Bloomberg Tech

Bloomberg
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5 snips
Aug 27, 2025 • 43min

Nvidia Investors Wait for Signals of Growth in Earnings

In this insightful discussion, guests explore the future of NVIDIA and its significant role in the AI landscape. Fiona Sincotta examines NVIDIA's market dominance and its effects on related stocks. Vlad Galibov analyzes competition and AI adoption trends. Jay Gambetta shares details about the IBM-AMD partnership for quantum-centric supercomputing. Carmen Reineke provides data-driven insights on NVIDIA's upcoming earnings and their potential market impact, amid concerns over growth and China.
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9 snips
Aug 26, 2025 • 44min

Trump Threatens Tech Tariffs in Digital Taxes Reprisal

Caroline Hyde interviews Beth Kindig, lead tech analyst at IO Fund, renowned for her insights on the tech market. They dive into AT&T's $23 billion acquisition of EchoStar's spectrum, reflecting resilience amid global volatility. The conversation turns to President Trump's tech tariffs and the digital tax dilemma, impacting global relationships. They highlight the booming AI demand and NVIDIA’s upcoming earnings, while discussing the geopolitical tensions affecting semiconductors. Kindig also tackles the energy challenges in AI development and the broader implications for the tech sector.
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13 snips
Aug 25, 2025 • 43min

Elon Musk Sues Apple, US Takes Intel Stake

Carmen Reineke, a seasoned Bloomberg Equities reporter, dives into the tech landscape’s hot topics. Elon Musk is taking on Apple and OpenAI in court, alleging they’re stifling competition in the AI sector. The U.S. government’s recent investment in Intel raises important questions about market dynamics and national security. Meanwhile, the growing esports scene is highlighted with the launch of the Esports Nations Cup, promising to engage fans worldwide and shape the future of competitive gaming.
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22 snips
Aug 21, 2025 • 44min

Thoma Bravo to Pay $12.3 Billion for Dayforce, Nasdaq Fall Continues

Denny Fish, Portfolio Manager at Janus Henderson Investors, delves into the latest tech trends and investment strategies. He discusses the alarming drop in Nasdaq valuations and shares insights on AI's transformative potential across industries. The acquisition of Dayforce by Thoma Bravo for $12.3 billion is explored, highlighting the evolving investment landscape. Fish also touches on the competition among tech giants like Google and Apple in integrating AI, while addressing the complexities of ROI in AI and SaaS projects.
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Aug 20, 2025 • 42min

Tech Sell Off Continues as Investors Question AI ROI

The tech sector is experiencing a significant sell-off, raising investor concerns about the profitability of AI investments. A new report reveals that many enterprises struggle to see ROI from their AI spending. Analysts discuss Meta's recent restructuring of its AI team amid ongoing turbulence in tech stocks like NVIDIA. The conversation also highlights how advanced technologies are transforming banking, healthcare, and housing, while contrasting long-term versus short-term strategies among major players like Amazon. Venture capital dynamics are shifting as startups navigate this evolving landscape.
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Aug 19, 2025 • 42min

SoftBank Invests in Intel as US Government Eyes 10% Stake

Gil Luria, Head of Tech Research at DA Davidson, dives into SoftBank's strategic $2 billion investment in Intel and the U.S. government's interest in acquiring a 10% stake. He sheds light on the implications for the semiconductor industry, particularly regarding national security under the CHIPS Act. The conversation also touches on the fast-evolving landscape of AI in cybersecurity, emphasizing the need for companies to adapt and innovate in a competitive market while discussing Apple's expansion in India and its impact on domestic production.
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Aug 18, 2025 • 44min

OpenAI Staffers to Sell $6 Billion Worth of Shares

Current and former OpenAI employees are set to sell $6 billion in shares, boosting the company's valuation significantly. Discussions reveal the rising competition in the electric vehicle market, particularly with Ford's electric F-150. There's also concern about the sustainability of AI valuations amid fierce market competition. Meanwhile, Comcast faces subscriber challenges and Intel's potential government investment raises eyebrows. Lastly, the complexities of sourcing materials for EV production highlight the need for a solid domestic supply chain.
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5 snips
Aug 15, 2025 • 42min

Trump Eyes Chips Act Funds for Intel Stake

Brett Taylor, CEO of Sierra AI and Chairman of OpenAI, shares insights on the evolving role of artificial intelligence in software and corporate restructuring. The discussion highlights the Trump administration's interest in using CHIPS Act funds to invest in Intel amidst rising trade tensions with China. Taylor also examines the challenges facing the semiconductor industry and the importance of domestic manufacturing. Additionally, the impact of AI on tech innovations and investor dynamics is explored, showcasing how AI is transforming the landscape.
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4 snips
Aug 14, 2025 • 42min

Apple AI Plan Hinges on Robots, Cisco CEO Talks Tariffs

Chuck Robbins, CEO of Cisco, dives into the increasing demand for AI infrastructure and the impact of tariffs on the tech industry. He shares insights on the company's earnings and strategic outlook, highlighting how AI is shaping business margins and future growth. The discussion also touches on the competitive landscape in AI, where companies like Apple are facing pressure to innovate with robotics and an enhanced Siri. Robbins emphasizes the importance of strategic partnerships as businesses adapt to dynamic market challenges.
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Aug 13, 2025 • 38min

Bessent Says Nvidia, AMD Deals Could Be a “Model”

The discussions center around U.S. export policies influencing semiconductor sales to China, with Nvidia and AMD potentially setting a precedent. Tencent's revenue growth is spotlighted alongside its strategic AI investments, reflecting resilience amid geopolitical tensions. The rising demand for AI technologies is examined, highlighting the divide between training and inference needs. Additionally, the impact of these dynamics on semiconductor stock performance is explored, showcasing the broader implications for the tech landscape.

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