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Bloomberg's Caroline Hyde and Ed Ludlow break down what kinds of headwinds tech stocks are facing as we head into earnings season. Plus, Apple sees a 40% drop in shipments as the PC industry grapples with unsold inventory.

Bloomberg's Caroline Hyde and Ed Ludlow break down what kinds of headwinds tech stocks are facing as we head into earnings season. Plus, Apple sees a 40% drop in shipments as the PC industry grapples with unsold inventory.

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

Tech Stock Headwinds and Apple's Shipment Drop

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fcc9bcd8-5d7f-4cf3-b1d6-afe0011bcd1b/transcript

Bloomberg’s Ed Ludlow discusses the plan laid out by the Trump administration and several states to have tech companies pay for surging energy prices following the rise of AI data centers. Plus, AI coding startup Replit nears a $9 billion valuation in a new funding round. And the Chairman of the Federal Trade Commission, Andrew Ferguson discusses acquihires, consumer protection and AI regulation.

Bloomberg&rsquo;s Ed Ludlow discusses the plan laid out by the Trump administration and several states to have tech companies pay for surging energy prices following the rise of AI data centers. Plus, AI coding startup Replit nears a $9 billion valuation in a new funding round. And the Chairman of the Federal Trade Commission, Andrew Ferguson discusses acquihires, consumer protection and AI regulation.

Trump Wants Big Tech to Pay for Power

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f79d1b6a-663a-43b6-91f4-b3d4012e198b/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC’s strong earnings and forecast, a sign that demand related to AI remains robust. Plus, OpenAI strikes a $10 billion deal with Cerebras for compute, and hunts for hardware partners across data centers and consumer devices. And New York City Mayor Zohran Mamdani sues a delivery tech company, accusing it of breaking local worker-protection laws.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss TSMC&rsquo;s strong earnings and forecast, a sign that demand related to AI remains robust. Plus, OpenAI strikes a $10 billion deal with Cerebras for compute, and hunts for hardware partners across data centers and consumer devices. And New York City Mayor Zohran Mamdani sues a delivery tech company, accusing it of breaking local worker-protection laws.

TSMC Forecast Lifts Peers on Robust AI Demand

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b97d8936-a13c-4510-bcc9-b3d30141739e/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the US Commerce Department’s move making it easier for Nvidia to sell H200 AI chips to China. Plus, fresh off its $1.4 billion founding round, Skild AI CEO Deepak Pathak discusses how the company’s robot “brain” works across form factors. And, Netflix is working to revise its bid for Warner Bros. Discovery, shifting to an all-cash offer.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss the US Commerce Department&rsquo;s move making it easier for Nvidia to sell H200 AI chips to China. Plus, fresh off its $1.4 billion founding round, Skild AI CEO Deepak Pathak discusses how the company&rsquo;s robot &ldquo;brain&rdquo; works across form factors. And, Netflix is working to revise its bid for Warner Bros. Discovery, shifting to an all-cash offer.

US Eases Path for Nvidia to Sell H200s to China

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6c27f90d-16ee-441b-bc3a-b3d201409d48/transcript

Tech Stock Headwinds and Apple's Shipment Drop

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