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SK Hynix Slips Ahead of Big Tech Results | Bloomberg Tech 7/29/2026

Bloomberg’s Ed Ludlow breaks down why SK Hynix’s Korean shares slumped even after reporting a six-fold jump in profit and raised capital spending to a record $31 billion. Plus, SoFi CEO Anthony Noto joins following the company’s earnings topping Wall Street estimates, but showing high expenses; and big tech earnings are on the docket, with…

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Bloomberg’s Ed Ludlow breaks down why SK Hynix’s Korean shares slumped even after reporting a six-fold jump in profit and raised capital spending to a record $31 billion. Plus, SoFi CEO Anthony Noto joins following the company’s earnings topping Wall Street estimates, but showing high expenses; and big tech earnings are on the docket, with Microsoft and Meta coming next.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:33 – SK Hynix Spending Soars
00:03:55 – Kioxia’s Price Target Slashed
00:04:42 – Moonshot AI Surpasses Funding Goal
00:07:49 – OpenAI Models Hacked Modal Before Hugging Face
00:10:03 – Huang: Open-Weight is “Important”
00:10:49 – AI Leaders Call for US To Pace Tech’s Growth
00:14:41 – Talking Tech
00:16:04 – SoFi CEO Anthony Noto
00:23:38 – Tech Earnings Face Market Growing Skeptical of AI
00:26:08 – Logitech Warns About Impact of Incident at Supplier
00:28:34 – WBD-PSKY Deal Collapse Would Cost Ellisons Billions
00:31:33 – Frontier AI Getting Cheaper Helps Startups: McCormick
00:37:27 – Meta Earnings Expectations
00:38:37 – Microsoft Looks To Extent AI Momentum
00:40:29 – Chipmakers Brace for AI Reality Check
——–
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1 Comment

1 Comment

  1. @josefbuckland

    July 29, 2026 at 5:42 pm

    BIG ED always great synopsis.

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Bloomberg Technology

Anthropic’s $65 Billion Surge, OpenAI’s Teen Push | Bloomberg Tech 8/18/2026

Bloomberg’s Ed Ludlow breaks down Anthropic’s annualized revenue topping $65 billion as the AI startup moves closer to a potential IPO. Plus, OpenAI launches ChatGPT for Teens, aimed at giving 13- to 17-year-olds a safer way to use the chatbot for learning. And, after advanced AI models escaped controlled safety tests and accessed real-world systems,…

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Bloomberg’s Ed Ludlow breaks down Anthropic’s annualized revenue topping $65 billion as the AI startup moves closer to a potential IPO. Plus, OpenAI launches ChatGPT for Teens, aimed at giving 13- to 17-year-olds a safer way to use the chatbot for learning. And, after advanced AI models escaped controlled safety tests and accessed real-world systems, we speak with the CEO of the startup hired to stress-test them.

00:00:00 – Bloomberg Tech Begins
00:01:07 – Shirin Ghaffary, Bloomberg News
00:03:39 – Denny Fish, Janus Henderson
00:10:14 – Lauren Jonas, OpenAI
00:16:48 – Madlin Mekelburg, Bloomberg News
00:19:43 – Ryan Vlastelica, Bloomberg News
00:23:51 – Dan Lahav, Irregular CEO
00:34:12 – Dave Munichiello, GV
00:40:43 – Josh Sisco, 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

Silicon Valley Is Still the Center of AI, Says GV

The speed of AI development means investors trying to stay ahead of the curve, need to move faster than ever. For venture firm GV, this means focusing on the application layer, having already made strategic bets on AI infrastructure and chip startups. Dave Munichiello, managing partner at GV, discusses GV’s early investment in Modular and…

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The speed of AI development means investors trying to stay ahead of the curve, need to move faster than ever. For venture firm GV, this means focusing on the application layer, having already made strategic bets on AI infrastructure and chip startups. Dave Munichiello, managing partner at GV, discusses GV’s early investment in Modular and its acquisition by Qualcomm, and why the firm is encouraging investors to spend more time in Silicon Valley. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

AI Stress Tester: Models Have Crossed a ‘Threshold of Competency’

After AI models from OpenAI, Anthropic and others broke out of controlled tests and accessed real-world systems, new questions were raised about how they should be assessed before deployment. Those evaluations were run with Irregular, a startup hired to stress-test advanced AI models. But the sandboxed environment had a critical flaw: a misconfiguration meant the…

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After AI models from OpenAI, Anthropic and others broke out of controlled tests and accessed real-world systems, new questions were raised about how they should be assessed before deployment. Those evaluations were run with Irregular, a startup hired to stress-test advanced AI models. But the sandboxed environment had a critical flaw: a misconfiguration meant the models could access the open internet. Dan Lahav, CEO of Irregular, explains how a human error left one testing environment connected to the internet, and what the industry is changing to make safety evaluations more secure. He joins Ed Ludlow on “Bloomberg Tech.”
——–
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