Bloomberg's Caroline Hyde and Ed Ludlow break down TSMC's earnings jump as China risks remain for the sector. Plus, Apple makes plans to license more Hollywood films for its streaming push, and Bloomberg Intelligence breaks down the odds of a TikTok ban under a Trump presidency. 

Bloomberg's Caroline Hyde and Ed Ludlow break down TSMC's earnings jump as China risks remain for the sector. Plus, Apple makes plans to license more Hollywood films for its streaming push, and Bloomberg Intelligence breaks down the odds of a TikTok ban under a Trump presidency.

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

China Risks for Chips and Apple's Hollywood Ambitions

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6fae0d63-0e02-4b47-bfd9-b1b10110e51f/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

China Risks for Chips and Apple's Hollywood Ambitions

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