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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@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
@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