Bloomberg Tech

Apple faces a potential antitrust investigation in China, highlighting the tensions between U.S. and Chinese tech giants. Meanwhile, Alphabet's cloud business shows sluggish growth, causing shares to drop. AMD disappoints investors with a lackluster outlook for AI growth, raising concerns in the tech industry. Discussions also touch on the evolving strategies of ARM and Qualcomm, alongside Tesla's innovations in the autonomous vehicle space. The broader implications of AI advancements on corporate valuations and market dynamics are critically examined.

Fiona Sincottis, a senior analyst at Citi Index Financial Markets, shares her insights on the escalating trade tensions between the U.S. and China as the latter imposes retaliatory tariffs. She discusses the impact of these tariffs on major tech firms like Alphabet and highlights the remarkable performance of Palantir due to AI growth. The conversation also covers Spotify's first-ever annual profit and investor sentiment shifts amid generative AI developments, emphasizing the evolving landscape of tech stocks.

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.