Bloomberg Tech

Financial journalists Carol Massar and Tim Stenovec break down Apple's third-quarter earnings, revealing strong iPhone sales but challenges in Greater China. They discuss Apple's unique capital expenditures and compare its innovation strategy with other tech giants. The conversation highlights concerns over the company's slower pace of innovation and critiques its responses to competition. They also touch on the importance of the Vision Pro and its usability issues, while providing insights into the broader tech landscape and future growth forecasts.

Disappointing earnings have led to Intel's stock decline and a suspended dividend, raising concerns about its CEO's ability to enhance products and retain customers. A tech analyst discusses Intel's cost-cutting and the wider effects of layoffs in the industry. Meanwhile, Snap faces a daunting 22% stock drop due to growth strategy issues, while Amazon's earnings reveal a mixed outlook despite robust performance from AWS. The talk highlights the ripple effects of these trends on consumer spending and investment strategies.

Ed Ludlow, a Bloomberg journalist specializing in technology and investment analysis, shares insight on Meta's AI efforts yielding impressive returns. He discusses Nvidia's monumental $329 billion market cap surge, showcasing its dominance in the sector. The conversation covers ARM's struggles amidst market volatility, the pivotal role of AI in enhancing advertising effectiveness, and the competitive dynamics in the chip industry impacted by government regulations and emerging technologies. Ludlow provides a comprehensive overview of the evolving tech landscape.

Join Jon Erlichman, a Bloomberg News contributor, and Aisha Counts, a social media reporter, as they dive into Meta's impressive earnings report. They reveal how Meta surpassed revenue expectations with $39.07 billion, driven largely by AI investments. The conversation explores the impact of AI on advertising strategies across platforms like Facebook and Instagram, as well as the company’s optimistic financial outlook amidst competition with other tech giants. Insights into market reactions and future investor confidence make this discussion a must-listen!

Join Lisa Su, CEO of AMD, known for her leadership in semiconductor innovation, Mike Sievert of T-Mobile, a major player in telecom expansion, and Pinterest's Ben Silbermann, who drives social commerce. They discuss AMD's thriving AI chip sales and the opportunities within the AI landscape. T-Mobile's subscriber growth and partnerships are highlighted, alongside challenges in tech hiring. The conversation also touches on Microsoft's Azure troubles and the evolving dynamics of the semiconductor industry.

Jensen Huang, CEO of Nvidia, and Mark Zuckerberg, CEO of Meta, dive into the future of AI, sharing their visions for transformative technology. They highlight the profound impact of AI on various industries, discussing the challenges and opportunities that lie ahead. Amidst earnings discussions around Microsoft and AMD, they contemplate the evolving market landscape and the importance of strategic investments. With a blend of optimism and caution, they address the role of AI governance in shaping a safer tech future.

Ed Ludlow, a Bloomberg correspondent specializing in technology and finance, unpacks Apple's delay in rolling out AI features that could transform user experience in the upcoming iOS update. He also discusses Donald Trump's newfound pro-crypto stance, aiming to 'Make Bitcoin Great Again,' alongside the shifting regulatory landscape in the U.S. The conversation touches on Apple's competitive hurdles and showcases the spectacular box office performance of Deadpool, highlighting changes in the entertainment industry.

Tech stocks had a wild week, with significant shifts and concerns around giants like Apple losing traction in China. Geopolitical tensions are mounting, especially for TikTok facing US ban risks. The Paris Olympics prepare for potential cyber attacks, highlighting vulnerabilities in major events. The podcast also sheds light on the booming esports market, projected to hit $100 billion by 2027, and explores the implications of AI regulations on innovation and competition.

ServiceNow's CEO discusses strong earnings and COO departure. Stock market turbulence post-GDP data release, tech company reports, and market stabilization amid economic growth. Crypto investments, child safety concerns on Roblox, market selloff, small cap rotation, and AI investments highlighted. Decline in music streaming revenue and NBA TV contracts also discussed.

Bloomberg's Caroline Hyde and Ed Ludlow discuss Tesla's disappointing results tied to robotaxis, Google's AI investment struggles, and updates on CrowdStrike's IT outage. They cover topics such as affordable EVs, AI challenges, cybersecurity, AI music generator Suno, and the influence of social media on political campaigns.