Bloomberg Technology
Investors Reevaluating Tech Companies with Selloff
Upholdings Portfolio Manager Robert Cantwell joins Emily Chang amidst the tech selloff and argues something bigger is going on, and that investors are reevaluating whether big tech companies are indeed tech companies.
Bloomberg Technology
Google Sales Miss Reignites AI Fears, Microsoft Eyes $25B Debt Offering
Bloomberg’s Ed Ludlow breaks down Alphabet’s weak search and ad sales which raised new fears that AI is eating into Google’s core business and caused a record market cap wipeout. Plus, Bloomberg reports Microsoft is looking to tap the bond market for the first time since 2017, seeking at least $25 billion to support spending…
Bloomberg Technology
Driverless Trucks Can Double Profits, Says Aurora CEO
Driverless trucking company Aurora is ramping up production and switching to a ‘driver-as-a-service model’ as it looks to reach profitability and meet demand. Aurora co-founder and CEO Chris Urmson discusses how the company is scaling and what he sees as a friendly regulatory environment amid a national truck-driving shortage. Urmson joins Ed Ludlow on “Bloomberg…
Bloomberg Technology
Microsoft Turns to Bond Market as AI Spending Grows
Microsoft is looking to raise at least $25 billion from its first US investment-grade bond offering in nearly a decade, according to people familiar with the matter. Bloomberg Intelligence’s Robert Schiffman discusses how this reinforces his view that AI spending will keep growing. He joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe…
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Frank Wright
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