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Bloomberg Technology

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7 snips
Dec 3, 2024 • 45min

China Fights Back, South Korea Declares Martial Law

Rose Wang, COO of Blue Sky, discusses the platform's explosive growth following recent elections, emphasizing user trust and safety. She details challenges in scaling operations and introduces new subscription features to enhance user experience. The podcast also covers South Korea's martial law announcement and the repercussions on tech giants like Samsung and SK Hynix amid rising U.S.-China tensions, exploring how these dynamics affect global markets and technology strategies.
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11 snips
Dec 2, 2024 • 42min

Intel's Gelsinger Retires, Retailers Ready for Cyber Monday

As Intel faces a pivotal moment with CEO Pat Gelsinger's retirement, the stock sees a surprising surge. The discussion dives into Intel's market struggles against competitors and the need for strategic partnerships. Meanwhile, retailers brace for a potentially record-breaking Cyber Monday amid shifting consumer behaviors and social media influences. TikTok's uncertain future looms as U.S.-China relations impact investments in technology and the entertainment landscape evolves with blockbuster successes.
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16 snips
Nov 27, 2024 • 43min

PC Sales, SoftBank and OpenAI, Holiday Box Office Trends

Dell's disappointing earnings reflect a broader slump in PC sales, leaving major manufacturers worried. SoftBank is eyeing a bigger piece of OpenAI's pie, while the holiday box office is set to thrive with films like Wicked and Gladiator II lighting up screens. As consumers hesitate to upgrade PCs, the semiconductor industry sees potential in advanced tech and generative AI. Meanwhile, streaming services are offering enticing Black Friday discounts, signaling a shift in entertainment consumption. The financial landscape in tech continues to evolve.
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Nov 26, 2024 • 43min

Intel's Chips Grant, California Vs. Tesla

Discover how Intel's massive $7.9 billion grant will enhance U.S. chip production and its implications for the tech landscape. Learn about California's controversial EV incentives that exclude Tesla and the pushback from social media firms against new Australian regulations targeting teen usage. The podcast also explores investment strategies beyond tech, trade tensions affecting companies, and the evolving automotive market focused on affordability amid economic challenges.
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Nov 25, 2024 • 39min

China's Tech, Tesla's Surge, and Bitcoin Stall

Bloomberg's Caroline Hyde breaks down the significance of Apple CEO Tim Cook's visit in China. Plus, a look at what's behind Tesla's post-election stock surge, and why Bitcoin's rally is stalling after nearly reaching $100,000.See omnystudio.com/listener for privacy information.
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Nov 22, 2024 • 43min

China Tech In Bear Market, Google's Chrome Future

The podcast delves into the struggles of Chinese tech firms like Baidu and PDD facing bear market pressures. There's a fascinating discussion on Google's Chrome browser's future amidst antitrust issues and possible divestiture. Unpacking Project Liberty, they explore the potential acquisition of TikTok as an alternative internet solution. The narrative is spiced with insights on Amazon's AI investments, the implications of regulatory changes on the tech landscape, and the rising importance of sustainable profits in tech valuations.
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Nov 21, 2024 • 44min

Nvidia’s Magic Fades

Investors are rethinking their faith in Nvidia despite a strong earnings report, raising questions about the future of AI technology. Meanwhile, the Trump administration is contemplating a groundbreaking crypto policy role. Cybersecurity experts predict an easier path ahead as industries transition to software solutions. The podcast also explores Google’s potential antitrust challenges regarding its Chrome browser and the competitive landscape for chipmakers amidst changing market dynamics.
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Nov 20, 2024 • 20min

Special Edition: Nvidia Forecast Misses Loftiest AI Estimates

Ryan Vlastelica, an equities reporter at Bloomberg News, provides keen insights into Nvidia's recent revenue forecast, which fell short of the market's lofty expectations. He discusses the implications of this performance, including a notable 4% drop in after-hours trading. Vlastelica highlights the paradox of strong product demand against the backdrop of supply chain challenges. The conversation also touches on Nvidia's investments in R&D, its partnerships with major tech firms, and the broader market dynamics driving competition in the semiconductor industry.
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Nov 20, 2024 • 41min

Qualcomm Eyes $22 Billion Growth, Crypto Sees Political Success

Joining the discussion are Kunjan Sabani, a Bloomberg Intelligence analyst focused on NVIDIA and semiconductors, and Lucas Shaw, a Bloomberg reporter covering Comcast's strategic shifts. They delve into Qualcomm's ambitious $22 billion growth plan driven by automotive chips and IoT. The conversation also highlights the crypto landscape's evolution, especially following pro-digital currency candidates' success in elections, and Comcast's cable network spin-off in the face of subscriber decline.
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Nov 19, 2024 • 42min

The DOJ Goes After Google Chrome

The DOJ is pressuring Google to divest Chrome due to monopoly concerns, sparking a heated discussion about the tech giant's future. Roblox is stepping up child safety by utilizing AI for better age verification and threat protection. Meanwhile, SpaceX is preparing for a milestone Starship launch with President-Elect Trump in attendance. Financial maneuvers in the tech world highlight major IPOs and potential acquisitions, reflecting the rapidly evolving landscape of technology and regulation.

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