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Bloomberg’s Caroline Hyde and Ed Ludlow discuss expectations for big tech earnings as investors prepare for Microsoft, Meta, Google, and Amazon to report earnings after the...
China’s DeepSeek is back with a brand new flagship AI model, a year after its open source model upended Silicon Valley. Tom Mackenzie explains. ——– Like...
Bloomberg’s Ed Ludlow discusses his conversation with Intel CEO Lip Bu Tan following the company’s strong earnings that sent its stock blasting past its dot-com era...
Bloomberg’s Tim Stenovec discusses the roller coaster for tech stocks as the market reacts to the ongoing conflict with Iran. Plus, Tesla posts one of its...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Palantir’s revenue forecast that beat Wall Street expectations, sending its shares up. Plus, Disney Chairman James Gorman discusses the...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss AI capital expenditures after Meta, Microsoft and Tesla all reported raising spend in their earnings. Plus, Apple is set...
Microsoft shares sank after reporting record spending and slowing cloud sales growth, fueling investor concerns about the return on that spending. Goldman Sachs Analyst Gabriela Borges...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s additional $2 billion investment in CoreWeave, to accelerate the buildout of AI factories. Plus, IonQ CEO Niccolo de...
Bloomberg’s Caroline Hyde breaks down what’s behind the commitment by Microsoft and Nvidia to invest up to $15 billion combined in AI startup Anthropic. Plus, Saudi...
Microsoft and Nvidia plan to invest a combined $15 billion into Anthropic. Bloomberg Intelligence’s Mandeep Singh discusses why two of the biggest backers of OpenAI are...
