Ed Ludlow

Ed Ludlow, a Bloomberg Tech co-host and commentator, dives into the recent performance of Apple and Amazon. He highlights Apple’s mixed results, with strong overall revenues but disappointing sales in China. Ludlow discusses the strategic challenges Apple faces in the competitive Chinese market and its reliance on services for growth. On the flip side, he analyzes Amazon's impressive AWS growth, attributing it to renewed investor confidence and discussing its AI ambitions, particularly with the development of custom chips.

Ed Ludlow, a tech reporter based in San Francisco, discusses SoftBank's sale of its Nvidia stake to invest in AI. Geetha Ranganathan reviews Paramount Skydance's mixed earnings and strategic cost-cutting in media. Justin Teresi explains a landmark Visa/Mastercard settlement worth $38 billion and its potential impact on merchants. Matthew Palazola reflects on Warren Buffett's decision to step back from the public eye and what it means for Berkshire Hathaway's future, following their massive cash reserves.

Ross Gerber, President and CEO of Gerber Kawasaki Wealth and Investment Management, shares insights on Tesla's impressive earnings, highlighting a demand rebound in electric vehicles. Co-host Ed Ludlow provides live market analysis, discussing the implications of Tesla's strategy to introduce affordable models while managing potential brand risks. They also tackle Elon Musk's political affiliations and how they may shape the company's reputation and innovation moving forward. The conversation wraps up with a look at investor sentiment and future growth prospects.

Doug Ciocca, CEO of Kavar Capital, discusses market dynamics, highlighting volatility amid high stock values and the implications of Federal Reserve policies. Ed Ludlow analyzes Nvidia's $2 billion investment to boost chip-design efficiency and the tech sector's competitive landscape. Christina Lee addresses rising risks in the private credit market, suggesting caution amid higher leverage. Dana Telsey shares insights on Black Friday performance, noting trends in consumer behavior and the impact of product innovation on retail success.

In this discussion, Ed Ludlow, a technology journalist and co-host of Bloomberg Tech, shares insights from his interview with Nvidia's CEO, Jensen Huang. They dive into Nvidia's impressive earnings that calm AI bubble fears and explore Huang's unique leadership style. The conversation also touches on Nvidia's vast revenue forecast, the implications of circular financing, and the contrasting AI landscapes of China and the U.S. Ed emphasizes Nvidia's crucial role in shaping the future of AI technology and the potential risks if market investments wane.

Bloomberg's Ed Ludlow breaks down Lyft's second quarter earnings after posting its slowest growth since the pandemic. Plus, why Rivian's CEO doesn’t see a need to raise capital before the end of 2025. See omnystudio.com/listener for privacy information.

Sam Altman, CEO of OpenAI and key figure in AI innovation, discusses the potential restructuring of his company and a possible 7% equity stake that could redefine tech ownership. Ed Ludlow, a seasoned tech journalist, also highlights the impressive surge in Micron shares, the first major gain since 2011, amidst AI advancements. The conversation touches on Meta's augmented reality strategy and the political turmoil surrounding NYC's Mayor Adams, who faces indictment for alleged campaign finance violations.

Bloomberg reporter Ed Ludlow discusses Nvidia's stock plunge and Apple's potential EU fines over App Store rules. The podcast also touches on the impact of the CDK cyberattack on car sellers.

Ed Ludlow, a Bloomberg Technology co-host with a keen eye on Tesla, joins Mary Nicola, a strategist dissecting market trends, alongside Selena Ling, an economist focused on Asia, and Minmin Low, a China correspondent. They dive into Tesla's bold vision for its robotaxi service and the challenges it faces. The conversation shifts to U.S. economic indicators, China's fiscal stimulus plans, and its implications for regional markets. Insights into market sentiment and the competitive tech landscape provide a captivating blend of technology and economics.

Ian King, a Bloomberg News US Semiconductor & Networking Reporter, discusses Nvidia's energy-efficient chips, addressing the growing electricity demands of AI computing. Shawn Donnan, a Senior Economics Writer, analyzes the impact of tariffs on US towns facing economic challenges. Ed Ludlow, co-host of Bloomberg Technology, delves into Rivian's supply chain struggles due to a miscalculation in sourcing essential materials. Larry Pitkowski, Managing Partner at Goodhaven Capital Management, shares insights on the current economic landscape and investment opportunities.