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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…

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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 as AI cloud growth soars. And, DoorDash makes a $17 billion bet on groceries with plans to buy Instacart.

00:00:00 – Bloomberg Tech Begins
00:01:03 – Ryan Vlastelica on Alphabet Sinks Over AI Concerns
00:03:43 – Ayako Yoshioka, Wealth Enhancement Group on Microsoft & Alphabet
00:11:49 – Ryan Gould on Marvell & Lumentum
00:14:48 – Natalie Lung on DoorDash to Buy InstaCart
00:19:18 – Courtney Subramanian on AI Firms Lobbying Efforts
00:23:17 – Robert Schiffman on Microsoft Bond Sale
00:30:56 – Peter Elstrom on Samsung AI Spending
00:33:35 – Chris Urmson, Aurora CEO & Co-Founder on Driverless Trucks
00:40:45 – Matt Day on Amazon Earnings
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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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6 Comments

6 Comments

  1. @CarlosCViejo

    October 29, 2026 at 1:46 pm

    It’s starting. The bubble is about to pop.

  2. @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

  3. @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

  4. @ChrisJerdonek

    October 29, 2026 at 5:57 pm

    An AI search also costs Google more to run than a traditional non-AI search.

  5. @alicefongchoi8113

    October 29, 2026 at 7:33 pm

    Massive Capex. Yes, looks at cash flow

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Bloomberg Technology

Driverless Trucks Can Double Profits, Says Aurora CEO

Driverless trucking company Aurora is ramping up production and switching to a ‘driver-as-a-service model’ as it looks to reach profitability and meet demand. Aurora co-founder and CEO Chris Urmson discusses how the company is scaling and what he sees as a friendly regulatory environment amid a national truck-driving shortage. Urmson joins Ed Ludlow on “Bloomberg…

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Driverless trucking company Aurora is ramping up production and switching to a ‘driver-as-a-service model’ as it looks to reach profitability and meet demand. Aurora co-founder and CEO Chris Urmson discusses how the company is scaling and what he sees as a friendly regulatory environment amid a national truck-driving shortage. Urmson joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Microsoft Turns to Bond Market as AI Spending Grows

Microsoft is looking to raise at least $25 billion from its first US investment-grade bond offering in nearly a decade, according to people familiar with the matter. Bloomberg Intelligence’s Robert Schiffman discusses how this reinforces his view that AI spending will keep growing. He joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe…

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Microsoft is looking to raise at least $25 billion from its first US investment-grade bond offering in nearly a decade, according to people familiar with the matter. Bloomberg Intelligence’s Robert Schiffman discusses how this reinforces his view that AI spending will keep growing. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

DoorDash to Buy Rival Instacart in $17 Billion Deal

DoorDash Inc. agreed to buy rival Instacart in a deal that values the company at about $17 billion. The transaction is expected to close near the end of next year, the deal is still pending. DoorDash says it will keep Instacart’s brand, tech products and app. Bloomberg’s Natalie Lung reports. ——– Like this video? Subscribe…

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DoorDash Inc. agreed to buy rival Instacart in a deal that values the company at about $17 billion. The transaction is expected to close near the end of next year, the deal is still pending. DoorDash says it will keep Instacart’s brand, tech products and app. Bloomberg’s Natalie Lung reports.
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