Bloomberg’s Ed Ludlow breaks down expectations for Microsoft and Alphabet, which both report earnings after the bell, with Wall Street looking for proof that their massive AI investments are paying off. Plus, Bloomberg reports that Anthropic has tapped JPMorgan to lead the US retail offering for its potentially record-setting IPO. And, Apple is betting consumers will pay even more for a MacBook Pro with touch screens coming for the first time.

Bloomberg&rsquo;s Ed Ludlow breaks down expectations for Microsoft and Alphabet, which both report earnings after the bell, with Wall Street looking for proof that their massive AI investments are paying off. Plus, Bloomberg reports that Anthropic has tapped JPMorgan to lead the US retail offering for its potentially record-setting IPO. And, Apple is betting consumers will pay even more for a MacBook Pro with touch screens coming for the first time.

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

Ed Ludlow brings 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; Ed Ludlow brings 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

Investors Eye AI Payoff with Big Tech Earnings

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Bloomberg’s Ed Ludlow looks at the fall in Intel shares as a bleak outlook exposes the chipmaker's struggle with a deepening PC slump and difficulty meeting CPU demand. Plus, AWS CEO Matt Garman discusses the cloud giant's accelerating growth and massive AI buildout. And, Bitcoin tumbles after hackers siphoned off $6.3 billion from Binance in an attack that rocked the crypto world.

Bloomberg&rsquo;s Ed Ludlow looks at the fall in Intel shares as a bleak outlook exposes the chipmaker's struggle with a deepening PC slump and difficulty meeting CPU demand. Plus, AWS CEO Matt Garman discusses the cloud giant's accelerating growth and massive AI buildout. And, Bitcoin tumbles after hackers siphoned off $6.3 billion from Binance in an attack that rocked the crypto world.

Intel Tumbles on PC Outlook, AWS CEO on AI Spending and Growth

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0931cc16-291a-444e-9447-b4f3011a058d/transcript

Intel plunged in late trading after its revenue forecast missed analysts’ estimates, hurt by sputtering demand for PC processors and supply-chain problems with its lucrative data center components. The shares plunged in extended trading as much as 17%. The stock had gained 5.6% this year through Thursday’s close. 

Meanwhile, Amazon shares dropped after the company reported greater capital spending than anticipated and the slowest growth in the core e-commerce business in three years.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani and Bloomberg Intelligence senior tech analyst Anurag Rana from Schwab IMPACT in Boston.

Intel plunged in late trading after its revenue forecast missed analysts&rsquo; estimates, hurt by sputtering demand for PC processors and supply-chain problems with its lucrative data center components. The shares plunged in extended trading as much as 17%. The stock had gained 5.6% this year through Thursday&rsquo;s close.&nbsp; Meanwhile, Amazon shares dropped after the company reported greater capital spending than anticipated and the slowest growth in the core e-commerce business in three years. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani and Bloomberg Intelligence senior tech analyst Anurag Rana from Schwab IMPACT in Boston.

Earnings Special: Intel Plunges on PC Sales Slump & Amazon Slips 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2231b70d-5dc5-4ccd-804d-b4f2017432ca/transcript

Bloomberg’s Ed Ludlow breaks down Alphabet's weak search and ad sales which raised new fears that AI is eating into Google's core business and caused a record market cap wipeout. Plus, Bloomberg reports Microsoft is looking to tap the bond market for the first time since 2017, seeking at least $25 billion to support spending as AI cloud growth soars. And, DoorDash makes a $17 billion bet on groceries with plans to buy Instacart.

Bloomberg&rsquo;s Ed Ludlow breaks down Alphabet's weak search and ad sales which raised new fears that AI is eating into Google's core business and caused a record market cap wipeout. Plus, Bloomberg reports Microsoft is looking to tap the bond market for the first time since 2017, seeking at least $25 billion to support spending as AI cloud growth soars. And, DoorDash makes a $17 billion bet on groceries with plans to buy Instacart.

Google Sales Miss Reignites AI Fears, Microsoft Eyes $25B Debt Offering

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/53d82149-77f5-4ca9-b738-b4f2012919f6/transcript

Investors Eye AI Payoff with Big Tech Earnings

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