The world’s largest technology companies soared in late trading after stellar results from Microsoft and Google’s parent Alphabet fueled confidence in the market’s most-influential group. 

For instant reaction and analysis, plus a look ahead to what's next, Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with James Cakmak, Technology Analyst at Clockwise Capital. 

The world’s largest technology companies soared in late trading after stellar results from Microsoft and Google’s parent Alphabet fueled confidence in the market’s most-influential group. 
For instant reaction and analysis, plus a look ahead to what's next, Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with James Cakmak, Technology Analyst at Clockwise Capital.

Listen for investment news and in-depth company research. 

Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.

Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.

Alix Steel and Paul Sweeney harness the power of Bloomberg Intelligence to analyze markets, companies and industries.

Bloomberg Intelligence

Instant Reaction: Alphabet, Microsoft Beat Estimates

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/baa22ff7-6ab8-40cd-b5e9-b15d01573f1f/transcript

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Cerebras Systems shares jumping 68% in its trading debut after raising $5.5 billion in the year’s largest IPO. This illustrates investors’ surging appetite for artificial intelligence data centers and the chips running them.

-- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses tech. Figma gave an outlook for revenue in the current period that topped analysts’ estimates, touting early traction from charging users directly for AI features. Apple's partnership with OpenAI has become strained, with OpenAI preparing possible legal action due to the AI startup not seeing the expected benefits from the deal.

-Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses Boeing appearing to have secured an order from China during US President Donald Trump's visit to the country, but details on numbers, aircraft type, and timing are unclear.

- Randall Williams, Bloomberg Business of Sports Reporter, discusses the top business sports stories. Sheldon Adelson’s son-in-law, Patrick Dumont, has big plans for the Dallas Mavericks and the city. Also, a group led by Silver Lake executive Egon Durban is acquiring 25% of the Las Vegas Raiders, according to people familiar with the matter.

Watch Paul and Scarlet LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses&nbsp;Cerebras Systems shares jumping 68% in its trading debut after raising $5.5 billion in the year&rsquo;s largest IPO. This illustrates investors&rsquo; surging appetite for artificial intelligence data centers and the chips running them. -- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses tech. Figma gave an outlook for revenue in the current period that topped analysts&rsquo; estimates, touting early traction from charging users directly for AI features. Apple's partnership with OpenAI has become strained, with OpenAI preparing possible legal action due to the AI startup not seeing the expected benefits from the deal. -Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses Boeing appearing to have secured an order from China during US President Donald Trump's visit to the country, but details on numbers, aircraft type, and timing are unclear. - Randall Williams, Bloomberg Business of Sports Reporter, discusses the top business sports stories. Sheldon Adelson&rsquo;s son-in-law, Patrick Dumont, has big plans for the Dallas Mavericks and the city. Also, a group led by Silver Lake executive Egon Durban is acquiring 25% of the Las Vegas Raiders, according to people familiar with the matter.

AI Chipmaker Cerebras Climbs 68% After Year’s Biggest IPO 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1ee0bb4a-3553-4dcc-966b-b44b01136681/transcript

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith

- Ryan Vlastelica, Bloomberg Equities Reporter, discusses earnings from Cisco Systems.  Cisco Systems  jumped by the most in more than 14 years after the company delivered a better-than-anticipated sales forecast and announced plans to cut thousands of jobs, an attempt to focus on the fast-growing AI market.

- Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses the Trump/Xi summit and how it impacts tech. President Trump has landed in China for the much anticipated summit with Xi where the two are scheduled to meet on Thursday and Friday, arriving at a critical moment for the tech cycle as geopolitics, chip export policy, and surging demand for compute are colliding, making the outcome critical for Nvidia, hyperscalers, and the greater tech ecosystem.

- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses the latest Bloomberg Intelligence travel survey. According to BI: At 65%, personal-safety concerns peaked in BI's US travel survey conducted April 17-28 amid the Middle East conflict, US policies towards visas and other geopolitical tensions. This may be affecting how much people travel internationally, as seen in a decline in respondents from the survey conducted in November.

Watch Paul and Scarlet LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith - Ryan Vlastelica, Bloomberg Equities Reporter, discusses earnings from Cisco Systems. &nbsp;Cisco Systems &nbsp;jumped by the most in more than 14 years after the company delivered a better-than-anticipated sales forecast and announced plans to cut thousands of jobs, an attempt to focus on the fast-growing AI market. - Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses the Trump/Xi summit and how it impacts tech. President Trump has landed in China for the much anticipated summit with Xi where the two are scheduled to meet on Thursday and Friday, arriving at a critical moment for the tech cycle as geopolitics, chip export policy, and surging demand for compute are colliding, making the outcome critical for Nvidia, hyperscalers, and the greater tech ecosystem. - Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses the latest Bloomberg Intelligence travel survey. According to BI: At 65%, personal-safety concerns peaked in BI's US travel survey conducted April 17-28 amid the Middle East conflict, US policies towards visas and other geopolitical tensions. This may be affecting how much people travel internationally, as seen in a decline in respondents from the survey conducted in November.

Cisco Jumps Most Since 2011 on Sales Outlook 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/301ecef4-3b0a-409e-8223-b44a0113adae/transcript

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

*Broadcasting From Eisner Amper West Coast Real Estate Summit in San Francisco, CA*

-  Ed Ludlow, BTech Co-Anchor, discusses Anthropic being is in early talks with investors to raise at least $30 billion in fresh financing at a valuation of more than $900 billion. The round is expected to close as soon as the end of this month, but the deal is not finalized and no term sheet has been signed.

-Tarun Raisoni, CEO at Gruve AI, discusses the impact of AI on real estate. Gruve is an enterprise AI services platform that helps businesses move from AI experimentation to full-scale deployment. Its five-step framework covers strategy, data readiness, model development, security, and governance. By using AI agents to automate tasks like CRM migration and security monitoring, Gruve streamlines operations and integrates directly into client systems to deliver scalable, engineering-driven solutions with software-level efficiency.

-Ned Segal, Chief of Housing and Economic Development for the City and County of San Francisco, discusses leveraging partnerships in SF/real estate. Topics include what has changed for a small business owner trying to open their doors in this city today versus two years ago, office demand, and where SF stands with the current AI cycle. Ned is a passionate San Franciscan. He previously served as CFO at Twitter, SVP of Finance for Intuit’s Small Business Group, and a board member of Tipping Point Community.

Watch Paul and Scarlet LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu *Broadcasting From Eisner Amper West Coast Real Estate Summit in San Francisco, CA* - &nbsp;Ed Ludlow, BTech Co-Anchor, discusses Anthropic being is in early talks with investors to raise at least $30 billion in fresh financing at a valuation of more than $900 billion. The round is expected to close as soon as the end of this month, but the deal is not finalized and no term sheet has been signed. -Tarun Raisoni, CEO at Gruve AI, discusses the impact of AI on real estate. Gruve is an enterprise AI services platform that helps businesses move from AI experimentation to full-scale deployment. Its five-step framework covers strategy, data readiness, model development, security, and governance. By using AI agents to automate tasks like CRM migration and security monitoring, Gruve streamlines operations and integrates directly into client systems to deliver scalable, engineering-driven solutions with software-level efficiency. -Ned Segal, Chief of Housing and Economic Development for the City and County of San Francisco, discusses leveraging partnerships in SF/real estate. Topics include what has changed for a small business owner trying to open their doors in this city today versus two years ago, office demand, and where SF stands with the current AI cycle. Ned is a passionate San Franciscan. He previously served as CFO at Twitter, SVP of Finance for Intuit&rsquo;s Small Business Group, and a board member of Tipping Point Community.

Anthropic in Talks to Raise $30 Billion at $900 Billion Value 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d703bc0d-8968-444b-bd80-b449011110fa/transcript

Instant Reaction: Alphabet, Microsoft Beat Estimates

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