Bloomberg’s Ed Ludlow breaks down expectations for Microsoft and Alphabet, which both report earnings after the bell, with Wall Street looking for proof that their massive AI investments are paying off. Plus, Bloomberg reports that Anthropic has tapped JPMorgan to lead the US retail offering for its potentially record-setting IPO. And, Apple is betting consumers will pay even more for a MacBook Pro with touch screens coming for the first time.
00;00;00;00 – Bloomberg Tech Begins
00:00:48 – Carmen Reinicke on MSFT & GOOGL Reports Today
00:03:00 – Mark Mahaney, Evercore ISI on Microsoft Earnings Today
00:10:00 – Ryan Gould on Anthropic picking JPMorgan for IPO
00:12:30 – Michael Shepard on Anthropic tension with Trump ahead of IPO
00:16:43 – Shawn Matthews, Host Digital Chairman on AI Buildout
00:23:10 – Ryan Vlastelica on Microsoft & Alphabet Earnings
00:25:57 – Peter Elstrom on SK Hynix profits surge seven-fold
00:29:40 – Rebecca Torrence on Physical Intelligence Valuation
00:32:35 – Bing Gordon, Kleiner Perkins Adviser on State of Video Game Industry
00:41:17 – Mark Gurman on Apple Touch-Screen Laptops
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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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@SgTjAxOn
October 28, 2026 at 2:52 pm
Google incorporating AI into its search has RUINED its efficiency. Yes it searches, but none of the results are correct or even relevant.
@BernhardKohli
October 28, 2026 at 3:34 pm
Yeah sure. that’s why ad buyers are paying more 🙄
@RuntimeWire
October 28, 2026 at 4:22 pm
Everyone seems to be asking when all this AI spending turns into earnings. Microsoft and Alphabet results are probably the clearest read we get this week.
@Chris-se3nc
October 28, 2026 at 5:00 pm
Just wait so they can wash 60k employees laid off as “ai cost savings”
@og3477
October 28, 2026 at 4:38 pm
21:11 you know which data center has ZERO debt and hundreds of millions $$ in cash to expand? Ionic Digital. dyor nfa 😊
@andrewgoldsby3598
October 28, 2026 at 5:24 pm
“The tunnels will protect us, general.”
@Beaudiggity
October 28, 2026 at 6:18 pm
How’s that clown saying everybody wants data centres 🤣🤣🤣
@jaym9846
October 28, 2026 at 6:34 pm
The Rug Pull was massive. Burn will last a lifetime.
@abigail.nolan4
October 28, 2026 at 9:21 pm
As a novice, l’ve taken losses while trying to trade on my own. I’m putting in the effort to learn, but my investments aren’t growing yet. I’d really appreciate any advice or guidance.