Bloomberg Tech

Bloomberg's Caroline Hyde & Ed Ludlow discuss Paramount's deal with Skydance, European elections' impact on tech, rise of AI agents in enterprises. Analysis includes industry revitalization strategies, stock market trends, chip stocks, AI regulation, London's political shift, Samsung labor strike, Apple Watch updates, Microsoft's China decision, Bitcoin price concerns, and the search for Bitcoin's market catalyst.

Bloomberg reporter Caroline Hyde discusses Paramount and Skydance's merger agreement, Apple's deepening relationship with OpenAI, Nasdaq performance, and political news about President Biden considering a re-election bid.

Tech experts Gene Munster and Dan Ives discuss AI's impact on tech companies, including NVIDIA's dominance. They analyze Apple and Tesla's growth potential with AI, the challenges of high valuations, and regulatory scrutiny in the tech industry. The episode explores long-term investment opportunities in the tech sector and future trends like AI-driven workloads and cybersecurity firms.

Bloomberg journalists discuss Tesla exceeding delivery expectations, Microsoft's AI deal with UAE's G42 raising security concerns. AWS CEO reflects on his first month. Topics include Tesla's stock performance, Elon Musk's impact, AI chips shipment, and cloud computing benefits.

Bloomberg's Caroline Hyde and Ed Ludlow discuss Nvidia's struggles, SCOTUS sending back social media laws, and Qualcomm sponsoring Manchester United shirts. They cover Nvidia's market trends, potential antitrust charges, Supreme Court rulings, and Qualcomm's new sponsorship deal. The podcast delves into tech market outlook post-US election, investments in technology and private credit, legal implications in social media cases, and company restructuring strategies.

Former Republican presidential hopeful Vivek Ramaswamy talks about the first presidential debate, Apple's business in China, Tesla's design changes, and the state of crypto. They discuss iPhone shipments, Tesla's quality surveys, and the impact of AI in various sectors.

Micron's disappointing forecast results in share drop, while SpaceX achieves a $210 billion valuation. Police raid stolen goods warehouse in Santa Ana. Tech market trends, cargo theft threats, international IPO presence, Bitcoin investment strategies, AI venture capital rounds, and cyber attacks on lab service providers discussed.

Bloomberg's Ed Ludlow discusses Rivian and VW's $5 billion partnership, Supreme Court's social media ruling, and financial industry insights. Topics include implications for VW's software challenges, global automotive competition, political impact on social media interactions, Bitcoin app launch in the UK, Micron's HBM3e chip for AI workloads, and market valuations for tech companies like Nvidia.

Bloomberg's Ed Ludlow discusses Nvidia's market cap recovery and Oracle's concerns about a potential TikTok ban. They delve into AI impact on revenue, China's tech innovation push, health data accessibility, AI model development trends, and national security concerns in the tech industry.

Bloomberg reporter Ed Ludlow discusses Nvidia's stock plunge and Apple's potential EU fines over App Store rules. The podcast also touches on the impact of the CDK cyberattack on car sellers.