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Bloomberg Tech

Musk Empire Merger Possibility, Memory Costs Weigh on Apple

Bloomberg Tech

Bloomberg

News, Business News, Tech News

4.469 Ratings

🗓️ 30 January 2026

⏱️ 45 minutes

🧾️ Download transcript

Summary

Bloomberg’s Caroline Hyde and Ed Ludlow discuss how President Trump’s selection of Kevin Warsh to be the next chair of the Federal Reserve, is affecting tech markets. Plus, Apple reports record sales but the rising cost of memory worries investors. And SpaceX is said to be considering a merger with Tesla or xAI.

See omnystudio.com/listener for privacy information.

Transcript

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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

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0:10.9

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0:12.4

Visit Sierra.AI to learn more.

0:17.4

Bloomberg Audio Studios.

0:19.8

Podcasts Radio News.

0:26.7

Bloomberg Tech is live from coast to coast with Caroline Hyde in New York and Ed Lovelow in

0:33.8

San Francisco.

0:37.1

This is Bloomberg Tech.

0:38.9

Coming up, President Trump picks Kevin Walsh to be the next chair of the Federal Reserve.

0:43.9

We'll discuss how tech markets are reacting.

0:46.3

Plus, Apple delivers record quarterly sales, but the looming threat of rising memory prices, it's worrying investors.

0:53.1

And SpaceX is considering a merger with Tesla or with

0:58.1

XAI. We'll discuss what we know so far. Some extraordinary reporting from you and the team,

1:03.1

Ed. Let's dig into what the macro picture is today, because it is a macro story that dictates

1:07.5

these moves. The next Fed, chair, is he going to be hawkish? That's the way the market currently thinks a little bit more. We're seeing the NASDAQ 100 off by 6% percent. Look, we're up on the month. And in fact, we're having the best months since October for the NASDAQ 100 and the S&P 500. But on the day, we temper some of our risk on sentiment. We're certainly seeing Bitcoin still not feeling any love.

1:29.0

We're now at just 82,000 level at the moment, Ed.

1:32.0

We're off by 1.9%.

1:33.0

We are down for four straight months,

...

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