Bloomberg’s Caroline Hyde and Ed Ludlow discuss Wall Street’s selloff of stocks that investors think are on the wrong side of the AI revolution. Plus, Twilio...
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...
Tesla plans to spend over $20 billion reshuffling its factory lines to boost production of cars, batteries and robots. Tasha Keeney, director of investment analysis and...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Elon Musk’s comments on AI costs and the future of robots at the World Economic Forum in Davos. Plus,...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s decision to use Alphabet’s Gemini to power Siri in a multiyear deal. Plus, Nvidia plans to invest $1...
Bloomberg’s Caroline Hyde discusses the AI trade as tech investors show optimism at the start of 2026. Plus Tesla’s China factory shipments rise in December but still...
Bloomberg’s Katie Greifeld examines Intel as shares fall after reports emerge that Nvidia may be hitting pause on testing Intel’s chip production process. Plus, the Trump...
Bloomberg’s Caroline Hyde discusses ServiceNow’s plan to buy cybersecurity startup Armis for $7.75 billion, its largest acquisition to date. Plus, Nvidia’s biggest buyer in Southeast Asia,...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impacts of comments made by OpenAI CFO Sarah Friar that suggested the government might backstop AI chip investments....
The milestones in Tesla’s pay package for Elon Musk will be hard to achieve but that is what Musk is good at, says Gene Munster, managing...