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AI Payoff in Focus During Tech Earnings Bonanza | Bloomberg Tech 4/30/2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as Alphabet and Amazon see a clear payoff from their AI spending, while Meta lags behind. Plus, Anthropic has begun weighing a fresh funding round that would value the AI developer at more than $900 billion. And, Stripe President John Collison discusses the company’s new AI…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as Alphabet and Amazon see a clear payoff from their AI spending, while Meta lags behind. Plus, Anthropic has begun weighing a fresh funding round that would value the AI developer at more than $900 billion. And, Stripe President John Collison discusses the company’s new AI tools and partnership with Google.
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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9 Comments

9 Comments

  1. @plpk

    April 30, 2026 at 7:24 pm

    7:59 Meta is a joke. Horizon Worlds. Glasses. Facebook phone. Now they got Snoop Dogg talking about Dungeons & Dragons like anybody gives a damn. Get out while you can.

  2. @betopatricio3942

    May 1, 2026 at 7:31 am

    QCOM, probably SpaceX/Tesla

  3. @Kirstel

    May 1, 2026 at 8:13 pm

    Hyperscaler 2026 capex now $650-725B aggregate — Alphabet and Amazon showing the payoff first, Meta lagging on monetization. The bigger story underneath: tech is officially a macroeconomic variable, not a sector. It’s showing up in US industrial production data. Macro desks are just clocking the magnitude.

  4. @AndreyGrigoriev-l6w5t

    May 2, 2026 at 11:08 am

    New Bos Alisa

  5. @AndreyGrigoriev-l6w5t

    May 2, 2026 at 11:10 am

    Опилки ; алмазные, золотые … продаю

  6. @AndreyGrigoriev-l6w5t

    May 2, 2026 at 11:11 am

    3-5мм

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    May 2, 2026 at 11:12 am

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    May 2, 2026 at 11:12 am

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    May 2, 2026 at 11:14 am

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Bloomberg Technology

SpaceX Soars On Third Trading Day, Seals Cursor Takeover | Bloomberg Tech 6/16/2026

Bloomberg’s Ed Ludlow tracks SpaceX’s value eclipsing Amazon’s, this as it lands its $60 billion takeover of Cursor. Plus, Anthropic meets with US officials to resolve a national security dispute with the Trump administration over its most advanced AI models. And, Sequoia Partner Shaun Maguire talks about the AI landscape and why he never wants…

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Bloomberg’s Ed Ludlow tracks SpaceX’s value eclipsing Amazon’s, this as it lands its $60 billion takeover of Cursor. Plus, Anthropic meets with US officials to resolve a national security dispute with the Trump administration over its most advanced AI models. And, Sequoia Partner Shaun Maguire talks about the AI landscape and why he never wants to sell his SpaceX shares.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:24 – Natasha Mascarenhas, Bloomberg News
00:12:52 – Mike Shepard, Bloomberg News – Anthropic security dispute
00:16:19 – Tyler Kendall, Bloomberg News – G7 leaders debate AI regulation
00:18:53 – Ali Ghodsi, Databricks – AI expansion and IPO outlook
00:21:24 – Talking Tech – Kalshi, Robinhood, and Xbox headlines
00:23:17 – Isabelle Lee, Bloomberg Markets – SpaceX rally and ETF frenzy
00:24:59 – Shaun Maguire, Sequoia Capital – AI compute and cloud infrastructure
00:39:47 – Shaun Maguire, Sequoia Capital – SpaceX’s orbital compute vision
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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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

SpaceX Pounces on $60 Billion Cursor Takeover Days After IPO

Sara Araghi, portfolio manager at Franklin Templeton – which backed SpaceX long before its IPO – says SpaceX cementing its $60 billion takeover of Cursor so quickly “makes sense” considering the company’s AI ambitions. She joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest…

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Sara Araghi, portfolio manager at Franklin Templeton – which backed SpaceX long before its IPO – says SpaceX cementing its $60 billion takeover of Cursor so quickly “makes sense” considering the company’s AI ambitions. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

I Will Hold My SpaceX Shares Forever, Says Sequoia’s Maguire

Shaun Maguire, Sequoia Capital Partner and SpaceX investor, joins to discuss SpaceX’s IPO and what it means for venture capital investing, SpaceX’s plans for orbital data centers and his thoughts on upcoming mega-AI IPOs. Sequoia owns just under 1.5% of Elon Musk’s company. He sits down with Ed Ludlow on “Bloomberg Tech.” ——– Like this…

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Shaun Maguire, Sequoia Capital Partner and SpaceX investor, joins to discuss SpaceX’s IPO and what it means for venture capital investing, SpaceX’s plans for orbital data centers and his thoughts on upcoming mega-AI IPOs. Sequoia owns just under 1.5% of Elon Musk’s company. He sits down with 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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