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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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OpenAI Will Keep Driving Down Prices, Sam Altman Says

OpenAI CEO Sam Altman says the company wants to keep driving down the price of artificial intelligence. He talks about the launch of their new AI agent called Dots with Bloomberg’s Ed Ludlow. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow…

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OpenAI CEO Sam Altman says the company wants to keep driving down the price of artificial intelligence. He talks about the launch of their new AI agent called Dots with Bloomberg’s Ed Ludlow.
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Bloomberg Technology

OpenAI Holds Back Astra Model Over Safety Concerns

OpenAI is holding back a version of its advanced Astra model while it develops stronger safeguards, offering one of the clearest examples yet of what the company’s call for “pacing” AI development means in practice. Bloomberg’s Natasha Mascarenhas discusses concerns that the model wasn’t reliably staying within its authorized scope, and recent incidents involving OpenAI…

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OpenAI is holding back a version of its advanced Astra model while it develops stronger safeguards, offering one of the clearest examples yet of what the company’s call for “pacing” AI development means in practice. Bloomberg’s Natasha Mascarenhas discusses concerns that the model wasn’t reliably staying within its authorized scope, and recent incidents involving OpenAI models accessing outside systems. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Can AI Make the Federal Government More Efficient?

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Council on Foreign Relations senior fellow Sebastian Mallaby discusses the Trump administration’s push to use AI to make the federal government more accessible and efficient, while navigating a growing divide over how quickly the technology should advance. He also examines the evolving relationship between President Trump and Anthropic CEO Dario Amodei, whose warnings about AI risk contrast with the administration’s focus on accelerating US development and maintaining its lead over China. He joins Ed Ludlow on “Bloomberg Tech.”
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