss the company's earnings as it builds out data center capacity. Plus, a deep dive into April's jobs report and the impa...
Arm Warns of Phone Market Weakness
May 07, 2026Bloomberg’s Caroline Hyde speaks with Arm CEO Rene Haas about sluggishness in the smartphone industry, and growing demand from AI data centers. Plus, Anthropic signs an agreement with Elon Musk's Spac...
AMD Soars on Blockbuster AI-Fueled Forecast
May 06, 2026Bloomberg’s Caroline Hyde discusses AMD’s strong forecast that sent shares climbing. Plus, Disney posts stronger than expected results on the back of earnings thanks to improved profitability at its s...
Apple Weighs Using Intel, Samsung Processors
May 05, 2026Bloomberg’s Caroline Hyde discusses Apple’s exploratory discussions with Intel and Samsung to build their processors for its US devices. Plus, Alphabet, Microsoft, and xAI have agreed to give the US g...
GameStop’s $56 Billion Bid for eBay
May 04, 2026Bloomberg’s Caroline Hyde discusses GameStop's $56 billion offer to buy eBay, a company four-times its size. Plus, AI chipmaker Cerebras is looking to raise as much as $3.5 billion in its upcoming IPO...
Apple Forecasts Sales Growth Amid Memory Shortage
May 01, 2026Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s strong outlook amid the continued memory supply crunch. Plus, Roblox CEO Dave Baszucki discusses the gaming platform’s "aggressive push to enhan...
AI Payoff in Focus During Tech Earnings Bonanza
Apr 30, 2026Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as Alphabet and Amazon see a clear payoff from their AI spending, while Meta lags behind. Plus, Anthropic has begun weighing a fresh fundi...
80 Seconds of Big Tech Earnings To Set Market’s Fate
Apr 29, 2026Bloomberg’s Caroline Hyde and Ed Ludlow discuss expectations for Big Tech earnings as investors prepare for Microsoft, Meta, Google, and Amazon to report earnings after the market closes. Plus, SoFi C...
OpenAI Linked Stocks Fall on Report It Missed Targets
Apr 28, 2026Bloomberg’s Caroline Hyde and Ed Ludlow discuss the fall in stocks linked to OpenAI after a report from the Wall Street Journal said the company failed to meet its own sales and user targets. Plus, a ...