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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

  7. @AndreyGrigoriev-l6w5t

    May 2, 2026 at 11:12 am

    10% аванс

  8. @AndreyGrigoriev-l6w5t

    May 2, 2026 at 11:12 am

    #

  9. @AndreyGrigoriev-l6w5t

    May 2, 2026 at 11:14 am

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Bloomberg Technology

China Chips Still Behind US, Nvidia in Performance: Baillie Gifford

Paulina McPadden, investment manager of international concentrated growth strategy at Baillie Gifford, discusses where Nvidia sits in the global chip ecosystem and why US-based AI researchers and companies still have a leg up for the long-term over China, while still seeing a “rich hunting ground” for AI investment outside of the US. She joins Ed…

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Paulina McPadden, investment manager of international concentrated growth strategy at Baillie Gifford, discusses where Nvidia sits in the global chip ecosystem and why US-based AI researchers and companies still have a leg up for the long-term over China, while still seeing a “rich hunting ground” for AI investment outside of the US. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Nvidia Earnings in Focus; SpaceX Eyes Historic IPO | Bloomberg Tech 5/20/2026

Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia’s earnings report, as investors anxiously await for the world’s most valuable company to show whether it can continue delivering the explosive growth fueling the AI boom. Plus, SpaceX inches closer to launch with an imminent IPO filing. And, a deep dive into SoftBank’s bet on…

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Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia’s earnings report, as investors anxiously await for the world’s most valuable company to show whether it can continue delivering the explosive growth fueling the AI boom. Plus, SpaceX inches closer to launch with an imminent IPO filing. And, a deep dive into SoftBank’s bet on OpenAI as insiders grow worried that Masayoshi Son is too tied to the AI giant.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:05 – Carmen Reinicke, Bloomberg News
00:04:14 – Maggie Eastland, Bloomberg News
00:08:32 – Anthony Hughes, Bloomberg News
00:11:38 – Rachel Metz, Bloomberg News
00:16:10 – Jai Malik, AMCA CEO
00:23:39 – Paulina McPadden, Baillie Gifford
00:29:51 – Peter Elstrom, Bloomberg News
00:34:21 – Campbell Brown, Forum AI CEO
00:40:27 – Kunjan Sobhani, Bloomberg Intelligence
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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

Major Chatbots Miss the Mark on News: Forum AI Study

The four major chatbots — OpenAI’s ChatGPT, Google’s Gemini, Anthropic’s Claude and xAI’s Grok — are struggling to fairly and accurately answer questions about elections and geopolitics, according to a new study from Forum AI. Forum AI CEO Campbell Brown believes AI companies will have to be different and stop “grading their own homework” for…

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The four major chatbots — OpenAI’s ChatGPT, Google’s Gemini, Anthropic’s Claude and xAI’s Grok — are struggling to fairly and accurately answer questions about elections and geopolitics, according to a new study from Forum AI. Forum AI CEO Campbell Brown believes AI companies will have to be different and stop “grading their own homework” for things to change. She joins Ed Ludlow on “Bloomberg Tech.”
——–
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