Bloomberg Tech

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.

A heated clash erupts between Elon Musk and Sam Altman over funding for President Trump's controversial 'Stargate' AI initiative. Musk questions the financial backing behind the involved companies. In the backdrop, tensions in the tech industry grow as leaders react to shifting political landscapes and regulatory changes. Additionally, the discussion touches on the implications of this feud, sparking broader conversations about the entwined nature of technology and politics.

Navrina Singh discusses President Trump's ambitious AI infrastructure initiative, the 'Stargate' program. She highlights the competitive dynamics in the AI sector, including potential acquisitions like TikTok. The conversation also covers the challenges of AI governance and the significance of substantial investments in shaping the industry's future. The contrast between US and EU regulatory approaches is explored, as well as the need for responsible growth in artificial intelligence amidst evolving regulations.

Jake Ochenklaas, a U.S. Representative from Massachusetts known for his work on TikTok legislation, joins Bank of America CEO Brian Moynihan to discuss the significant role of big tech during Trump's inauguration. They delve into the consequences of tech CEOs' influence on government, the ongoing regulatory struggles for platforms like TikTok, and the intersection of national security with social media governance. The conversation highlights urgent reforms needed amid bipartisan debates and the evolving landscape of AI and cryptocurrency.