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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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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

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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

    #

  9. @AndreyGrigoriev-l6w5t

    May 2, 2026 at 11:14 am

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Bloomberg Technology

Spotify Co-CEO On The “Disco Ball” Rage

Spotify added a temporary disco ball to its logo for its 20th anniversary. Co-CEO Gustav Söderström explains why the internet’s immediate “everyone needs to get fired” rage over the design change is actually comforting. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline…

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Spotify added a temporary disco ball to its logo for its 20th anniversary. Co-CEO Gustav Söderström explains why the internet’s immediate “everyone needs to get fired” rage over the design change is actually comforting.
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SpaceX Files for Nasdaq IPO | Bloomberg Tech 5/21/2026

Bloomberg’s Ed Ludlow breaks down SpaceX pitching a $28.5 trillion opportunity, from AI to Mars, ahead of an all-time blockbuster IPO. Plus, Nvidia fails to reignite the AI trade as CEO Jensen Huang pushes to diversify the chipmaker, saying AI is set to go mainstream. And, another major IPO on the horizon with OpenAI preparing…

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Bloomberg’s Ed Ludlow breaks down SpaceX pitching a $28.5 trillion opportunity, from AI to Mars, ahead of an all-time blockbuster IPO. Plus, Nvidia fails to reignite the AI trade as CEO Jensen Huang pushes to diversify the chipmaker, saying AI is set to go mainstream. And, another major IPO on the horizon with OpenAI preparing for a filing which could come as soon as Friday.

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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

What if Big Tech’s Massive Bet on AI Is a False Start?

Big tech is spending hundreds of billions on AI. Is it money well spent? Merryn Somerset Webb explains why it could be a colossal false start. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:   Get the…

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Big tech is spending hundreds of billions on AI. Is it money well spent?

Merryn Somerset Webb explains why it could be a colossal false start.
——–
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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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