Bloomberg Technology

Bloomberg's Caroline Hyde and Jackie Davalos discuss the news pushing Intel shares higher. And, we hear from SuRo Capital CEO Mark Klein about how market volatility could impact one of the year's hotly anticipated IPOs. Plus, OpenAI asks the White House for relief from state AI rules.See omnystudio.com/listener for privacy information.

Transcribed - Published: 13 March 2025

Bloomberg's Jackie Davalos and Sonali Basak discuss tech's market rebound amid Trump's tariff tensions. And, a look at Tesla's future as the company leads the S&P 500 as the biggest decliner so far this year. Plus, SpaceX's next mission: rescuing the two stranded astronauts.See omnystudio.com/listener for privacy information.

Transcribed - Published: 12 March 2025

Bloomberg's Caroline Hyde reports from Las Vegas for a special edition of Bloomberg Technology, live from the HumanX conference. Guests include: Sequoia Capital Partner Alfred Lin, Writer CEO May Habib, Lattice CEO Sarah Franklin, Poolside CEO Jason Warner, Khosla Ventures Co-Founder Vinod Khosla and Snowflake CEO Sridhar Ramaswamy.See omnystudio.com/listener for privacy information.

Transcribed - Published: 11 March 2025

Bloomberg's Caroline Hyde and Jackie Davalos discuss ServiceNow's move to buy startup Moveworks for $3 billion. And, Crypto markets sink further as tariff tensions permeate investor sentiment despite pro-crypto announcements. Plus, President Trump says a deal for TikTok's US business could come "soon".See omnystudio.com/listener for privacy information.

Transcribed - Published: 10 March 2025

Bloomberg's Caroline Hyde and Jackie Davalos speak with White House AI and Crypto Czar David Sacks as President Trump signs an executive order for a Bitcoin reserve. And, Broadcom shares rise as the company shows AI spending strength. Plus, a conversation with HPE CEO Antonio Neri as the company sees weaker profits for the year.See omnystudio.com/listener for privacy information.

Transcribed - Published: 7 March 2025

Bloomberg's Caroline Hyde and Jackie Davalos discuss the AI selloff, putting pressure on the chips sector and earnings. And, China ramps up its AI competition, fueling stock gains in Asia. Plus, President Trump is set to meet with some of the biggest tech leaders as he seeks a repeal of the CHIPS Act.See omnystudio.com/listener for privacy information.

Transcribed - Published: 6 March 2025

Bloomberg's Caroline Hyde and Jackie Davalos discuss a potential CHIPS Act reversal as President Trump calls the program "horrible". And, we take a look at how President Trump's tariffs are impacting the global tech sector. Plus, a startup that aims to bring back extinct species makes a breakthrough with a "Woolly Mouse".See omnystudio.com/listener for privacy information.

Transcribed - Published: 5 March 2025

Bloomberg's Jackie Davalos and Romaine Bostick discuss a President Trump's potential announcement of a $100 billion chip-making investment into TSMC in the US. And, a look at the tariff impact on the tech sector as new tariffs on Canada, Mexico and China are set to go into effect. Plus, Hulu's Oscar headache as the streaming service faces major glitches during the live broadcast.See omnystudio.com/listener for privacy information.

Transcribed - Published: 3 March 2025

Bloomberg's Caroline Hyde and Jackie Davalos discuss the NASDAQ’s worst week in four months and the drop in crypto prices. And HP’s CEO on shifting some of the company's manufacturing to the US. Plus, Rigetti CEO Subodh Kulkarni talks about the company's new partnership with Quanta Computer to speed up the commercialization of quantum computing.  See omnystudio.com/listener for privacy information.

Transcribed - Published: 28 February 2025

Amazon CEO Andy Jassy discusses Alexa+, artificial intelligence spending plans and the company's relationship with the Trump administrations. Plus Nvidia earnings underwhelm investors used to blowout results and forecasts. And how investors are reacting to Salesforce’s bet on AI agents. Bloomberg's Caroline Hyde and Jackie Davalos host “Bloomberg Technology”.See omnystudio.com/listener for privacy information.

Transcribed - Published: 27 February 2025

Nvidia, the chipmaker at the center of an AI spending boom, gave solid quarterly results and a bullish revenue forecast for the current period, even if the numbers didn’t reach the blowout level that some investors were banking on. The outlook comes at a shaky time for the AI industry. Nvidia shares have dipped this year on concerns that data center operators will slow spending. Chinese startup DeepSeek also sparked fears that chatbots can be developed on the cheap, potentially reducing the need for Nvidia’s powerful chips for AI. For instant reaction, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with analysts and experts from across the Bloomberg newsroom, including: Bloomberg News earnings reporter Redd Brown Bloomberg Technology co-host Caroline Hyde Bloomberg Intelligence senior tech industry analyst Mandeep Singh Bloomberg News senior editor for technology and strategic industries Michael Shepard See omnystudio.com/listener for privacy information.

Transcribed - Published: 26 February 2025

Bloomberg's Caroline Hyde and Jackie Davalos discuss Amazon’s plans to add generative AI to Alexa. And Kim Forrest of Bokeh Capital Partners joins to break down the expectations for Nvidia’s earnings. Plus, startup Quantum Machines raise $170 million series C off the back of recent breakthroughs in quantum computing.See omnystudio.com/listener for privacy information.

Transcribed - Published: 26 February 2025

Bloomberg's Caroline Hyde and Jackie Davalos discuss the market anxiety building around chip export controls to China. And we’ll hear from the Cato Institute's Jennifer Huddleston about the impact of President Donald Trump’s tech policy on trade and anti-trust investigations. Plus, Josh Chapman, managing partner of Konvoy, explains how tensions between the US and China could impact the video game industry.See omnystudio.com/listener for privacy information.

Transcribed - Published: 25 February 2025

Bloomberg's Caroline Hyde and Jackie Davalos break down Apple's $500 billion investment in the US and the company's plans to boost hiring as it seeks relief from President Trump's tariffs. Plus, TD Cowen analysts say Microsoft is cancelling some leases for US data center capacity, and Elon Musk's emails asking federal workers to justify their jobs is dividing the Trump administration.See omnystudio.com/listener for privacy information.

Transcribed - Published: 24 February 2025

Bloomberg's Caroline Hyde and Jackie Davalos discuss Apple's decision to pull cloud encryption in the UK, and the CrowdStrike-Carahsoft deal now under investigation by US prosecutors and the SEC. Plus, a conversation with QuEra interim CEO Andy Ory as investors start to bet big on the future of quantum computing. See omnystudio.com/listener for privacy information.

Transcribed - Published: 21 February 2025

Bloomberg's Caroline Hyde and Jackie Davalos discuss Alibaba's big earnings beat, sending shares soaring. And, we hear from US Treasury Secretary Scott Bessent on DOGE and his relationship with Elon Musk. Plus, a conversation with Carvana CEO Ernest Garcia as the stock sees a major slump amid a lower gross profit per vehicle.See omnystudio.com/listener for privacy information.

Transcribed - Published: 20 February 2025

Bloomberg's Caroline Hyde and Jackie Davalos discuss President Trump's plans to introduce more tariffs, nearly 25% on autos, chips and more. And, Apple adds the iPhone 16E to its lineup. Plus, Elon Musk's X looks to raise funding at a $44 billion valuation.See omnystudio.com/listener for privacy information.

Transcribed - Published: 19 February 2025

Bloomberg's Jackie Davalos and Tim Stenovec discuss Intel's soaring stock price after reports that TSMC and Broadcom are mulling potential deals. And, Elon Musk debuts a new Grok-3 model chatbot, calling it the "smartest AI on earth". Plus, a conversation on the ethics of AI as companies and governments shift attitudes.See omnystudio.com/listener for privacy information.

Transcribed - Published: 18 February 2025

Bloomberg's Jackie Davalos and Tim Stenovec discuss JD Vance's speech at the Munich Security Conference saying Europe is undermining democratic values. And, a conversation with Databricks CEO Ali Ghodsi as the company partners with SAP. Plus, the undocumented workers that helped build a part of Elon Musk's companies.See omnystudio.com/listener for privacy information.

Transcribed - Published: 14 February 2025

Bloomberg's Caroline Hyde and Jackie Davalos discuss Apple's plans to use Alibaba's AI tech for its iPhones in China while reports are said to indicate conversations with Baidu are still ongoing. And, we hear from Reddit's COO as shares fall after posting 4Q earnings that missed estimates. Plus, Elon Musk continues his feud with Sam Altman, saying he could drop his bid for OpenAI if it stops its for-profit structure.See omnystudio.com/listener for privacy information.

Transcribed - Published: 13 February 2025

Bloomberg's Caroline Hyde and Jackie Davalos discuss the state of global AI initiatives as the Paris AI summit gets underway. And, questions arise as President Trump says DOGE may have found "irregularities" at the Treasury Department. Plus, China's BYD speeds ahead with driver-assistance features and plans to integrate DeepSeek software.See omnystudio.com/listener for privacy information.

Transcribed - Published: 10 February 2025

Bloomberg's Caroline Hyde and Jackie Davalos discuss Amazon's $100B spending on AI as earnings fail to excite investors. And, US Treasury Secretary Scott Bessent pushes back on DOGE worries, saying it won't impact or change the treasury system. Plus, a conversation with DraftKings CEO Jason Robins ahead of the Super Bowl.  See omnystudio.com/listener for privacy information.

Transcribed - Published: 7 February 2025

Bloomberg's Caroline Hyde and Jackie Davalos discuss Arm's conservative forecast with CEO Rene Haas. And, a conversation with Vanguard CEO Salim Ramji as the company announces reduced fees. Plus, Roblox shares sell off as the company sees users and engagements slide.See omnystudio.com/listener for privacy information.

Transcribed - Published: 7 February 2025

Bloomberg's Caroline Hyde and Jackie Davalos discuss Apple's geopolitical battles as China weighs a probe into its app store fees. And, Alphabet shares slump as its cloud business growth slows. Plus, AMD disappoints investors with its AI growth outlook.See omnystudio.com/listener for privacy information.

Transcribed - Published: 5 February 2025

Bloomberg's Caroline Hyde and Jackie Davalos discuss China's retaliatory tariffs, including a probe into Alphabet. And, a look at Palantir as the stock surges to a new record on "untamed growth" for AI. Plus, Spotify posts its first ever annual profit.See omnystudio.com/listener for privacy information.

Transcribed - Published: 4 February 2025

Bloomberg's Caroline Hyde and Jackie Davalos discuss the market volatility as President Trump threatens tariffs against Canada, Mexico and China. And, what to expect from Palantir earnings. Plus, a look into Elon Musk's DOGE as the tech billionaire begins to cancel payments to federal contractors.See omnystudio.com/listener for privacy information.

Transcribed - Published: 3 February 2025

US President Donald Trump ramped up his tariff threats to the European Union while saying he would speak with the leaders of Canada and Mexico, as stock markets sank following a hectic weekend that saw prospects for a trade war turn into reality. In remarks to reporters on Sunday night, Trump said he would hold separate calls on Monday morning with Canadian Prime Minister Justin Trudeau, as well as with the Mexican leadership, after announcing 25% tariffs on the US’s neighbors and top trading partners. The levies are set to take effect on Tuesday, barring a last-minute deal. Bloomberg Daybreak hosts Nathan Hager and Karen Moskow bring you instant reaction to the weekend's developments on global trade.      Subscribe to the Bloomberg Daybreak Podcast:    on Apple: http://bit.ly/3DWYoAN    on Spotify: http://bit.ly/3jGRYiB    Anywhere: http://bit.ly/460OMka   See omnystudio.com/listener for privacy information.

Transcribed - Published: 3 February 2025

Bloomberg's Caroline Hyde and Mike Shepard discuss a US probe into DeepSeek on whether the company bought Nvidia chips through a Singapore-based third party. And, Apple posts an optimistic outlook while facing China weakness. Plus, a conversation with HPE CEO Antonio Nori as the company's $14B acquisition of Juniper Networks hits a speedbump by the US Department of Justice.See omnystudio.com/listener for privacy information.

Transcribed - Published: 31 January 2025

Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Apple and Intel. They speak with: Bloomberg News Technology Reporter Jackie Davalos Angelo Zino, Senior Equity Analyst at CFRA Research Bloomberg Technology Co-Host Caroline Hyde See omnystudio.com/listener for privacy information.

Transcribed - Published: 30 January 2025

Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Tesla, Meta and Microsoft. They speak with: Bloomberg Intelligence Senior Technology Analyst Mandeep Singh Bloomberg Technology Co-Host Caroline Hyde James Cakmak, Technology Analyst at Clockwise Capital Bloomberg Intelligence Senior Technology Analyst Anurag Rana See omnystudio.com/listener for privacy information.

Transcribed - Published: 29 January 2025

Bloomberg's Caroline Hyde and Mike Shepard discuss ASML's record surge as it sees sustained AI demand. And, Microsoft and OpenAI are investigating whether OpenAI code was obtained in an unauthorized way for a group linked to DeepSeek. Plus, a conversation with T-Mobile CEO Mike Sievert after posting a fourth quarter earnings beat and a secret partnership with Apple to implement SpaceX's Starlink service.See omnystudio.com/listener for privacy information.

Transcribed - Published: 29 January 2025

Bloomberg's Caroline Hyde and Mike Shepard discuss the ripple effect of DeepSeek's AI turmoil as the tech sector and markets digest the implications of cheaper and more accessible AI. And, we speak with the Chief AI scientist of Hugging Face on the future of open-sourced AI models. Plus, could Microsoft be on the verge of acquiring TikTok's US arm?See omnystudio.com/listener for privacy information.

Transcribed - Published: 28 January 2025

Bloomberg's Caroline Hyde and Mike Shepard discuss the deep market rout as China's AI startup DeepSeek roils the global tech sector, causing a more than half a trillion dollar plunge for Nvidia. And, a conversation with SoFi CEO Anthony Noto as shares of the company slide after posting an earnings miss.See omnystudio.com/listener for privacy information.

Transcribed - Published: 27 January 2025

In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, raising questions over America’s technological dominance.    Buzz grew over the weekend about DeepSeek’s latest AI model being cost-effective while running on less-advanced chips, casting doubt on the validity of the rich valuations for companies like Nvidia.    You can hear more episodes of Bloomberg Daybreak: US Edition by subscribing to the podcast:    On Apple: http://bit.ly/3DWYoAN    On Spotify: http://spoti.fi/45IG5LR    Anywhere: http://bit.ly/460OMka See omnystudio.com/listener for privacy information.

Transcribed - Published: 27 January 2025

Bloomberg's Caroline Hyde and Mike Shepard discuss Meta's capex boost as CEO Mark Zuckerberg plans up to $65 billion in AI investments. And, global chip stocks pull back as Texas Instruments' outlook underwhelms. Plus, they speak with Project Liberty founder Frank McCourt about his bid and the future for TikTok.See omnystudio.com/listener for privacy information.

Transcribed - Published: 24 January 2025

Elon Musk and OpenAI's Sam Altman clash publicly over President Trump's "Stargate" AI infrastructure program, with Musk doubting that the companies involved have the funding. Bloomberg's Max Chafkin joins Caroline Hyde and Mike Shepard on "Bloomberg Technology" to discuss.See omnystudio.com/listener for privacy information.

Transcribed - Published: 23 January 2025

Navrina Singh, CEO of AI governance platform Credo AI breaks down President Trump's AI infrastructure initiative as he unveils the "Stargate" program to fast track the US as an AI superpower. She joins Caroline Hyde on a short version of "Bloomberg Technology" to discuss.See omnystudio.com/listener for privacy information.

Transcribed - Published: 22 January 2025

Bloomberg's Caroline Hyde and Mike Shepard discuss big tech's prominence during President Trump's inauguration. And, TikTok gets a reprieve as President Trump extends its services for 75 days. Plus, we hear from Bank of America CEO Brian Moynihan as world leaders gather in Davos.See omnystudio.com/listener for privacy information.

Transcribed - Published: 21 January 2025

Bloomberg's Caroline Hyde and Mike Shepard discuss the future for TikTok as the US Supreme Court upholds a law that would potentially ban the social media platform in the US. And, tech leaders gather for Trump's inauguration. Plus, SpaceX's Starship rocket explodes in its 7th while Blue Origin posts a successful launch of its Glenn rocket as it reaches orbit.See omnystudio.com/listener for privacy information.

Transcribed - Published: 17 January 2025

Bloomberg's Caroline Hyde and Mike Shepard discuss the SEC's pressure on Elon Musk as they sue the tech billionaire for alleged disclosure violations. And, a look at SpaceX's success as the company launches two probes headed to the moon while rescheduling its Starship test flight. Plus, we speak with Rep. Raja Krishnamoorthi of Illinois as the US awaits TikTok's fate.See omnystudio.com/listener for privacy information.

Transcribed - Published: 15 January 2025

As TikTok's US ban looms, Bloomberg's Caroline Hyde and Mike Shepard detail China's options to save the company in the US, including a possible sale to Elon Musk. And, Nvidia's Jensen Huang heads to China amid chip export curbs. Plus, a look at the future of space infrastructure with startup Loft Orbital.See omnystudio.com/listener for privacy information.

Transcribed - Published: 14 January 2025

Bloomberg's Caroline Hyde and Mike Shepard look at Nvidia as reports emerge that some of the chipmaker's customers face new delays and the White House is planning for more chip export restrictions. And, Apple's iPhone sales drop 5% globally as Chinese competition heats up, and how companies like Lyft are helping with relief efforts in California's raging wildfires.See omnystudio.com/listener for privacy information.

Transcribed - Published: 13 January 2025

Bloomberg's Caroline Hyde breaks down the latest with TikTok as the Supreme Court signals upholding the ban despite a surprising acquisition bid. Plus, a look at how tech deals might fare in 2025.See omnystudio.com/listener for privacy information.

Transcribed - Published: 10 January 2025

Bloomberg's Caroline Hyde looks at Samsung's next steps as the company posts disappointing quarterly results but sees a stock boost from Nvidia's optimism. Plus, Bloomberg's Ed Ludlow sits down with the CEOs of Mobileye, Panasonic US and Siemens US to discuss how the companies are leveraging AI in 2025.See omnystudio.com/listener for privacy information.

Transcribed - Published: 8 January 2025

Bloomberg's Caroline Hyde dives into Nvidia as the company announces new graphics cards at CES, and Ed Ludlow sits down with CEO Jensen Huang. Plus, Meta dials back on fact-checking across its platforms, and some of China's tech giants get added to the US's military blacklist.See omnystudio.com/listener for privacy information.

Transcribed - Published: 7 January 2025

Bloomberg's Caroline Hyde looks at what we can expect from CES 2025 ahead of the expo's debut. And, shares of Fubo soar as the company joins Disney's Hulu + Live TV. Plus, TikTok faces more scrutiny as the social media company comes under allegations of facilitating the "grooming" of minors.See omnystudio.com/listener for privacy information.

Transcribed - Published: 6 January 2025

Bloomberg's Tim Stenovec and Katie Greifeld discuss Meta's new political position as longtime Republican Joel Kaplan takes the helm as President of Global Affairs. And, what's next for TikTok as its ban deadline draws ever closer. Plus, China flexes its lithium dominance by planning tougher scrutiny on exports of technology to make battery materials.See omnystudio.com/listener for privacy information.

Transcribed - Published: 3 January 2025

Bloomberg's Tim Stenovec and Katie Greifeld discuss Tesla's big sales miss as the company reports its first annual sales decline in a decade. And, the latest on Tesla following a Cybertruck explosion in Las Vegas. Plus, TikTok feels the heat as its potential ban closes in.See omnystudio.com/listener for privacy information.

Transcribed - Published: 2 January 2025

Bloomberg's Caroline Hyde breaks down how Trump and Musk wield their political power as the government works to avoid shutting down. Plus, the Big Tech leader merry-go-round at Mar-a-Lago continues with Jeff Bezos the latest to try and influence Trump's policies and decisions. And, private equity firms are competing for Intel's programmable chip arm Altera.See omnystudio.com/listener for privacy information.

Transcribed - Published: 20 December 2024

Bloomberg's Caroline Hyde discusses Micron's big stock move lower as the company reports a weak chips outlook. And, Elon Musk wields political power, influencing a potential US government shutdown. Plus, Apple scraps its hardware subscription plans.See omnystudio.com/listener for privacy information.

Transcribed - Published: 19 December 2024