Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in tech shares as concerns grow about the sustainability of the AI rally. Plus, as earnings season continues, they break down results from Palantir, Uber, Spotify and Grab. And the world's largest sovereign wealth fund votes against Tesla's proposed pay package for CEO Elon Musk.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss the drop in tech shares as concerns grow about the sustainability of the AI rally. Plus, as earnings season continues, they break down results from Palantir, Uber, Spotify and Grab. And the world's largest sovereign wealth fund votes against Tesla's proposed pay package for CEO Elon Musk.

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 Question AI Valuations

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/26ac8b9d-fcde-45e7-ba38-b38b01517ee6/transcript

Bloomberg’s Ed Ludlow breaks down Tim Cook's final Apple earnings call as CEO - a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon's shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI's breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity tests.

Bloomberg&rsquo;s Ed Ludlow breaks down Tim Cook's final Apple earnings call as CEO - a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon's shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI's breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity tests.

Amazon Soars, Apple Struggles, AI Faces New Scrutiny

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7b2c5468-dfaa-4896-a7e0-b498011fc5bd/transcript

Bloomberg’s Ed Ludlow breaks down big tech's earnings, with Microsoft soaring on cloud growth as its AI gets traction, while Meta plummets as Zuckerberg's AI pitch falls flat on high spending. Plus, Qualcomm CEO Cristiano Amon joins after the company warns of component shortages and rising costs, and all eyes are on Apple as Tim Cook gives his last earnings report as CEO.

Bloomberg&rsquo;s Ed Ludlow breaks down big tech's earnings, with Microsoft soaring on cloud growth as its AI gets traction, while Meta plummets as Zuckerberg's AI pitch falls flat on high spending. Plus, Qualcomm CEO Cristiano Amon joins after the company warns of component shortages and rising costs, and all eyes are on Apple as Tim Cook gives his last earnings report as CEO.

AI Winners and Losers Emerge

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c1e4d4b0-08eb-4b17-ae51-b497014e935b/transcript

Bloomberg’s Ed Ludlow breaks down why SK Hynix's Korean shares slumped even after reporting a six-fold jump in profit and raised capital spending to a record $31 billion. Plus, SoFi CEO Anthony Noto joins following the company's earnings topping Wall Street estimates, but showing high expenses; and big tech earnings are on the docket, with Microsoft and Meta coming next.

Bloomberg&rsquo;s Ed Ludlow breaks down why SK Hynix's Korean shares slumped even after reporting a six-fold jump in profit and raised capital spending to a record $31 billion. Plus, SoFi CEO Anthony Noto joins following the company's earnings topping Wall Street estimates, but showing high expenses; and big tech earnings are on the docket, with Microsoft and Meta coming next.

Markets Brace for Microsoft and Meta Earnings

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7682e12f-e859-4afb-82cd-b496011c96bf/transcript

Investors Question AI Valuations

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