4.5 • 49 Ratings
🗓️ 4 November 2025
⏱️ 47 minutes
🧾️ Download transcript
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in tech shares as concerns grow about the sustainability of the AI rally. Plus, as earnings season continues, they break down results from Palantir, Uber, Spotify and Grab. And the world's largest sovereign wealth fund votes against Tesla's proposed pay package for CEO Elon Musk.
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| 0:00.0 | For every six Chinese people, there's a Ping'an customer, we have accumulated a massive amount of the customer data, not just on the financial side, but end-to-end across channels thanks to our AI advancements. |
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| 0:34.6 | Hussein. I speak with people like Elon Musk. I think I've done enough. |
| 0:38.9 | And Shonda Rhymes. That's so cute. This will be a place where every weekend you can count on |
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| 0:51.0 | subscribe to the Michelle Hussain show from Weekend, wherever you get your podcast. |
| 0:57.0 | You certainly ask interesting questions. |
| 1:04.2 | Bloomberg Tech is alive from coast to coast with Caroline Hyde in New York and Ed Lovelow in San Francisco. |
| 1:14.6 | This is Bloomberg Tech coming up. Palantir shares full on concerns about the company's |
| 1:19.3 | valuation and the sustainability of the AI rally. Perhaps we'll break down more tech earnings. Spotify, Uber, |
| 1:26.0 | grab all out with results as well, and we push |
| 1:28.4 | ahead to AMD tonight. And the world's largest sovereign wealth fund votes against Tesla's |
| 1:34.6 | proposed pay package for CEO Elon Musk. We'll discuss the impact on the company's shares. |
| 1:40.0 | But first, we check out what's happening in these markets more broadly, Ed. And I'm looking at a NASDAQ 100 that is under pressure. |
| 1:46.6 | Look, we're only down to levels, well, that we've seen this month. |
| 1:51.0 | And indeed, it's the worst sell-off since Thursday. |
| 1:53.7 | So this isn't seismic, but there is a tension here about some of the levels of valuations |
| 1:58.6 | and certain people speaking out about putting on some |
| 2:01.6 | short, bearish bets. I'm looking at Bitcoin, though, has been under far more pressure. |
| 2:05.1 | It's the lowest level that we've seen since June of this year off by another 3.3% amid the risk |
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