Bloomberg Tech

Bloomberg’s Caroline Hyde and Ed Ludlow discuss SpaceX's plan to offer shares at $135 apiece to raise $75 billion in its IPO, rejecting yet another Wall Street convention by setting a fixed price ahead of the marketing phase of the deal. Plus, Palo Alto Networks falls after the company reported its results, failing to meet elevated buyside expectations, and candidates backed by tech billionaires and founders fall short in California's primary elections.See omnystudio.com/listener for privacy information.

Transcribed - Published: 3 June 2026

Bloomberg’s Caroline Hyde and Ed Ludlow break down why Alphabet wants to raise $80 billion in equity to fund AI infrastructure expansion, while Anthropic makes its IPO move and files confidentially to go public, pulling ahead of rival OpenAI in the IPO race. Plus, Elon Musk's SpaceX is negotiating to pay razor-thin fees to Wall Street firms handling its IPO, and HPE CEO Antonio Neri joins on the company's annual sales outlook beating estimates on the back of massive AI infrastructure demand.See omnystudio.com/listener for privacy information.

Transcribed - Published: 2 June 2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia's next target: the PC. A new AI chip sends Nvidia and related stocks soaring while rivals slide after Jensen Huang's Computex keynote. Plus, all eyes on SpaceX as the upcoming mega IPO is already reshaping Wall Street. And, what to expect from New York Tech Week, kicking off today.See omnystudio.com/listener for privacy information.

Transcribed - Published: 1 June 2026

Bloomberg’s Tim Stenovec breaks down why SpaceX is coming back down to Earth with a slightly lower valuation in its IPO. Plus, Anthropic closes a funding round at a whopping $965 billion valuation, surpassing OpenAI for the first time in the AI race; and Dell surges after the hardware giant's outlook far surpassed Wall Street estimates.See omnystudio.com/listener for privacy information.

Transcribed - Published: 29 May 2026

Dell CFO David Kennedy joins Bloomberg Tech co-host Ed Ludlow to talk about AI server demand and how that boosted the company's annual sales forecast. Kennedy also comments on Dell's $9.7 billion Pentagon software deal. See omnystudio.com/listener for privacy information.

Transcribed - Published: 29 May 2026

Bloomberg’s Caroline Hyde and Ed Ludlow break down Snowflake's share moves after the software maker gave a strong outlook and signed a $6 billion deal with Amazon. Plus, Bloomberg News pulls back the curtains on Apple's revamped Siri design ahead of its WWDC debut. And, Meta introduces paid chatbot subscriptions to help offset its AI infrastructure costs.See omnystudio.com/listener for privacy information.

Transcribed - Published: 28 May 2026

NASA Administrator Jared Isaacman joins Bloomberg Tech to discuss the agency's plans for a so-called "Moon Base" that will eventually allow for a permanent human presence on the lunar surface. He says they're looking at 2027 through 2029 for phase one and 2029 through the early 2030s for phase two. He adds that SpaceX is hands down their greatest commercial space company. He speaks with Ed Ludlow and Caroline Hyde.See omnystudio.com/listener for privacy information.

Transcribed - Published: 27 May 2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Micron and SK Hynix joining the $1 trillion market cap club and seeing continued momentum. Plus, Taiwanese prosecutors suspect three individuals of smuggling Nvidia chips to China through Japan, and XPRIZE founder and early SpaceX investor Peter Diamandis joins to discuss SpaceX's IPO as the company celebrates a major Starship milestone.See omnystudio.com/listener for privacy information.

Transcribed - Published: 27 May 2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss how China is tightening its grip on AI by targeting top AI professionals' overseas travel. Plus, big banks are looking to hire more AI specialists and shrink traditional banking roles, and SpaceX kicks off a tech IPO bonanza.See omnystudio.com/listener for privacy information.

Transcribed - Published: 26 May 2026

Bloomberg’s Ed Ludlow breaks down what comes next after a critical Starship launch was scrubbed, and he discusses what that means for the space company's planned mega IPO with a SpaceX alumni and an early investor. Plus, an exclusive conversation with Lenovo CFO Winston Cheng after the world-leading PC maker soars post-earnings on strong AI growth.See omnystudio.com/listener for privacy information.

Transcribed - Published: 22 May 2026

Bloomberg’s Ed Ludlow breaks down SpaceX pitching a $28.5 trillion opportunity, from AI to Mars, ahead of an all-time blockbuster IPO. Plus, Nvidia fails to reignite the AI trade as CEO Jensen Huang pushes to diversify the chipmaker, saying AI is set to go mainstream. And, another major IPO on the horizon with OpenAI preparing for a filing which could come as soon as Friday.See omnystudio.com/listener for privacy information.

Transcribed - Published: 21 May 2026

Nvidia, the world’s most valuable company, delivered a sales forecast that drew a lukewarm reaction from investors, even as revenue from data center operators continued to surge.Sales in the three months ending in July will be about $91 billion, the company said in a statement late Wednesday. Though analysts estimated $87 billion on average, projections ranged as high as $96 billion, according to data compiled by Bloomberg. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Tim Stenovec and Emily Graffeo speak with: Ed Ludlow, Bloomberg Tech co-host Paul Meeks, Head of Technology Research at Freedom Capital Markets Jay Goldberg, Seaport Research Partners Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst See omnystudio.com/listener for privacy information.

Transcribed - Published: 20 May 2026

Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia's earnings report, as investors anxiously await for the world’s most valuable company to show whether it can continue delivering the explosive growth fueling the AI boom. Plus, SpaceX inches closer to launch with an imminent IPO filing. And, a deep dive into SoftBank's bet on OpenAI as insiders grow worried that Masayoshi Son is too tied to the AI giant.See omnystudio.com/listener for privacy information.

Transcribed - Published: 20 May 2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Google's decision to create an AI cloud business with Blackstone which will run on Google's homegrown AI chips. Plus, the legal battle between Elon Musk and his OpenAI co-founders ends with a jury ruling that Musk waited too long to sue. And, Meta bets big on Louisiana for the world's biggest AI facility, as it plans AI-related layoffs this week.See omnystudio.com/listener for privacy information.

Transcribed - Published: 19 May 2026

Dell CEO Michael Dell and Nvidia CEO Jensen Huang say supply chain constraints are still the biggest bottleneck to AI growth, even as demand surges worldwide, including in China. Speaking with Bloomberg News' Ed Ludlow at Dell World in Las Vegas, Huang says demand in China is “incredible” and expects the market to open further over time.See omnystudio.com/listener for privacy information.

Transcribed - Published: 18 May 2026

Bloomberg’s Caroline Hyde discusses what to expect from Nvidia this week as investors anxiously await the company's earnings results. Plus, the AI data center boom triggers the largest power deal in history, the filing for SpaceX's IPO could come as soon as this week, and Ed Ludlow brings the latest from Dell Technologies World in Las Vegas.See omnystudio.com/listener for privacy information.

Transcribed - Published: 18 May 2026

Figma gave an outlook for revenue in the current period that topped analysts’ estimates, touting early traction from charging users directly for AI features. CEO Dylan Field joins to discuss his company's latest earnings and more.  Hosted by Ed Ludlow and Caroline Hyde See omnystudio.com/listener for privacy information.

Transcribed - Published: 15 May 2026

Bloomberg’s Ed Ludlow breaks down why Cisco shares jumped the most since 2011 after the company's earnings results. Plus, more details emerge after President Trump's meeting with China's Xi Jinping, Cerebras CEO Andrew Feldman joins ahead of the company's public listing, and Caroline Hyde sits down with the CEOs of Ericsson and Oura on the sidelines of the Spark Summit in California.See omnystudio.com/listener for privacy information.

Transcribed - Published: 14 May 2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss what to expect from the highly anticipated meeting between President Trump and China's Xi Jinping, as Nvidia CEO Jensen Huang gets added to the trip last minute. Plus, Anthropic is looking to raise at least $30 billion in fresh financing at a valuation of more than $900 billion, in what could be its largest funding round yet. And, we speak with Anduril CEO Brian Schimpf as the company hits a $61 billion valuation in its latest funding round.See omnystudio.com/listener for privacy information.

Transcribed - Published: 13 May 2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss comments by a South Korean policymaker that the country should pay citizens a “dividend” using taxes on AI profits. Plus, the largest US derivatives exchange, CME, is planning to create a futures market for computing power, one of the key drivers of the AI boom. And the CEO of SAP talks about the company’s push into AI agents across business operations.See omnystudio.com/listener for privacy information.

Transcribed - Published: 12 May 2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Cerebras’ increased IPO plans as the AI chipmaker and data center operator boosts its offering plans by one-third to as much as $4.8 billion. Plus, Circle CEO Jeremy Allaire explains what drove the company’s first-quarter revenue and his vision of an agent-led future. And Google researchers say they have uncovered the first-ever zero-day attack built by AI.See omnystudio.com/listener for privacy information.

Transcribed - Published: 11 May 2026

Bloomberg’s Caroline Hyde sits down with CoreWeave CEO Michael Intrator to discuss the company's earnings as it builds out data center capacity. Plus, a deep dive into April's jobs report and the impact of AI on today's workforce with Clara Shih from the New Work Foundation. And, more earnings with Lyft CEO David Risher as the company spends on international expansion.See omnystudio.com/listener for privacy information.

Transcribed - Published: 8 May 2026

Bloomberg’s Caroline Hyde speaks with Arm CEO Rene Haas about sluggishness in the smartphone industry, and growing demand from AI data centers. Plus, Anthropic signs an agreement with Elon Musk's SpaceX to access computing resources from its competitor. And, the CEO of HawkEye 360 discusses the satellite surveillance firm's IPO, which raised $416 million.  See omnystudio.com/listener for privacy information.

Transcribed - Published: 7 May 2026

Bloomberg’s Caroline Hyde discusses AMD’s strong forecast that sent shares climbing. Plus, Disney posts stronger than expected results on the back of earnings thanks to improved profitability at its streaming business. And Uber's CFO talks about the ride-hailing giant’s push into premium offerings as the company posts a second-quarter outlook that beat expectations.See omnystudio.com/listener for privacy information.

Transcribed - Published: 6 May 2026

Bloomberg’s Caroline Hyde discusses Apple’s exploratory discussions with Intel and Samsung to build their processors for its US devices. Plus, Alphabet, Microsoft, and xAI have agreed to give the US government early access to their models for review before a public release, joining OpenAI and Anthropic. And Pinterest CEO Bill Ready explains how its fit-for-purpose AI is helping the platform boost sales.See omnystudio.com/listener for privacy information.

Transcribed - Published: 5 May 2026

Bloomberg’s Caroline Hyde discusses GameStop's $56 billion offer to buy eBay, a company four-times its size. Plus, AI chipmaker Cerebras is looking to raise as much as $3.5 billion in its upcoming IPO. And OpenAI raises more than $4 billion for a new joint venture that aims to help businesses adopt its AI software.See omnystudio.com/listener for privacy information.

Transcribed - Published: 4 May 2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s strong outlook amid the continued memory supply crunch. Plus, Roblox CEO Dave Baszucki discusses the gaming platform’s "aggressive push to enhance safety" that tempered user growth. And, Bloomberg spoke with OpenAI CFO Sarah Friar who pushes back on a report that the AI leader is missing its own targets.See omnystudio.com/listener for privacy information.

Transcribed - Published: 1 May 2026

Apple delivered second-quarter revenue that edged past analysts’ estimates, helped by demand for the iPhone and Mac, while failing to produce the blowout results that some investors were anticipating.  Revenue gained 17% to $111.2 billion during the period, which ended March 28, the company said in a statement Thursday. Analysts had anticipated $109.7 billion on average. Apple itself had projected sales growth of 13% to 16%. The company is benefiting from a series of new products launched in March, including the MacBook Neo, iPhone 17e, updated iPad Air models and a fresh MacBook Pro. The $599 Neo — Apple’s first major push into low-cost laptops — has been particularly popular and remains sold out at several retailers. Still, the results were uneven. Apple fell short of expectations in the Americas and Europe regions, while exceeding projections in China and other parts of Asia. The iPhone — its flagship product — was in line with the average Wall Street estimate.  For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, Bloomberg Tech co-host Anurag Rana, Bloomberg Intelligence Senior Technology Analyst See omnystudio.com/listener for privacy information.

Transcribed - Published: 30 April 2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as Alphabet and Amazon see a clear payoff from their AI spending, while Meta lags behind. Plus, Anthropic has begun weighing a fresh funding round that would value the AI developer at more than $900 billion. And Stripe President John Collison discusses the company's new AI tools and partnership with Google.See omnystudio.com/listener for privacy information.

Transcribed - Published: 30 April 2026

Four of the biggest companies in the US: Alphabet, Amazon, Meta and Microsoft all reported earnings after the bell. - Meta Platforms shares slid after the company raised its spending outlook for the year, reigniting fears that the historic levels of investment it’s making to build artificial intelligence models won’t pay off. - Microsoft's cloud business reported growth that narrowly beat analysts’ estimates, disappointing investors concerned that the company isn’t fully capitalizing on demand for AI services. - Amazon spent more than anticipated to expand data center capacity in the quarter, fueling the fastest sales growth for its cloud unit in more than three years. - Alphabet (GOOGL) reported quarterly revenue and profit that beat projections, fueled by strong growth in its cloud computing unit, signaling that the internet giant’s unprecedented investments in AI infrastructure are beginning to pay off. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, cohost of Bloomberg Tech Ron Westfall, HyperFRAME Research Infrastructure and Networking VP & Practice Leader Anurag Rana, Bloomberg Intelligence Senior Technology Analyst Matt Day, Bloomberg News Technology Reporter See omnystudio.com/listener for privacy information.

Transcribed - Published: 29 April 2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss expectations for Big Tech earnings as investors prepare for Microsoft, Meta, Google, and Amazon to report earnings after the market closes. Plus, SoFi CEO Anthony Noto discusses investors' reaction to the financial services company’s earnings as its shares fall. And, Elon Musk continues testifying in his suit against OpenAI over the startup's pivot from a charity to a for-profit business.See omnystudio.com/listener for privacy information.

Transcribed - Published: 29 April 2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the fall in stocks linked to OpenAI after a report from the Wall Street Journal said the company failed to meet its own sales and user targets. Plus, a jury has been selected for the trial between OpenAI and Elon Musk over whether the company abandoned its founding mission. And, late-night host Jimmy Kimmel defends comments he made that prompted President Donald Trump to call for him to be fired. See omnystudio.com/listener for privacy information.

Transcribed - Published: 28 April 2026

Bloomberg’s Ed Ludlow discusses Microsoft’s and OpenAI’s decision to drop exclusivity rights on AI models in a move that opens the doors for the rivals to make new deals. Plus, China blocks Meta's $2 billion purchase of AI startup Manus. And the feud between Elon Musk and Sam Altman heads to court with the Tesla CEO alleging OpenAI abandoned its founding mission.See omnystudio.com/listener for privacy information.

Transcribed - Published: 27 April 2026

Bloomberg’s Ed Ludlow discusses his conversation with Intel CEO Lip Bu Tan following the company’s strong earnings that sent its stock blasting past its dot-com era peak. Plus, Google plans to invest up to $40 billion into rival Anthropic. And tech job cuts ramp up, with Meta and Microsoft planning layoffs or announcing buyouts as AI spending surges.See omnystudio.com/listener for privacy information.

Transcribed - Published: 24 April 2026

Intel gave a strong sales forecast for the current period, signaling that the struggling chipmaker is finally beginning to benefit from the giant build-out of artificial intelligence infrastructure. Revenue will be $13.8 billion to $14.8 billion in the quarter ending in June, the company said Thursday in a statement. Analysts, on average, estimated $13 billion, according to data compiled by Bloomberg. Earnings, excluding some items, will be about 20 cents a share, compared with a Wall Street prediction of 9 cents. The upbeat outlook suggests that Chief Executive Officer Lip-Bu Tan is making progress on a challenging comeback plan. After lining up major investments in Intel last year — helping to strengthen the company’s balance sheet — Thursday’s results suggest he’s now delivering on a promise to improve its operations. Intel shares rose 14% in extended trading. The stock had gained 81% this year before the results were released, closing at $66.78. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani Bloomberg Tech co-host Ed Ludlow See omnystudio.com/listener for privacy information.

Transcribed - Published: 23 April 2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Tesla’s plans to spend an additional $25 billion this year to support Elon Musk's AI ambitions. Plus, Intel shares jump after the company pledges to support Musk's advanced chip manufacturing project, Terafab. And Lyft CEO David Risher discusses the company’s international growth plans as the ride-hailing firm buys the London black cab app Gett.See omnystudio.com/listener for privacy information.

Transcribed - Published: 23 April 2026

Tesla beat Wall Street’s profit expectations to start the year as the automaker said demand for its electric vehicles is rebounding around the globe, hinting at a possible recovery for its long-struggling automotive business. Adjusted earnings rose to 41 cents a share in the first quarter, the company said Wednesday in a statement, higher than the 34-cent average of analyst estimates compiled by Bloomberg. It’s the second straight quarter Tesla’s earnings have exceeded expectations. Tesla said it “saw continued growth in demand for our vehicles” in parts of Asia-Pacific and South America, along with a rebound in North America and the Europe-Middle East region. The surprisingly optimistic comments come several weeks after the automaker reported one of its worst quarters of auto sales in years.  For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst Ed Ludlow, Bloomberg Tech co-host Ross Gerber, President and CEO at Gerber Kawasaki  See omnystudio.com/listener for privacy information.

Transcribed - Published: 22 April 2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Google Cloud's latest generation of tensor processing units, or TPU, and the Alphabet division’s new partnerships. Plus, a small group of unauthorized users has accessed Anthropic's new AI model, Mythos, according to a source and documents reviewed by Bloomberg. And Rivian CEO RJ Scaringe joins as his company’s new R2 model, its smaller, cheaper SUV, begins rolling off the manufacturing floor in Normal, Illinois.See omnystudio.com/listener for privacy information.

Transcribed - Published: 22 April 2026

On this special edition of “Bloomberg Tech,” Caroline Hyde and Ed Ludlow discuss Apple’s CEO transition as the company announces hardware boss John Ternus will take over for Tim Cook on Sept. 1. Plus, Cook will become executive chairman, ensuring his corporate diplomacy skills and his strong ties with President Donald Trump remain on call for Apple. And Ternus’ appointment signals Apple plans to stay focused on hardware.See omnystudio.com/listener for privacy information.

Transcribed - Published: 21 April 2026

Apple named hardware chief John Ternus as the iPhone maker’s next leader, with Chief Executive Officer Tim Cook shifting to the role of executive chairman. Ternus, 50, will become CEO on Sept. 1, the company said in a statement Monday. The Apple veteran was head of hardware engineering since 2021 and has spent 25 years focused on product development at the iPhone maker. Bloomberg News previously reported that Ternus was Cook’s heir apparent. Ternus’s hardware engineering division will be taken over by longtime deputy Tom Marieb, according to a person with knowledge of the matter. He will report to newly named Chief Hardware Officer Johny Srouji. In that role, Srouji is gaining oversight of a newly combined hardware engineering and hardware technologies group. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Bloomberg News Senior Executive Editor for Global Technology Tom Giles Bloomberg Intelligence Global Tech Research Head Mandeep Singh See omnystudio.com/listener for privacy information.

Transcribed - Published: 20 April 2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Google’s plans for new AI chips focused on inference. Plus, Blue Origin successfully launches and lands a reusable booster for its New Glenn rocket but fails to place its payload satellite in the correct orbit, sending shares of AST SpaceMobile sinking. And Cerebras plans an IPO, months after withdrawing a previous attempt at a public listing.See omnystudio.com/listener for privacy information.

Transcribed - Published: 20 April 2026

Bloomberg's Caroline Hyde and Ed Ludlow discuss Netflix's lackluster forecast for the second quarter and co-founder Reed Hastings stepping down after 29 years at the company. Plus, the US government plans to make a version of Anthropic's Mythos model available to major federal agencies to tackle cyber risks despite the company's ongoing legal feud with the Pentagon. And, Sequoia Capital raises $7 billion for its latest expansion fund, targeting AI giants like OpenAI and Anthropic.See omnystudio.com/listener for privacy information.

Transcribed - Published: 17 April 2026

Netflix gave a forecast for the second quarter that fell short of analysts expectations, sending the shares down in extended trading. The streaming pioneer also announced that chairman and co-founder Reed Hastings is stepping down from the board after 29 years to pursue philanthropy and personal interests. Revenue rose 16% in the first three months of the year to $12.3 billion, compared with estimates for $12.2 billion, the company said in a statement on Thursday. Earnings per share for the quarter were $1.23 compared with estimates of 76 cents. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Bloomberg Intelligence senior media analyst Geetha Ranganathan Eric Clark, Accuvest Global Advisors CIO  and LOGO ETF Portfolio Manager See omnystudio.com/listener for privacy information.

Transcribed - Published: 16 April 2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Anthropic's updated version of its AI model, Opus 4.7, released just a week after its limited release of Mythos. Plus, Elon Musk is kicking his Terafab plan into high gear, even as skepticism grows from the semiconductor industry. And TSMC reports a big surge in profit and raises its revenue outlook for 2026, driven by strong demand for AI chips.See omnystudio.com/listener for privacy information.

Transcribed - Published: 16 April 2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss why Anthropic has rebuffed investors' efforts to back the company with funding that would value it at more than $800 billion. Plus, Meta expands a multi-billion-dollar partnership with Broadcom to design and build custom chips. And ASML, the supplier of cutting-edge chipmaking machines, raises its full-year sales forecast as AI demand fuels growth.See omnystudio.com/listener for privacy information.

Transcribed - Published: 15 April 2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s plan to buy satellite operator Globalstar in a $11.6 billion deal. Plus, Lucid's New Incoming CEO, Silvio Napoli, discusses the company’s fresh injection of capital and deeper robotaxi push. And the US Treasury Department is looking to use Anthropic's Mythos AI model to find vulnerabilities in its systems, according to a source.  See omnystudio.com/listener for privacy information.

Transcribed - Published: 14 April 2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Anthropic’s newest AI model Mythos as US officials warn Wall Street that the tool could usher in an era of cyber risk. Plus Roblox CEO Dave Baszucki explains why the company is introducing new accounts for younger children and teens and how well its age estimation tool is working. And following the historic Artemis II splashdown, NASA and its partners pick apart what worked and what didn't on its space vehicles. See omnystudio.com/listener for privacy information.

Transcribed - Published: 13 April 2026

Bloomberg’s Caroline Hyde discusses concerns about cyber risks raised by Anthropic’s newest AI model. US Treasury Secretary Scott Bessent and Federal Reserve Chair Powell summoned Wall Street leaders to an urgent meeting to discuss the threat. Plus, CoreWeave CEO Michael Intrator discusses deals with Anthropic and Meta as demand for compute shows no sign of slowing. And, after a record breaking trip around the moon the crew of Artemis II prepares to splash down in the Pacific ocean.See omnystudio.com/listener for privacy information.

Transcribed - Published: 10 April 2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss CoreWeave’s $21 billion deal to provide compute for Meta. Plus, Meta releases a new AI model that is more competitive with rivals. And, Anthropic closes its secondary share sale that leaves some investors without the stakes they wanted.See omnystudio.com/listener for privacy information.

Transcribed - Published: 9 April 2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rally in tech stocks and fall in energy prices as markets react to a two-week ceasefire deal between the US and Iran. Plus, Anthropic is giving tech firms early access to its new Mythos model to get ahead of possible cyberattacks that could wreak havoc. And, Apple's first foldable phone is still on track to launch in September, despite reports of major manufacturing delays.See omnystudio.com/listener for privacy information.

Transcribed - Published: 8 April 2026