Bloomberg’s Caroline Hyde discusses why one of Wall Street’s most bearish Tesla analysts has further reduced estimates for the company’s earnings. Plus, Gil Luria, managing director of D.A. Davidson explains what levers Apple could use to cope with tariffs. And MikMak CEO Rachel Tipograph joins to talk about why advertisers are sticking with TikTok, as the deadline for the company to sell its US assets looms.

Bloomberg&rsquo;s Caroline Hyde discusses why one of Wall Street&rsquo;s most bearish Tesla analysts has further reduced estimates for the company&rsquo;s earnings. Plus, Gil Luria, managing director of D.A. Davidson explains what levers Apple could use to cope with tariffs. And MikMak CEO Rachel Tipograph joins to talk about why advertisers are sticking with TikTok, as the deadline for the company to sell its US assets looms.

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

Tariff Fears Weigh on Tech Plans, Trumps Signals TikTok Deal Close

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c5a4329a-ea71-4aac-a557-b2b501196c15/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia's prediction that it will generate $1 trillion in sales through 2027. Plus, IBM CEO Arvind Krishna talks about the AI and M&A landscape, hot off the company's own GTC announcement. And, the CEO of Gecko Robotics explains how the startup deploys its AI-powered robots to assess the condition and readiness of the US Navy's warships.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss Nvidia's prediction that it will generate $1 trillion in sales through 2027. Plus, IBM CEO Arvind Krishna talks about the AI and M&amp;A landscape, hot off the company's own GTC announcement. And, the CEO of Gecko Robotics explains how the startup deploys its AI-powered robots to assess the condition and readiness of the US Navy's warships.

Nvidia Forecasts $1 Trillion in Revenue Through 2027

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fd1aefc0-cc85-4dbf-b7ee-b4100126341a/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

Tariff Fears Weigh on Tech Plans, Trumps Signals TikTok Deal Close

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