Bloomberg's Caroline Hyde and Ed Ludlow break down Apple's second downgrade in a week as analysts caution on slowing iPhone demand. Plus, Mobileye plunges as its full-year revenue forecast falls short of Wall Street estimates, and new data painting a bleak picture for Silicon Valley. 

Bloomberg's Caroline Hyde and Ed Ludlow break down Apple's second downgrade in a week as analysts caution on slowing iPhone demand. Plus, Mobileye plunges as its full-year revenue forecast falls short of Wall Street estimates, and new data painting a bleak picture for Silicon Valley.

Listen for news and analysis on global technology companies and investors. 

Hosts Caroline Hyde and Ed Ludlow bring 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; Hosts Caroline Hyde and Ed Ludlow bring 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

Apple's Second Downgrade, Mobileye Prompts Chip Stock Rout

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Bloomberg’s Ed Ludlow discusses the impact the conflict with Iran is having on AI investments in the Middle East, as Meta pauses part of its major internet-expansion efforts in Africa. Plus, Adobe CEO Shantanu Narayen will resign amid skepticism about the company's ability to thrive in the AI era. And S&P Dow Jones Indices is considering changes to rules governing how companies join its index, which could fast-track SpaceX's entry after its IPO.

Bloomberg&rsquo;s Ed Ludlow discusses the impact the conflict with Iran is having on AI investments in the Middle East, as Meta pauses part of its major internet-expansion efforts in Africa. Plus, Adobe CEO Shantanu Narayen will resign amid skepticism about the company's ability to thrive in the AI era. And S&amp;P Dow Jones Indices is considering changes to rules governing how companies join its index, which could fast-track SpaceX's entry after its IPO.

Meta Cable Expansion Stalled by Iran Conflict

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2775ba3d-2292-4813-a4b8-b40c01174106/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the fall in tech stocks as oil prices spike again, stoking fears the war in Iran will further crimp energy supplies and fuel inflation. Plus, Dell CEO Michael Dell and the US Energy Department Under Secretary for Science discuss their partnership and work to develop supercomputers. And, new details emerge on Apple's entry into the foldable phone category.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss the fall in tech stocks as oil prices spike again, stoking fears the war in Iran will further crimp energy supplies and fuel inflation. Plus, Dell CEO Michael Dell and the US Energy Department Under Secretary for Science discuss their partnership and work to develop supercomputers. And, new details emerge on Apple's entry into the foldable phone category.

Tech Stocks Under Pressure As Iran War Drags On

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2ddbf5a6-a64d-4d56-8fa5-b40b010fb724/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Oracle’s strong third quarter sales and full year outlook as demand for AI computing shows no sign of letting up. Plus, Meta plans to deploy four new generations of its in-house AI chips by the end of 2027 to help power its rapidly expanding AI workloads. And the CEOs of Uber and Zoox discuss their new partnership that will allow Uber customers to get robotaxis from Amazon's Zoox in Las Vegas, starting this summer.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss Oracle&rsquo;s strong third quarter sales and full year outlook as demand for AI computing shows no sign of letting up. Plus, Meta plans to deploy four new generations of its in-house AI chips by the end of 2027 to help power its rapidly expanding AI workloads. And the CEOs of Uber and Zoox discuss their new partnership that will allow Uber customers to get robotaxis from Amazon's Zoox in Las Vegas, starting this summer.

Meta to Deploy Homegrown Chips, Uber to Offer Zoox Rides

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/86fcfa8d-3c3e-47aa-a686-b40a013ca948/transcript

Apple's Second Downgrade, Mobileye Prompts Chip Stock Rout

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