Episode (200)
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Donald Trump, Elon Musk Fallout Deepens
Jul 01, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss the clashes between President Donald Trump and Elon Musk. Plus, the Tesla CEO will oversee sales in Europe and the US as investors brace for disappointi...
Trump Says TikTok Buyer Group Found
Jun 30, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s claim that he has found a buyer group for TikTok. Plus, Canada withdraws its digital services tax in a move to restart trade talks wit...
Nvidia Closes In On a $4 Trillion Market Value
Jun 27, 2025Bloomberg’s Ed Ludlow discusses the prospects of Nvidia becoming the first company to reach a $4 trillion market capitalization. Plus, US Commerce Secretary Howard Lutnick says the US and China have r...
Micron HBM Sales Surge, Palantir’s Stock Keeps Climbing
Jun 26, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss Micron’s earnings as its sales surge in its high-bandwidth memory business. Plus, Managing Director of Baird Ted Mortonson discusses opportunities in th...
Defense Tech Sector Reacts to US-Iran Strike
Jun 23, 2025Bloomberg’s Caroline Hyde discusses the US strike on Iranian nuclear sites and the market impact. Plus, defense tech investors look for startups addressing asymmetric threats. And Tesla’s robotaxi ser...
SoftBank’s Son Pitches $1 Trillion US AI Hub
Jun 20, 2025Bloomberg’s Caroline Hyde discusses SoftBank founder Masayoshi Son’s pitch to build a trillion-dollar AI industrial complex with TSMC in Arizona. Plus, the global robotaxi market heats up as Baidu loo...
Meta Tries to Poach OpenAI Staff, David Sacks Weighs In On Genius Act
Jun 18, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact of the stablecoin legislation that passed the Senate with White House AI and Crypto Czar David Sacks. Plus, Klarna CEO Sebastian Siemiatkowsk...
Chip Tax Credits Get Boost in Trump Tax Bill
Jun 17, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss how President Trump’s tax bill could boost investment credit for semiconductors to 30%. Plus, the CEO of Applied Intuition talks about how the startup p...
Trump To Launch Mobile Services, Robots Learn the Physical World
Jun 16, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss the Trump family’s plan for a self-branded mobile phone service. Plus, Meta launches ads on the privacy-focused messaging service WhatsApp. And robotics...
Meta's $14.3B Scale Investment, Apple's New Siri Launch
Jun 13, 2025Bloomberg’s Caroline Hyde breaks down Meta’s plans to take a 49% stake in Scale AI and hire the startup's CEO, Alexandr Wang. Plus, the CEO of stablecoin network Circle discusses how the passing of th...