Bloomberg’s Caroline Hyde discusses IBM's plans to invest $150 billion over the next five years in the US. Plus, Palo Alto Networks’ CEO joins on the company's latest acquisition. And FPV managing partners, Pegah Ebrahimi and Wesley Chan, talk about finding startups that outlive the AI hype and withstand an economic downturn.

Bloomberg&rsquo;s Caroline Hyde discusses IBM's plans to invest $150 billion over the next five years in the US. Plus, Palo Alto Networks&rsquo; CEO joins on the company's latest acquisition. And FPV managing partners, Pegah Ebrahimi and Wesley Chan, talk about finding startups that outlive the AI hype and withstand an economic downturn.

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

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

IBM Pledges $150B US Investment, Apple Shakes Up AI Unit

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9aabc49d-6d45-4d0a-ba54-b2cd014179cf/transcript

Bloomberg’s Caroline Hyde discusses AI anxiety bubbling during the last full trading week of 2025. Plus, ServiceNow closes in on a deal to buy cybersecurity startup Armis for as much as $7 billion, while Intel eyes AI startup SambaNova Systems. And shares of Italian football club Juventus jump after a bid from stablecoin firm Tether is rejected.

Bloomberg&rsquo;s Caroline Hyde discusses AI anxiety bubbling during the last full trading week of 2025. Plus, ServiceNow closes in on a deal to buy cybersecurity startup Armis for as much as $7 billion, while Intel eyes AI startup SambaNova Systems. And shares of Italian football club Juventus jump after a bid from stablecoin firm Tether is rejected.

Wall Street Bets on If, When AI Bubble Will Pop

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6737274a-7862-47a5-b9a5-b3b4014a7d6c/transcript

Bloomberg’s Ed Ludlow and Caroline Hyde break down Broadcom's plunge after the company's sales outlook failed to meet investors' lofty expectations. Plus, China eyes the largest ever state-backed incentives for its pivotal chip sector, and White House AI Czar David Sacks joins to weigh in on President Trump's executive order aimed at limiting state-level regulation of AI.

Bloomberg&rsquo;s Ed Ludlow and Caroline Hyde break down Broadcom's plunge after the company's sales outlook failed to meet investors' lofty expectations. Plus, China eyes the largest ever state-backed incentives for its pivotal chip sector, and White House AI Czar David Sacks joins to weigh in on President Trump's executive order aimed at limiting state-level regulation of AI.

Broadcom Follows Oracle in Disappointing AI-Focused Investors

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/975045c7-bca1-490b-b10b-b3b1014d9db6/transcript

Oracle falls after reporting a jump in spending on AI data centers and other equipment. Plus, Disney agrees to invest $1 billion in OpenAI and license characters for use on the Sora generative video platform, and the CEO of chip-design software maker Synopsys joins to break down the company's earnings following a significant equity investment from Nvidia earlier this month.

Oracle falls after reporting a jump in spending on AI data centers and other equipment. Plus, Disney agrees to invest $1 billion in OpenAI and license characters for use on the Sora generative video platform, and the CEO of chip-design software maker Synopsys joins to break down the company's earnings following a significant equity investment from Nvidia earlier this month.

Oracle Slides by Most Since January on Mounting AI Spending

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8362d053-01cb-4150-a625-b3b0014752e0/transcript

IBM Pledges $150B US Investment, Apple Shakes Up AI Unit

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