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
Intel Tumbles on PC Outlook, AWS CEO on AI Spending and Growth
Bloomberg’s Ed Ludlow looks at the fall in Intel shares as a bleak outlook exposes the chipmaker’s struggle with a deepening PC slump and difficulty meeting CPU demand. Plus, AWS CEO Matt Garman discusses the cloud giant’s accelerating growth and massive AI buildout. And, Bitcoin tumbles after hackers siphoned off $6.3 billion from Binance in…
Bloomberg Technology
Why Anthropic’s AI Edge Appeals to Long-Term Investors
Anthropic’s technical expertise, innovation and efficient use of compute set it apart in the AI landscape, says Peter Singlehurst, head of the Private Companies Team at Baillie Gifford. Singlehurst discusses why Anthropic’s governance structures – giving its seven founders voting control – are good for long-term investors. He joins Ed Ludlow on “Bloomberg Tech.” ——–…
Bloomberg Technology
Roblox Sees AI Content Surge as Daily Active Users Fall
Roblox CEO David Baszucki says the platform has seen an explosion of AI-fueled content in the last three months. But the online gaming company is seeing some growing pains after rolling out tougher child-safety measures, with daily active users falling 9% last quarter, while bookings dropped 12%. Baszucki joins Ed Ludlow on “Bloomberg Tech.” ——–…
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@CarlosCViejo
October 29, 2026 at 1:46 pm
It’s starting. The bubble is about to pop.
@kwektans
October 29, 2026 at 2:06 pm
Ai is not going to make me buy 2 pizzas instead of 1. It’s not going to make me buy another car. It’s not going to increase salaries so how do they expect people to spend more.
Where will all this new revenues be coming from. Who has all this excess money available to spend more and more
@joefreeman3772
October 30, 2026 at 11:53 am
*Ai is not going to make me buy 2 pizzas instead of 1* – it could make that 1 pizza more profitable by driving costs down, which could drive the price of 2 pizzas to 1, same with cars.
*It’s not going to increase salaries so how do they expect people to spend more* ? – what if the price of everything goes down so much we don’t need an increase ? Many of the things we take for granted were too expensive for common people before the industrial revolution.
*Where will all this new revenues be coming from. Who has all this excess money available to spend more and more ?* – Where did all the increases in revenue come from the industrial revolution that replaced so much human labour. New forms of Occupation !
@kwektans
October 30, 2026 at 5:38 pm
@joefreeman3772😂😂You do realize that cheaper pizza doesn’t mean I buy more pizza. My stomach won’t allow it. That will mean even less revenue for the broker. Commission is a percentage of price so where is the estimated extra revenue coming from.
About the new jobs AI will create. If the salaries from these new jobs are not higher than the current jobs, then most people will still have very little disposable income for the extra spend on Ai.
If Ai is going to be deflationary, then where will all those lofty expected revenues be coming from.
Kinda confusing 😢
@joefreeman3772
October 30, 2026 at 5:52 pm
@kwektansthey said the same about the industrial revolution and most likely said the same about the Agricultural revolution “What will happen to the Hunters and the Gatherers?”
@CaliforniaDrifter
October 29, 2026 at 3:02 pm
Don’t forget some retail investors may be liquidating holdings this week to buy Anthropic IPO shares.
@EvanCallahan-s6w
October 29, 2026 at 6:50 pm
Lmfao retail is so insignificant just stop booster
@ChrisJerdonek
October 29, 2026 at 5:57 pm
An AI search also costs Google more to run than a traditional non-AI search.
@alicefongchoi8113
October 29, 2026 at 7:33 pm
Massive Capex. Yes, looks at cash flow
@angeladitivostecnologicos
October 30, 2026 at 3:33 am
🏆🏆🏆🏆🏆🏆🏆🏆🏆✅✅✅✅✅
@naala
October 30, 2026 at 11:19 am
The market can afford 500 more billionaires, but that investment is pooled into one company’s one day loss. Nothing efficient about it.