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Microsoft Wins, Meta Faces Questions, Qualcomm Sees Supply Chain Challenges | Bloomberg Tech

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…

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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.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:30 – Gabriela Borges, Goldman Sachs Senior Software Equity Research Analyst
00:08:44 – Bloomberg’s Riley Griffin on Meta’s Disappointing Quarterly Forecast
00:09:43 – Shweta Khajuria, Wolfe Research Managing Director, Global Internet
00:16:10 – Timm Schluze-Melander, Rothschild & Redburn Head of Technology Hardware and Semiconductor Research
00:20:40 – Talking Tech with Yahaira Anand
00:23:45 – Bloomberg’s Ryan Vlastelica Discusses Tech Stocks
00:27:20 – Karan Kunjur, K2 Space CEO
00:32:56 – Cristiano Amon, Qualcomm CEO
00:43:13 – Bloomberg’s Mark Gurman Talks Apple and Tim Cook’s Swan Song
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2 Comments

2 Comments

  1. @pius-shaunwarlimont5119

    July 30, 2026 at 4:18 pm

    Most people are struggling with keeping up based on subscription, therefore extending the service span to be regionally beneficial on a reasonable basis plan.

  2. @amenbrother8818

    July 30, 2026 at 4:57 pm

    K2 seems like the perfect play for the Trump boys, have they already got a piece of that $500 B Golden Dome boondoggle?

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Bloomberg Technology

Alibaba’s AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026

Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba’s profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft’s largest AI customers, and at defense tech startup Castelion’s plans to boost production of its hypersonic missile systems. 00:00:00 –…

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Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba’s profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft’s largest AI customers, and at defense tech startup Castelion’s plans to boost production of its hypersonic missile systems.

00:00:00 – Bloomberg Tech Begins
00:01:49 – Peter Elstrom, Bloomberg News
00:04:44 – Marta Norton, Empower
00:12:39 – Vlad Tenev, Robinhood CEO
00:15:06 – Brody Ford, Bloomberg News
00:19:51 – Rachel Metz, Bloomberg News
00:24:03 – Rebecca Torrence, Bloomberg News
00:26:18 – Andrew Kreitz, Castelion
00:33:24 – Navin Chaddha, Mayfield
00:41:18 – Greg Ryan, Bloomberg News
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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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Bloomberg Technology

Mayfield Bets on AI’s Earliest Founders

Mayfield has invested more than $3 billion in AI companies, much of it before founders have built a product or even formed a company. Managing Partner Navin Chaddha joins Bloomberg to discuss why he sees AI as a “100x opportunity,” why venture returns still depend on finding a handful of exceptional founders, and why Mayfield…

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Mayfield has invested more than $3 billion in AI companies, much of it before founders have built a product or even formed a company. Managing Partner Navin Chaddha joins Bloomberg to discuss why he sees AI as a “100x opportunity,” why venture returns still depend on finding a handful of exceptional founders, and why Mayfield is resisting the industry’s push toward ever-larger funds to stay focused on early-stage investing. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

The Defense Startup Taking a SpaceX Approach to Missiles

Defense startup Castelion has raised $1 billion at a $13 billion valuation as it races to scale production of its Blackbeard hypersonic weapon system and develop new long-range and defensive capabilities. Co-founder and CFO Andrew Kreitz discusses why manufacturing thousands of weapons at low cost is the company’s central challenge, and how his experience at…

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Defense startup Castelion has raised $1 billion at a $13 billion valuation as it races to scale production of its Blackbeard hypersonic weapon system and develop new long-range and defensive capabilities. Co-founder and CFO Andrew Kreitz discusses why manufacturing thousands of weapons at low cost is the company’s central challenge, and how his experience at SpaceX shaped Castelion’s approach. He joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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