Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s earnings, as the AI chip leader delivers an upbeat forecast. Plus, Palo Alto Networks CEO Nikesh Arora discusses the company’s earnings and plans to buy Chronosphere for $3.35 billion. And AI pioneer Yann LeCun is leaving Meta to launch his own startup.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss Nvidia&rsquo;s earnings, as the AI chip leader delivers an upbeat forecast. Plus, Palo Alto Networks CEO Nikesh Arora discusses the company&rsquo;s earnings and plans to buy Chronosphere for $3.35 billion. And AI pioneer Yann LeCun is leaving Meta to launch his own startup.

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

Nvidia’s Forecast Lifts AI Trade

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e0fc31ca-d989-4ba9-ad2b-b39b013208c9/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss how President Trump’s selection of Kevin Warsh to be the next chair of the Federal Reserve, is affecting tech markets. Plus, Apple reports record sales but the rising cost of memory worries investors. And SpaceX is said to be considering a merger with Tesla or xAI.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss how President Trump&rsquo;s selection of Kevin Warsh to be the next chair of the Federal Reserve, is affecting tech markets. Plus, Apple reports record sales but the rising cost of memory worries investors. And SpaceX is said to be considering a merger with Tesla or xAI.

Musk Empire Merger Possibility, Memory Costs Weigh on Apple

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/23eb6e8d-6a72-4a04-8e91-b3e20126eb41/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss AI capital expenditures after Meta, Microsoft and Tesla all reported raising spend in their earnings. Plus, Apple is set to release results after the bell with investors focused on holiday sales and memory costs. And, Amazon reported hundreds of thousands of pieces of content it believed included child sexual abuse material, which it found in data gathered to improve its AI models.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss AI capital expenditures after Meta, Microsoft and Tesla all reported raising spend in their earnings. Plus, Apple is set to release results after the bell with investors focused on holiday sales and memory costs. And, Amazon reported hundreds of thousands of pieces of content it believed included child sexual abuse material, which it found in data gathered to improve its AI models.

AI Spending Delivers Mixed Results to Stocks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1f8bef61-1568-470c-b39e-b3e101269053/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s plans to cut nearly 5% of its corporate workforce. Plus, ASML posts record fourth-quarter orders as AI drives demand for its most sophisticated chipmaking equipment. And sources tell Bloomberg that SoftBank is in talks to invest as much as $30 billion more in OpenAI.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss Amazon&rsquo;s plans to cut nearly 5% of its corporate workforce. Plus, ASML posts record fourth-quarter orders as AI drives demand for its most sophisticated chipmaking equipment. And sources tell Bloomberg that SoftBank is in talks to invest as much as $30 billion more in OpenAI.

Amazon Cutting 16,000 Jobs, ASML Reports Record Bookings

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/bcf05900-8946-48f6-9623-b3e0012a8cbc/transcript

Nvidia’s Forecast Lifts AI Trade

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