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Apr 29, 2024 • 41min

Tesla's China Approval and Paramount's CEO Ousting

Bloomberg's Caroline Hyde and Ed Ludlow discuss Tesla's China approval and Paramount's CEO ousting, with insights on market trends and SoFi's drop after Q2 guidance disappointment. The podcast delves into Tesla's FSD system, Elon Musk's strategic moves, Paramount's financial struggles, and the challenges of innovation in tech companies.
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Apr 26, 2024 • 42min

Intel Slides on Outlook, Google and Microsoft See AI Demand, Lime Expands E-Fleet

Intel CEO Pat Gelsinger discusses Intel's performance and AI trends, Microsoft and Google's AI demand, and Lime's e-fleet expansion in a tech-focused episode.
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Apr 26, 2024 • 12min

Bonus Daybreak Special: Google, Microsoft Earnings with Gene Munster and Dan Ives

Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off.  For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.
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Apr 25, 2024 • 40min

Meta Shares Plunge, Microsoft-Backed Rubrik Goes Public, ServiceNow CEO on Earnings

CEOs of Rubrik and ServiceNow join to discuss IPO and earnings results respectively. Topics include Meta's disappointing earnings, Rubrik's IPO, ServiceNow's growth, AI investments, TikTok's future, and semiconductor industry updates.
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Apr 24, 2024 • 38min

Tesla Surges, TikTok Bill Signed Into Law

Bloomberg journalists Caroline Hyde and Ed Ludlow discuss Tesla's surge and the impact of cheaper EVs. They also cover the legislation requiring TikTok's divestiture and UK's scrutiny of Big Tech's AI deals.
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Apr 23, 2024 • 42min

Apple's Tough Start in China and TikTok's Bill

Bloomberg's Caroline Hyde and Ed Ludlow discuss Apple's struggles in China post-Covid, implications of the TikTok bill in the Senate, and insights into Tesla's upcoming earnings. Key topics include market analysis, tech giants' performance, and legislative impacts on the tech industry.
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Apr 22, 2024 • 40min

TikTok Bill Heads to Senate, Chaos Erupts at Tesla

Bloomberg's Caroline Hyde and Ed Ludlow discuss TikTok's divest-or-ban legislation heading to the Senate, chaos at Tesla as Elon Musk shifts focus to robotaxi. They explore market trends of Nvidia, Tesla's strategic shift, and Elon Musk's $25,000 EV plan, along with insights on cryptocurrency, entertainment industry expansion, streaming services challenges, and growth strategies.
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Apr 19, 2024 • 43min

Netflix's Earnings and Ramp's Fundraise

Bloomberg market coverage expert, Ed Ludlow, discusses Netflix's revenue outlook and Ramp's $150 million fundraise reaching a $7.6 billion valuation. Topics include Netflix's ad-driven tier strategy, sports content in streaming services, legislative updates on Ukraine aid, and the impact of geopolitical events on Bitcoin trading.
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Apr 18, 2024 • 43min

TSMC Reports Earnings and Google Fires 28 Employees

Bloomberg reporters Caroline Hyde and Ed Ludlow discuss TSMC's earnings report and Google firing 28 employees linked to protests against Project Nimbus. They unpack TSMC's profit surge and cautious chip market outlook, as well as the controversy around Google's involvement with Israeli government services. Intriguing insights into key tech industry updates and employee activism.
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Apr 17, 2024 • 43min

Musk's Pay Package and ASML Orders Miss

Bloomberg's Caroline Hyde and Ed Ludlow discuss Tesla's $56 billion pay package for Elon Musk, ASML's chip equipment orders decline, and tech market trends. They analyze ASML's earnings drop due to reduced orders from major players like TSMC and Samsung, highlighting AI's impact on earnings and the disruption in traditional banking. The podcast also includes insights from Jamie Dimon on work-life balance, AI in finance, and market trends on Tesla and Bitcoin.

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