AI Spending Delivers Mixed Results to Stocks
Bloomberg Tech
Bloomberg
4.4 • 69 Ratings
🗓️ 29 January 2026
⏱️ 44 minutes
🧾️ Download transcript
Summary
Bloomberg’s Caroline Hyde and Ed Ludlow discuss AI capital expenditures after Meta, Microsoft and Tesla all reported raising spend in their earnings. Plus, Apple is set to release results after the bell with investors focused on holiday sales and memory costs. And, Amazon reported hundreds of thousands of pieces of content it believed included child sexual abuse material, which it found in data gathered to improve its AI models.
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| 0:00.0 | AI agents are getting pretty impressive. |
| 0:02.8 | You might not even realize you're listening to one right now. |
| 0:05.3 | But we don't just talk. |
| 0:06.7 | We work 24-7 to solve customer problems. |
| 0:09.6 | No hold music. |
| 0:10.9 | Just answers and action. |
| 0:12.4 | Visit Sierra.AI to learn more. |
| 0:17.4 | Bloomberg Audio Studios. |
| 0:19.8 | Podcasts Radio News. |
| 0:26.5 | Bloomberg Tech is live from coast to coast with Caroline Hyde in New York and Ed Lovello in |
| 0:33.8 | San Francisco. |
| 0:37.8 | This is Bloomberg Tech coming up. |
| 0:40.0 | AI CapEx in focus after Meta, Microsoft and Tesla all report earnings with mixed fortunes. |
| 0:46.8 | Plus Apple is also set to report earnings later today with holiday season results and the impact of memory prices, top of mind for investors. |
| 0:55.8 | And Amazon reported hundreds of thousands of pieces of content it believed included child |
| 1:02.0 | sexual abuse material, which it found in data gathered to improve its AI models. |
| 1:07.1 | We have the Bloomberg reporting. |
| 1:09.2 | And it is significant in reporting at that. But let's turn |
| 1:12.5 | our attention to what's happening on the markets right now, Ed, because it is a tough day to say |
| 1:17.0 | the least. It is all about CAPEX in AI and you're going to go there with the individual names. |
| 1:20.6 | But I point to a NASDAQ100 that's having its worst day since November of last year. Two months now. |
| 1:26.7 | We're down by two percentage points. Some huge moves on individual names. But crypto also languishing, we're off by 5%. We're at 84,000 at the moment. So much for being in digital gold in this apparently debasement environment, it ain't working out for this particular area of gold because now it's just working as a risk asset. What are you looking at? |
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