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Microsoft Wins, Meta Faces Questions, Qualcomm Sees Supply Chain Challenges | Bloomberg Tech

Bloomberg’s Ed Ludlow breaks down big tech’s earnings, with Microsoft soaring on cloud growth as its AI gets traction, while Meta plummets as Zuckerberg’s AI pitch falls flat on high spending. Plus, Qualcomm CEO Cristiano Amon joins after the company warns of component shortages and rising costs. And, all eyes are on Apple as Tim…

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Bloomberg’s Ed Ludlow breaks down big tech’s earnings, with Microsoft soaring on cloud growth as its AI gets traction, while Meta plummets as Zuckerberg’s AI pitch falls flat on high spending. Plus, Qualcomm CEO Cristiano Amon joins after the company warns of component shortages and rising costs. And, all eyes are on Apple as Tim Cook gives his last earnings report as CEO.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:30 – Gabriela Borges, Goldman Sachs Senior Software Equity Research Analyst
00:08:44 – Bloomberg’s Riley Griffin on Meta’s Disappointing Quarterly Forecast
00:09:43 – Shweta Khajuria, Wolfe Research Managing Director, Global Internet
00:16:10 – Timm Schluze-Melander, Rothschild & Redburn Head of Technology Hardware and Semiconductor Research
00:20:40 – Talking Tech with Yahaira Anand
00:23:45 – Bloomberg’s Ryan Vlastelica Discusses Tech Stocks
00:27:20 – Karan Kunjur, K2 Space CEO
00:32:56 – Cristiano Amon, Qualcomm CEO
00:43:13 – Bloomberg’s Mark Gurman Talks Apple and Tim Cook’s Swan Song
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2 Comments

2 Comments

  1. @pius-shaunwarlimont5119

    July 30, 2026 at 4:18 pm

    Most people are struggling with keeping up based on subscription, therefore extending the service span to be regionally beneficial on a reasonable basis plan.

  2. @amenbrother8818

    July 30, 2026 at 4:57 pm

    K2 seems like the perfect play for the Trump boys, have they already got a piece of that $500 B Golden Dome boondoggle?

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Bloomberg Technology

OpenAI Will Keep Driving Down Prices, Sam Altman Says

OpenAI CEO Sam Altman says the company wants to keep driving down the price of artificial intelligence. He talks about the launch of their new AI agent called Dots with Bloomberg’s Ed Ludlow. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow…

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OpenAI CEO Sam Altman says the company wants to keep driving down the price of artificial intelligence. He talks about the launch of their new AI agent called Dots with Bloomberg’s Ed Ludlow.
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Bloomberg Technology

OpenAI Holds Back Astra Model Over Safety Concerns

OpenAI is holding back a version of its advanced Astra model while it develops stronger safeguards, offering one of the clearest examples yet of what the company’s call for “pacing” AI development means in practice. Bloomberg’s Natasha Mascarenhas discusses concerns that the model wasn’t reliably staying within its authorized scope, and recent incidents involving OpenAI…

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OpenAI is holding back a version of its advanced Astra model while it develops stronger safeguards, offering one of the clearest examples yet of what the company’s call for “pacing” AI development means in practice. Bloomberg’s Natasha Mascarenhas discusses concerns that the model wasn’t reliably staying within its authorized scope, and recent incidents involving OpenAI models accessing outside systems. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Can AI Make the Federal Government More Efficient?

Council on Foreign Relations senior fellow Sebastian Mallaby discusses the Trump administration’s push to use AI to make the federal government more accessible and efficient, while navigating a growing divide over how quickly the technology should advance. He also examines the evolving relationship between President Trump and Anthropic CEO Dario Amodei, whose warnings about AI…

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Council on Foreign Relations senior fellow Sebastian Mallaby discusses the Trump administration’s push to use AI to make the federal government more accessible and efficient, while navigating a growing divide over how quickly the technology should advance. He also examines the evolving relationship between President Trump and Anthropic CEO Dario Amodei, whose warnings about AI risk contrast with the administration’s focus on accelerating US development and maintaining its lead over China. He joins Ed Ludlow on “Bloomberg Tech.”
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