Episode (200)
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Thoma Bravo to Pay $12.3 Billion for Dayforce, Nasdaq Fall Continues
Aug 21, 2025Bloomberg’s Caroline Hyde discusses concerns about AI valuations amid the Nasdaq 100's worst losing streak in five months. Plus, Thoma Bravo Managing Partner Holden Spaht discusses its planned acquisi...
Tech Sell Off Continues as Investors Question AI ROI
Aug 20, 2025Bloomberg’s Caroline Hyde discusses the tech sell-off as shares fall for a second day. Plus Bank of America’s new Chief Technology and Information Officer talks about the bank’s use of AI as a new rep...
SoftBank Invests in Intel as US Government Eyes 10% Stake
Aug 19, 2025Bloomberg’s Caroline Hyde discusses potential plans by the US government to take a stake of about 10% in Intel as SoftBank buys into the chipmaker. Plus Palo Alto Networks CEO Nikesh Arora, discusses ...
OpenAI Staffers to Sell $6 Billion Worth of Shares
Aug 18, 2025Bloomberg’s Matt Miller discusses plans by current and former OpenAI employees to sell $6 billion worth of shares to an investor group that includes SoftBank. Plus, investors react to US government pl...
Trump Eyes Chips Act Funds for Intel Stake
Aug 15, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that the Trump administration is eyeing CHIPS Act funds in order to take a stake in Intel. Plus, Applied Materials shares plunge due to growing ...
Apple AI Plan Hinges on Robots, Cisco CEO Talks Tariffs
Aug 14, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s AI push, which relies on robots, a lifelike version of Siri, and home security devices. Plus, Cisco CEO Chuck Robbins talks about AI sales and t...
Bessent Says Nvidia, AMD Deals Could Be a “Model”
Aug 13, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss Treasury Secretary Scott Bessent’s comments that the US deal allowing Nvidia and AMD to sell some AI chips to China could be a “model” for others. Plus,...
China Urges Local Firms to Avoid Nvidia H20 Chips
Aug 12, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that China is urging its domestic companies to avoid using Nvidia H20 chips. Plus, Elon Musk accuses Apple of favoring OpenAI above other AI com...
Nvidia, AMD AI Deal, Intel CEO to Meet Trump
Aug 11, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s and AMD’s agreement to pay 15% of their revenues from Chinese artificial intelligence chip sales to the US government. Analysts and investors r...
OpenAI’s COO Lightcap Talks GPT-5 Launch
Aug 08, 2025Bloomberg’s Caroline Hyde speaks with OpenAI COO Brad Lightcap about the company’s latest model, GPT-5, and the battle to retain top talent in the artificial intelligence space. Plus, SoftBank and Met...