Bloomberg's Caroline Hyde and Mike Shepard discuss ASML's record surge as it sees sustained AI demand. And, Microsoft and OpenAI are investigating whether OpenAI code was obtained in an unauthorized way for a group linked to DeepSeek. Plus, a conversation with T-Mobile CEO Mike Sievert after posting a fourth quarter earnings beat and a secret partnership with Apple to implement SpaceX's Starlink service.

Bloomberg's Caroline Hyde and Mike Shepard discuss ASML's record surge as it sees sustained AI demand. And, Microsoft and OpenAI are investigating whether OpenAI code was obtained in an unauthorized way for a group linked to DeepSeek. Plus, a conversation with T-Mobile CEO Mike Sievert after posting a fourth quarter earnings beat and a secret partnership with Apple to implement SpaceX's Starlink service.

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

ASML's Record Surge, Microsoft Investigates DeepSeek Code

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/833a841e-333d-442e-9c68-b27401559305/transcript

Bloomberg’s Caroline Hyde discusses concerns about cyber risks raised by Anthropic’s newest AI model. US Treasury Secretary Scott Bessent and Federal Reserve Chair Powell summoned Wall Street leaders to an urgent meeting to discuss the threat. Plus, CoreWeave CEO Michael Intrator discusses deals with Anthropic and Meta as demand for compute shows no sign of slowing. And, after a record breaking trip around the moon the crew of Artemis II prepares to splash down in the Pacific ocean.

Bloomberg&rsquo;s Caroline Hyde discusses concerns about cyber risks raised by Anthropic&rsquo;s newest AI model. US Treasury Secretary Scott Bessent and Federal Reserve Chair Powell summoned Wall Street leaders to an urgent meeting to discuss the threat. Plus, CoreWeave CEO Michael Intrator discusses deals with Anthropic and Meta as demand for compute shows no sign of slowing. And, after a record breaking trip around the moon the crew of Artemis II prepares to splash down in the Pacific ocean.

Wall Street CEOs Summoned to Discuss Anthropic AI Risks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/121f8e5e-7f7b-4322-abba-b428011b6237/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss CoreWeave’s $21 billion deal to provide compute for Meta. Plus, Meta releases a new AI model that is more competitive with rivals. And, Anthropic closes its secondary share sale that leaves some investors without the stakes they wanted.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss CoreWeave&rsquo;s $21 billion deal to provide compute for Meta. Plus, Meta releases a new AI model that is more competitive with rivals. And, Anthropic closes its secondary share sale that leaves some investors without the stakes they wanted.

CoreWeave, Meta Strike $21 Billion for AI Computing

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5fa4c4d9-a937-4b16-858d-b427011ab897/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rally in tech stocks and fall in energy prices as markets react to a two-week ceasefire deal between the US and Iran. Plus, Anthropic is giving tech firms early access to its new Mythos model to get ahead of possible cyberattacks that could wreak havoc. And, Apple's first foldable phone is still on track to launch in September, despite reports of major manufacturing delays.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss the rally in tech stocks and fall in energy prices as markets react to a two-week ceasefire deal between the US and Iran. Plus, Anthropic is giving tech firms early access to its new Mythos model to get ahead of possible cyberattacks that could wreak havoc. And, Apple's first foldable phone is still on track to launch in September, despite reports of major manufacturing delays.

Tech Stocks Rally on the Back of Ceasefire Deal

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/190b69b7-bdd8-4d06-bff1-b42601119ff1/transcript

ASML's Record Surge, Microsoft Investigates DeepSeek Code

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