Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as Alphabet and Amazon see a clear payoff from their AI spending, while Meta lags behind. Plus, Anthropic has begun weighing a fresh funding round that would value the AI developer at more than $900 billion. And Stripe President John Collison discusses the company's new AI tools and partnership with Google.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss tech earnings as Alphabet and Amazon see a clear payoff from their AI spending, while Meta lags behind. Plus, Anthropic has begun weighing a fresh funding round that would value the AI developer at more than $900 billion. And Stripe President John Collison discusses the company's new AI tools and partnership with Google.

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Ed Ludlow brings you the only daily news program focused exclusively on technology, innovation and the future of business.

Listen for news and analysis on global technology companies and investors.&nbsp; Ed Ludlow brings you the only daily news program focused exclusively on technology, innovation and the future of business.

Bloomberg Technology is the only daily news program focused exclusively on technology, innovation and the future of business.

Bloomberg Tech

AI Payoff in Focus During Tech Earnings Bonanza

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cb90920a-a21d-4831-a30a-b43c011c9a5c/transcript

Bloomberg's Ed Ludlow discusses the latest announcement made by President Donald Trump, which will see Apple and Intel joining forces to produce chips domestically, sending shares of the chipmaker higher. Plus, Anduril's CEO discusses how the company won a contract with the US Air Force to produce autonomous fighters. And, SpaceX wraps up its first full week of trading, with shares falling for a second day straight.

Bloomberg's Ed Ludlow discusses the latest announcement made by President Donald Trump, which will see Apple and Intel joining forces to produce chips domestically, sending shares of the chipmaker higher. Plus, Anduril's CEO discusses how the company won a contract with the US Air Force to produce autonomous fighters. And, SpaceX wraps up its first full week of trading, with shares falling for a second day straight.

President Trump Announces Apple and Intel Chip Collaboration

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/93f84d05-262a-4d09-9ca8-b46d0165fca5/transcript

Bloomberg’s Ed Ludlow discusses US Commerce Secretary's warning to Anthropic that it needs government permission to grant foreign nationals access to the company's most advanced AI models. Plus, after three days of soaring, SpaceX shares come back down to Earth and drop for the first time on the company's fourth trading day. And, Bloomberg reports Apple's upcoming camera-equipped AirPods will launch in late 2027 as part of a flurry of new releases.

Bloomberg&rsquo;s Ed Ludlow discusses US Commerce Secretary's warning to Anthropic that it needs government permission to grant foreign nationals access to the company's most advanced AI models. Plus, after three days of soaring, SpaceX shares come back down to Earth and drop for the first time on the company's fourth trading day. And, Bloomberg reports Apple's upcoming camera-equipped AirPods will launch in late 2027 as part of a flurry of new releases.

Anthropic Gets a Warning, SpaceX Shares Fall on Fourth Day

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5f4a7480-8f91-4a3e-99c3-b46c013f3b5c/transcript

Bloomberg’s Ed Ludlow tracks SpaceX's value eclipsing Amazon's, this as it lands its $60 billion takeover of Cursor. Plus, Anthropic meets with US officials to resolve a national security dispute with the Trump administration over its most advanced AI models. And, Sequoia Partner Shaun Maguire talks about the AI landscape and why he never wants to sell his SpaceX shares.

Bloomberg&rsquo;s Ed Ludlow tracks SpaceX's value eclipsing Amazon's, this as it lands its $60 billion takeover of Cursor. Plus, Anthropic meets with US officials to resolve a national security dispute with the Trump administration over its most advanced AI models. And, Sequoia Partner Shaun Maguire talks about the AI landscape and why he never wants to sell his SpaceX shares.

SpaceX Soars On Third Trading Day, Seals Cursor Takeover

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8fd19f6d-043f-452c-a89d-b46b0177cff9/transcript

AI Payoff in Focus During Tech Earnings Bonanza

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