Episode (200)
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Amazon's Big Spending Plans and Bitcoin's Rebound
Feb 06, 2026Bloomberg's Caroline Hyde and Ed Ludlow take a look at shares of Amazon dropping after announcing plans to spend $200 billion this year on data centers, chips, and other equipment. Plus, Bitcoin rebou...
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push
Feb 05, 2026Bloomberg’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 gr...
AMD Forecast Fails to Impress Investors
Feb 04, 2026Bloomberg’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...
Disney Taps Parks Chief to be CEO, Palantir Gives Strong Sales Outlook
Feb 03, 2026Bloomberg’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 decisi...
Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo
Feb 02, 2026Bloomberg’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...
Musk Empire Merger Possibility, Memory Costs Weigh on Apple
Jan 30, 2026Bloomberg’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 ...
AI Spending Delivers Mixed Results to Stocks
Jan 29, 2026Bloomberg’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 be...
Amazon Cutting 16,000 Jobs, ASML Reports Record Bookings
Jan 28, 2026Bloomberg’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...
Tech Stocks Lead Charge Toward Record
Jan 27, 2026Bloomberg’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 co...
Nvidia Puts Another $2B Into CoreWeave, Offers New Chips
Jan 26, 2026Bloomberg’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...