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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...
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...
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....
Bloomberg’s Ed Ludlow breaks down the accelerating chip selloff as pressure spreads from Asia to the US. Plus, Apple releases a new line of smart home...
Bloomberg’s Ed Ludlow breaks down OpenAI’s talks with multiple investors to raise at least $30 billion at a valuation of about $1.4 trillion. Plus, DeepSeek is...
Bloomberg’s Ed Ludlow breaks down Oracle’s latest move to protect itself from mounting costs on a massive New Mexico data center facing regulatory setbacks and local...
Bloomberg’s Ed Ludlow breaks down Alibaba’s new AI chip, an accelerator to compete with Nvidia and underpinning a massive expansion of data center capacity in coming...
Bloomberg’s Ed Ludlow breaks down what to expect from the Trump-Xi summit later this week, with AI’s role anticipated to be a major part of the...
Bloomberg’s Ed Ludlow breaks down Anthropic’s finding that its Claude chatbot is leading 26% of its AI research and development, even as the global debate around...
Bloomberg’s Ed Ludlow breaks down calls from AI for a slower pace at the frontier, arguing safety needs time to catch up with increasingly powerful models....
