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Bloomberg’s Ed Ludlow breaks down Apple’s earnings, which signal strong holiday demand, but show that high memory costs and greater spending on AI will squeeze margins....
Bloomberg’s Ed Ludlow breaks down debt offerings from Oracle, which is kicking off a $20 billion capital raise to finance its AI infrastructure spending, and Alphabet,...
Bloomberg’s Ed Ludlow breaks down SpaceX’s blowout quarterly results and Elon Musk’s suggestion that the company combine with Tesla. Plus, Netflix looks to find its next...
Bloomberg’s Ed Ludlow breaks down why fears about the AI trade are resurfacing after South Korean data center firm Elice plunged 32% in its market debut....
Anthropic is in talks with Nscale for a massive new computing deal that could be worth as much as $45 billion. The deal would be for...
Bloomberg’s Ed Ludlow looks at why Nscale is facing pushback to its $30 billion IPO valuation target, with some investors suggesting $16 to $19 billion instead....
Bloomberg’s Ed Ludlow breaks down Anthropic’s third-quarter revenue numbers as the company gets ready for its IPO. Plus: CoreWeave’s talk of tapping “unlimited” pools of money...
Bloomberg’s Lisa Mateo takes a look at Anthropic as it finalizes an expansion of its revolving credit facility to $15 billion before its anticipated public filing....
Bloomberg’s Ed Ludlow breaks down Nvidia’s $3.5 billion investment in MediaTek, deepening its collaboration with the Taiwanese chipmaker and demonstrating how the AI leader plans to...
Bloomberg’s Ed Ludlow breaks down why SK Hynix’s Korean shares slumped even after reporting a six-fold jump in profit and raised capital spending to a record...
