Bloomberg Tech

The podcast dives into the EU's new 9% tariff on Chinese-made Teslas, sparking discussions on trade dynamics and market impact. Palo Alto Networks shines with solid earnings, showcasing resilience amid fluctuating tech stocks. There's a spotlight on the use of AI to enhance business performance, with fascinating insights from companies like Netflix. Additionally, the evolving strategy of the Democratic National Convention utilizing social media influencers is explored, alongside the challenges and excitement in the sports streaming landscape.

AMD is shaking up the data center market with a massive $4.9 billion acquisition of ZT Systems, aiming to outpace Nvidia. Meanwhile, General Motors is cutting over 1,000 software jobs in a bid to streamline operations amidst ambitious revenue goals. FuboTV's stock is surging after rivals face legal hurdles before launching a new service. The tech landscape is shifting as companies adapt to evolving market dynamics and invest in future technologies.

Caroline Hyde and Ed Ludlow dive into the tech world, discussing Applied Materials' mixed forecast and Texas Instruments' gains from the CHIPS Act. They highlight Epic Games' new mobile storefront, a game-changer after its long legal fight with Apple and Google. Special guest Edgar Bronfman Jr. teases a rival bid for Paramount, adding a competitive twist. The conversation also touches on the economic landscape's impact on gaming and tech industries, revealing shifting trends and market dynamics.

Caroline Hyde, a Bloomberg journalist with a keen eye on financial markets, and Ed Ludlow, an analyst specializing in tech trends, discuss the latest earnings struggles of Alibaba and JD.com. They analyze investment shifts from billionaires like Soros and Druckenmiller ahead of market uncertainties. The conversation dives into Tesla's Full Self-Driving technology, featuring a harrowing test drive, and highlights Anduril's impressive $14 billion valuation in defense tech, underscoring the sector's rapid changes and challenges.

Washington's antitrust scrutiny of Google intensifies as discussions about a potential breakup heat up. Nvidia and Bitcoin ETFs are trending in the finance world, especially amidst the latest 13F filings. Meanwhile, Cisco faces challenges, cutting jobs as it embraces AI. The competitive landscape between major companies like Google, Apple, Snowflake, and Databricks is explored, revealing shifting dynamics in tech. Insights into AI investment trends and the venture capital landscape provide a glimpse of where the tech market is heading.

In this engaging discussion, tech mogul Elon Musk, known for revolutionizing industries with companies like Tesla and SpaceX, pitches himself to former U.S. President Trump, who continues to be a powerful figure in American politics. They delve into the recent surge in tech stocks tied to cooling inflation and explore the risks of a market sell-off. The conversation also touches on cybersecurity concerns amid upcoming elections and the evolving dynamics between tech, politics, and the economy.

Elon Musk, the innovative CEO of Tesla and SpaceX, appears alongside former President Donald Trump, discussing the complex dynamics between their leadership styles and the EV market. They delve into how political currents influence Tesla’s strategies and the implications of various policies. The conversation builds anticipation for upcoming regulatory changes in tech, especially regarding AI. Musk shares insights on navigating market uncertainties, while Trump hints at his perspectives on business and technology that could reshape the landscape.

Discover why Paramount is thriving despite significant write-downs affecting its cable networks. Dive into the surge of chip demand led by giants like NVIDIA and Apple, influenced by government initiatives. Explore the trends in tech layoffs and their historical context. Unpack the political landscape with insights into Kamala Harris's grassroots support and her stance on innovation. Finally, get a glimpse into the venture capital world, particularly focusing on investments in artificial intelligence.

Stocks are climbing as recession worries lessen, while Warner Brothers faces turbulence with a staggering $9.1 billion write-down. Exciting advancements in AI and semiconductors showcase competitive innovation, particularly from Samsung. Meanwhile, NASA is devising a robust plan to safely return its Starliner crew from orbit. The rise of eVTOL aircraft hints at new urban mobility solutions, and specialized small language models are transforming business operations with energy-efficient designs.

Ed Ludlow, a Bloomberg executive, hosts leaders from Lyft, Shopify, and Reddit to dissect recent earnings. They discuss Airbnb's alarming stock decline and Disney's mixed performance, where streaming profits clash with theme park weaknesses. Lyft shares insights on its first profitable quarter while introducing price-lock features to attract riders. Reddit reveals growth through strategic partnerships in sports and upcoming AI advancements. The conversation also touches on the volatile tech market and the shifting landscape of advertising strategies.