Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Tesla, Meta and Microsoft. They speak with:
Bloomberg Intelligence Senior Technology Analyst Mandeep Singh
Bloomberg Technology Co-Host Caroline Hyde
James Cakmak, Technology Analyst at Clockwise Capital
Bloomberg Intelligence Senior Technology Analyst Anurag Rana

Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Tesla, Meta and Microsoft. They speak with:
<ul>
<li>Bloomberg Intelligence Senior Technology Analyst Mandeep Singh</li>
<li>Bloomberg Technology Co-Host Caroline Hyde</li>
<li>James Cakmak, Technology Analyst at Clockwise Capital</li>
<li>Bloomberg Intelligence Senior Technology Analyst Anurag Rana</li>
</ul>

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

Bonus Episode: Tesla, Meta and Microsoft Earnings 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3b352021-e092-4625-928d-b274017241c6/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rise in Meta’s shares following reports that the social media giant is planning big layoffs and news that it has expanded a compute deal with neocloud Nebius. Plus, OpenAI is in advanced talks to form a joint venture with private equity firms to boost enterprise adoption of its AI software. And Nvidia kicks off its developers’ conference, GTC, with all eyes on the global outlook for AI.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss the rise in Meta&rsquo;s shares following reports that the social media giant is planning big layoffs and news that it has expanded a compute deal with neocloud Nebius. Plus, OpenAI is in advanced talks to form a joint venture with private equity firms to boost enterprise adoption of its AI software. And Nvidia kicks off its developers&rsquo; conference, GTC, with all eyes on the global outlook for AI.

Meta Expands AI Compute Deal, Nvidia GTC Kicks Off

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2397a14d-bb4c-440c-a636-b40f011a54c2/transcript

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

Bonus Episode: Tesla, Meta and Microsoft Earnings

Bloomberg Tech

In 1 playlist(s)

Bloomberg Tech

Social links

Follow podcast

Recent clips