Andrew McAfee, Principal Research Scientist at MIT and author of The Geek Way, explains how the OpenAI saga could impact future development of artificial intelligence. Mary Lou Gardner, Associate Partner for CPG, Retail and Logistics at Infosys Consulting, discusses retail earnings and consumer outlook for the holidays. Dan Morgan, Senior Portfolio Manager at Synovus Trust, breaks down Nvidia earnings. Blink CEO Brendan Jones discusses the global EV charging market.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. 

Andrew McAfee, Principal Research Scientist at MIT and author of The Geek Way, explains how the OpenAI saga could impact future development of artificial intelligence. Mary Lou Gardner, Associate Partner for CPG, Retail and Logistics at Infosys Consulting, discusses retail earnings and consumer outlook for the holidays. Dan Morgan, Senior Portfolio Manager at Synovus Trust, breaks down Nvidia earnings. Blink CEO Brendan Jones discusses the global EV charging market. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

Carol Massar and Tim Stenovec bring you reporting from the magazine that helps global leaders stay ahead, plus insight on the people, companies and trends shaping today's complex economy.  Watch us LIVE on YouTube: http://bit.ly/3vTiACF.

Carol Massar and Tim Stenovec bring you reporting from the magazine that helps global leaders stay ahead, plus insight on the people, companies and trends shaping today's complex economy.&nbsp; Watch us LIVE on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.

Carol Massar and Tim Stenovec bring together the latest news from the world of business and finance and the interesting stories of global technology, politics, economics and more by harnessing the power of Bloomberg Businessweek reporters and editors.

Bloomberg Businessweek

OpenAI Drama Casts a Shadow on Tech Industry

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/49e10c8e-5d54-4b1f-850d-b0c1016a3749/transcript

The Trump administration has pushed a sweeping policy agenda intended to hinder immigration. This has included a move in September to increase the fees on H-1B visa applications to $100,000 apiece, a staggering tenfold hike, along with other changes that have made the program less desirable to employers. Foreign-born residents are facing increasing hostility from Washington, regardless of their legal status. For many, the long-term viability of a career in Silicon Valley seems less certain than ever. 

India is trying to attract skilled professionals to return home with policies like Bharat-Talent and Bharat-Return, and some foreign-born tech workers are already pivoting to the world's most populous country, where the tech industry is maturing and offering new opportunities. Saritha Rai details these developments in a Bloomberg Businessweek magazine, and speaks with Carol Massar and Tim Stenovec on Bloomberg Businessweek Daily.

The Trump administration has pushed a sweeping policy agenda intended to hinder immigration. This has included a move in September to increase the fees on H-1B visa applications to $100,000 apiece, a staggering tenfold hike, along with other changes that have made the program less desirable to employers. Foreign-born residents are facing increasing hostility from Washington, regardless of their legal status. For many, the long-term viability of a career in Silicon Valley seems less certain than ever. 
India is trying to attract skilled professionals to return home with policies like Bharat-Talent and Bharat-Return, and some foreign-born tech workers are already pivoting to the world's most populous country, where the tech industry is maturing and offering new opportunities. Saritha Rai details these developments in a Bloomberg Businessweek magazine, and speaks with Carol Massar and Tim Stenovec on Bloomberg Businessweek Daily.

Trump’s H-1B Chaos Is Fueling an AI Boom in Indian Tech Industry

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a2359bb1-c0e8-40f1-bcac-b3e10175c762/transcript

The people, companies and trends shaping the global economy.


Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.


Apple Inc.’s revenue in the holiday quarter trounced Wall Street estimates, driven by strong demand for the new iPhone 17, growth in services and a rebound in China.


Revenue jumped 16% to $143.8 billion in the period that ended Dec. 27, setting a record, the company said in a statement Thursday. Analysts had estimated $138.4 billion on average, according to data compiled by Bloomberg. Apple’s own projections were for an increase 10% to 12%.


“IPhone had its best-ever quarter driven by unprecedented demand, with all-time records across every geographic segment,” Chief Executive Officer Tim Cook said in the statement.


The results reflect the success of Apple’s latest iPhone, a product line that accounts for roughly half its revenue. Higher-end versions of the device have been especially popular, helping further fuel sales and profit for the company.


Apple’s renewed growth should help ease concerns about its artificial intelligence push, which is getting an overhaul this year after recent stumbles. The performance also suggests that the company is coping with tariffs, which Apple previously said would create a $1.4 billion headwind in the quarter.


Today's show features:
Bloomberg News Managing Editor for Global Consumer Tech Mark Gurman on Apple’s last financial numbers
Bloomberg Tech Co-Host Ed Ludlow dissects Apple’s earnings report
Tom Narayan, Lead Equity Analyst, Global Autos at RBC Capital Markets, on Tesla earnings and the broader car market
Lauren Goodwin, Economist and Chief Market Strategist at New York Life Investments on geopolitical risks in markets and the weakening US dollar

The people, companies and trends shaping the global economy.
 Watch Carol and Tim LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.
 Apple Inc.&rsquo;s revenue in the holiday quarter trounced Wall Street estimates, driven by strong demand for the new iPhone 17, growth in services and a rebound in China.
 Revenue jumped 16% to $143.8 billion in the period that ended Dec. 27, setting a record, the company said in a statement Thursday. Analysts had estimated $138.4 billion on average, according to data compiled by Bloomberg. Apple&rsquo;s own projections were for an increase 10% to 12%.
 &ldquo;IPhone had its best-ever quarter driven by unprecedented demand, with all-time records across every geographic segment,&rdquo; Chief Executive Officer Tim Cook said in the statement.
 The results reflect the success of Apple&rsquo;s latest iPhone, a product line that accounts for roughly half its revenue. Higher-end versions of the device have been especially popular, helping further fuel sales and profit for the company.
 Apple&rsquo;s renewed growth should help ease concerns about its artificial intelligence push, which is getting an overhaul this year after recent stumbles. The performance also suggests that the company is coping with tariffs, which Apple previously said would create a $1.4 billion headwind in the quarter.
 Today's show features:
<ul>
<li>Bloomberg News Managing Editor for Global Consumer Tech Mark Gurman on Apple&rsquo;s last financial numbers</li>
<li>Bloomberg Tech Co-Host Ed Ludlow dissects Apple&rsquo;s earnings report</li>
<li>Tom Narayan, Lead Equity Analyst, Global Autos at RBC Capital Markets, on Tesla earnings and the broader car market</li>
<li>Lauren Goodwin, Economist and Chief Market Strategist at New York Life Investments on geopolitical risks in markets and the weakening US dollar</li>
</ul>

Apple Sales Crush Estimates in Record Quarter for the iPhone

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1db2dc6d-b2a8-4eba-8b00-b3e10179dee6/transcript

SpaceX has lined up four banks to lead its initial public offering, according to people familiar with the matter, as Elon Musk’s rocket and satellite firm moves forward with plans for the biggest-ever listing. The company sees Bank of America Corp., Goldman Sachs Group Inc., JPMorgan Chase & Co. and Morgan Stanley in senior roles, the people said, asking not to be identified as the information isn’t public.
Kelly Rodriques is the CEO of Forge Global, a leading provider of marketplace infrastructure, data services, technology and investment solutions for the private market. The firm was recently acquired by Schwab in a deal expected to close this year. Kelly breaks down Forge’s latest data highlighting 2025 private market performance and expectations for the IPO market in 2026, including a protentional mega-offering for SpaceX. He speaks with Carol Massar and Tim Stenovec on Bloomberg Businessweek Daily.

SpaceX has lined up four banks to lead its initial public offering, according to people familiar with the matter, as Elon Musk&rsquo;s rocket and satellite firm moves forward with plans for the biggest-ever listing. The company sees Bank of America Corp., Goldman Sachs Group Inc., JPMorgan Chase &amp; Co. and Morgan Stanley in senior roles, the people said, asking not to be identified as the information isn&rsquo;t public. Kelly Rodriques is the CEO of Forge Global, a leading provider of marketplace infrastructure, data services, technology and investment solutions for the private market. The firm was recently acquired by Schwab in a deal expected to close this year. Kelly breaks down Forge&rsquo;s latest data highlighting 2025 private market performance and expectations for the IPO market in 2026, including a protentional mega-offering for SpaceX. He speaks with Carol Massar and Tim Stenovec on Bloomberg Businessweek Daily.

Forge Global CEO Kelly Rodriques on SpaceX and the IPO Outlook

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4a2c8e47-c606-41dc-8d36-b3e00174b62a/transcript

OpenAI Drama Casts a Shadow on Tech Industry

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