Bloomberg Tech

René Haas, CEO of Arm, discusses the semiconductor outlook amidst fluctuating smartphone sales. Palmer Luckey, founder of Anduril, offers insights on how election results may reshape defense technology. Dan Ives from Wedbush Securities analyzes tech stock performance in light of the political landscape. Noelle Acheson delves into crypto market reactions and potential regulations post-election. Max Chafkin evaluates the impact of these outcomes on Elon Musk's ventures, highlighting the intersection of technology and politics.

Mandeep Singh, an Analyst at Bloomberg Intelligence, discusses Palantir's stock surge tied to AI demand. Kayleigh Lyons shares insights on voter turnout trends for the U.S. election. Anna Rathbun talks about market reactions and tech sector regulations. Margie Murphy reveals how Polymarket influences election betting through influencer collaborations. Danielle Lee Thompson addresses misinformation's impact on voter trust. Kirsten Todd emphasizes election security measures, while Donald Trump reflects on his campaign amidst the electoral landscape.

Kayleigh Lyons discusses insights on the upcoming US election, while Jamie Tarabay raises concerns about cybersecurity threats impacting voter confidence. Alexandra Levine delves into the shifting dynamics of political discourse on social media platforms. Nancy Tengler offers market perspectives on Tesla's potential amidst election uncertainty, and Shannon Nash talks about Vice President Kamala Harris's tech policy. Crystal McKellar emphasizes deregulation for the Republican ticket, and Tony Aarons updates on legal challenges surrounding Elon Musk's initiatives.

Stay informed about the crucial U.S. election with real-time updates and in-depth analysis. Explore the competitive dynamics shaping the race and how the results could influence global markets. The discussion encourages active engagement with up-to-the-minute coverage that connects politics and economics. Don't miss out on insights that could shape your understanding of this pivotal moment in history.

Pat Gelsinger, CEO of Intel, shares insights on the company’s promising third-quarter results and future strategies. Vivek Ramaswamy, a former presidential candidate, discusses the intersection of technology and policy amid the election. Rameez Shalot analyzes Amazon's strong earnings linked to its cloud business, while Kristen Smith highlights the pressing need for crypto regulation ahead of the election. Together, they explore how political dynamics are shaping the technology sector, including AI's potential impact and the evolving regulatory landscape.

In this insightful discussion, Pat Gelsinger, CEO of Intel and a seasoned tech leader, shares his vision for revitalizing the semiconductor giant. He discusses Intel's strategic overhaul and the challenges of competing in the AI chip market. Joining him are Tom Giles, Ian King, and Joanne Feeney, who delve into Intel's financial performance, potential acquisitions, and the impact of the CHIPS Act amidst political uncertainty. The conversation highlights Intel's recovery efforts and partnerships that could shape future growth in this evolving industry.

Microsoft and Meta's disappointing earnings results caused market jitters. DoorDash celebrated its first operating profit, diversifying into grocery markets. Reid Hoffman discussed tech's impact on the upcoming election and the evolving political landscape. The rise of AI was examined in relation to long-term tech growth and investment prospects. Furthermore, Amazon faces challenges with its Alexa devices amid fierce competition. The podcast also probes the intertwined relationship between tech regulation and political influences.

Brody Ford, a Bloomberg reporter, dives into Supermicro's financial woes amid pressing AI infrastructure demands. Mel Lagomasino, CEO of We Family Offices, discusses Alphabet's hefty AI investments. Gerard DiPipio sheds light on China's tech advancements impacting the US. Manip Singh reviews big tech earnings and cloud market share dynamics. Steve Huffman, Reddit’s CEO, talks about the platform's financial growth through AI. Together, they explore the competitive landscape between BYD and Tesla in the EV market, highlighting shifting dynamics in technology and investment.

Bloomberg's Caroline Hyde and Ed Ludlow break down what to expect from Alphabet, AMD and Reddit reporting earnings after the bell. Plus, SoFi CEO Anthony Noto joins to discuss the company's earnings out earlier in the day, and shares of Trump Media surge and get briefly suspended amid the volatility. See omnystudio.com/listener for privacy information.

Sarah Friar, CFO of OpenAI, shares insights on the company's financial strategies and highlights the need for balancing costs with AI innovation. Daniela Amodei, President of Anthropic, discusses their focus on enterprise customers and the imperatives of AI safety. Bloomberg reporters dive into Russia's acquisition of NVIDIA chips through India and Apple’s new advancements like the AI-powered M4 iMac. Analysts tackle Volkswagen's cost-reduction strategies amid challenges for European automakers and explore the implications for the app market with Bending Spoons' acquisition activities.