Bloomberg Tech

In this engaging discussion, guest Amy Seligow, a partner at Albright Stonebridge Group, shares her expertise on President Trump's controversial tariffs and their ripple effects on markets. She delves into the potential impacts on trade relations with Canada and China, amidst rising inflation concerns. The conversation also touches on Elon Musk's evolving role in cryptocurrency, particularly his team's actions regarding DOGE and federal payments. Lastly, Seligow discusses the interplay between AI advancements and tariff negotiations, shedding light on the complex landscape of tech and trade.

Tensions are rising as President Trump threatens tariffs on Canada, Mexico, and China, sending shockwaves through the stock market. Analysts discuss the immediate fallout and concerns from leaders like Justin Trudeau about job losses and cost increases. The automotive industry braces for a staggering $60 billion in additional costs due to these trade measures, leaving consumers facing higher prices. The podcast dives deep into the geopolitical implications and varying viewpoints on this steep escalation in trade disputes.

Josh Wolfe, co-founder of Lux Capital and a keen observer of AI and geopolitics, joins the discussion on the U.S. probe into DeepSeek's acquisition of Nvidia chips. He highlights the implications of this investigation amid rising tensions in U.S.-China relations. The conversation also touches on Apple's optimistic earnings outlook despite challenges in China and the significance of AI investments in maintaining global tech leadership. Wolfe emphasizes the need for collaboration and innovation in the AI sector to navigate these complex dynamics.

Join Angelo Zino, a Senior Equity Analyst at CFRA Research, and Caroline Hyde, co-host at Bloomberg Technology, for an engaging dive into the latest earnings from Apple and Intel. They discuss Intel's leadership shake-up and revenue challenges, along with the intense competition in the AI sector. Switching gears, they analyze Apple's disappointing iPhone sales amid rising service revenues and innovation in other product lines. The conversation highlights the strategic moves needed for these tech giants to thrive in a shifting market landscape.

Mandeep Singh, a Senior Technology Analyst at Bloomberg Intelligence, and James Cakmak from Clockwise Capital dive into the latest earnings from Tesla, Microsoft, and Meta. They explore Microsoft’s cloud revenue struggles amidst fierce competition, and the rising role of AI in their strategy. Meta's mixed financial outlook and the implications of their AI investments are also discussed. The duo reflects on how these tech giants navigate the evolving AI landscape, emphasizing the impact of DeepSeek insights on future market dynamics.

T-Mobile CEO Mike Sievert dives into his company's strong fourth-quarter earnings, revealing exciting details about a secret partnership with Apple aimed at integrating SpaceX's Starlink service. He discusses the evolving telecom landscape, highlighting T-Mobile's growth strategies amid increasing competition. They also touch on ASML's record surge driven by AI demand and examine the controversy surrounding Microsoft’s investigation into DeepSeek’s code—throwing a spotlight on data privacy in the tech world.

Thomas Wolfe, Chief Science Officer at Hugging Face, dives into the impact of DeepSeek's open-source AI model on the tech landscape. He discusses the revolution of accessible AI tools and their implications for businesses. The conversation touches on the challenges and opportunities for companies in navigating AI technologies, including the competitive dynamics between open and closed-source models. Additionally, they explore how generative AI is shaping market trends, emphasizing the need for reliability and data security in AI integrations.

Tony Wong, a portfolio manager at T. Rowe Price and a key NVIDIA shareholder, delves into the impact of China's AI startup DeepSeek on the tech market. He discusses how DeepSeek's innovations could revolutionize AI costs and challenge major players like NVIDIA. The conversation highlights the geopolitical tensions affecting tech investments and the significance of responsible AI usage. Wong also analyzes the need for the U.S. to boost chip manufacturing and navigate the shifting dynamics in the semiconductor and fintech sectors.

Hosts discuss the rise of the Chinese AI startup DeepSeek and its unsettling impact on global technology stocks. DeepSeek's new AI model runs efficiently on older chips, challenging the towering valuations of companies like Nvidia. This shift raises concerns about the long-term dominance of U.S. tech amidst increased competition. Analysts ponder the implications for upcoming earnings and the landscape of AI investments, questioning whether traditional investments are still valid in a rapidly evolving market.

Meta plans a staggering $65 billion boost in AI investments, aiming to reshape the tech landscape. Meanwhile, the semiconductor market faces headwinds as global chip stocks struggle. A discussion with Frank McCourt unveils potential futures for TikTok amid ownership debates and regulatory challenges. The rise of intelligent AI agents is transforming business operations, with leaders prioritizing tech investments. The episode also examines the political influence of tech giants and evolving media dynamics.