Episode (200)
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Intel Falls as Manufacturing Snags Bedevil Comeback
Jan 23, 2026Bloomberg’s Caroline Hyde and Ed Ludlow discuss Intel’s manufacturing struggles as the company’s shares fall post-earnings. Plus, China's largest tech firms get an initial green light from Beijing to ...
Altman Meets with Mideast Investors as OpenAI Eyes $830 Valuation
Jan 22, 2026Bloomberg’s Caroline Hyde and Ed Ludlow discuss Elon Musk’s comments on AI costs and the future of robots at the World Economic Forum in Davos. Plus, OpenAI CEO Sam Altman is lining up funding from Mi...
Trump Rattles Europe Defense Tech Stocks
Jan 21, 2026Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s call for "immediate negotiations” on Greenland during his speech at the World Economic Forum in Davos, Switzerland. Plus Netflix share...
Netflix’s Amended Offer Puts Pressure on Paramount
Jan 20, 2026Bloomberg’s Caroline Hyde and Ed Ludlow discuss Netflix’s amended, all-cash offer to buy Warner Bros. Discovery's studio and streaming business. Plus, Google DeepMind CEO, Demis Hassabis, says Chinese...
Trump Wants Big Tech to Pay for Power
Jan 16, 2026Bloomberg’s Ed Ludlow discusses the plan laid out by the Trump administration and several states to have tech companies pay for surging energy prices following the rise of AI data centers. Plus, AI co...
TSMC Forecast Lifts Peers on Robust AI Demand
Jan 15, 2026Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC’s strong earnings and forecast, a sign that demand related to AI remains robust. Plus, OpenAI strikes a $10 billion deal with Cerebras for compute,...
US Eases Path for Nvidia to Sell H200s to China
Jan 14, 2026Bloomberg’s Caroline Hyde and Ed Ludlow discuss the US Commerce Department’s move making it easier for Nvidia to sell H200 AI chips to China. Plus, fresh off its $1.4 billion founding round, Skild AI ...
Meta Shifts to AI Devices From Metaverse
Jan 13, 2026Bloomberg’s Caroline Hyde and Ed Ludlow discuss Meta’s plans to double the output of its Ray-Ban AI-glasses as it pivots away from the metaverse. Plus, Microsoft pledges to pay electricity rates that ...
Apple Picks Gemini to Run AI-Powered Siri
Jan 12, 2026Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s decision to use Alphabet’s Gemini to power Siri in a multiyear deal. Plus, Nvidia plans to invest $1 billion over five years in a new lab with E...
Meta to Become the Biggest Nuclear Buyer Among Hyperscalers
Jan 09, 2026Bloomberg’s Ed Ludlow discusses Meta’s latest energy deals for AI data centers that will make it the biggest buyer of nuclear power among its hyperscaler peers. Plus, MiniMax, one of China’s largest g...