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
What does it mean for content creators to “go onchain?” We’ll learn how this movement to take financial power back from closed-off social media platforms could give creators a kind of freedom that they’ve struggled to hold onto for centuries. This episode is sponsored by Coinbase.See omnystudio.com/listener for privacy information.
Transcribed - Published: 19 December 2024
Bloomberg's Caroline Hyde discusses Nissan and Honda in talks to form a merger, potentially creating the world's third largest automaker. And, Databricks raises $10 billion, putting its valuation at a whopping $62 billion. Plus, what to expect from Micron earnings.See omnystudio.com/listener for privacy information.
Transcribed - Published: 18 December 2024
Bloomberg's Caroline Hyde discusses Broadcom's big rise as Nvidia enters correction territory. Plus, President-elect Trump and TikTok CEO Shou Chew are said to have met face-to-face, and Senator Amy Klobuchar talks about the future of antitrust regulation and how to combat explicit AI deepfakes.See omnystudio.com/listener for privacy information.
Transcribed - Published: 17 December 2024
Bloomberg's Caroline Hyde details Softbank's $100 billion investment in the US under a new Trump presidency. And Bitcoin's record high goes higher as MicroStrategy gets added to the Nasdaq. Plus, how businesses are preparing for an energy-intensive future to power AI.See omnystudio.com/listener for privacy information.
Transcribed - Published: 16 December 2024
Bloomberg's Tim Stenovec discusses Broadcom's surge after the company forecasted strong growth from high AI demand. And Jeff Bezos looks to President-elect Trump for help with his plans for space. Plus, we hear from San Francisco's incoming mayor, Daniel Lurie, on his vision for the city as the center of an AI future.See omnystudio.com/listener for privacy information.
Transcribed - Published: 13 December 2024
Bloomberg's Caroline Hyde breaks down Nvidia's autonomous research expansion in China. Plus, a conversation with the co-founders of home repair software business ServiceTitan as they go public, and Klarna looks to AI to save itself and its consumers money while they shop.See omnystudio.com/listener for privacy information.
Transcribed - Published: 12 December 2024
Bloomberg's Caroline Hyde discusses reports of Apple's partnership with Broadcom to produce AI chips. And the valuation of SpaceX goes to new heights, reaching $350 billion after an insider deal. Plus, Nvidia, AMD and Intel invest in a startup bringing light to chips.See omnystudio.com/listener for privacy information.
Transcribed - Published: 11 December 2024
Bloomberg's Caroline Hyde breaks down Micron's victory after getting its awaited $6 billion grant from the US government. Plus, Oracle falls the most in a year after posting lukewarm quarterly revenues, and the CEOs of Omnicom and Interpublic sit down to dissect their deal creating the world's largest advertising company.See omnystudio.com/listener for privacy information.
Transcribed - Published: 10 December 2024
Bloomberg's Caroline Hyde break downs China's probe into Nvidia as global tech tensions escalate and adding to broader geopolitical risks weighing on US tech stocks. Plus, Alphabet reveals new details on the progress it's made in quantum computing.See omnystudio.com/listener for privacy information.
Transcribed - Published: 9 December 2024
Bloomberg's Caroline Hyde discusses TikTok's latest setback after an appeals court upheld its possible ban on January 19th. And, HPE delivers on a better-than-expected 4th quarter on server sales strength. Plus, the future of AI in the labor force as US November payrolls rise to 227,000.See omnystudio.com/listener for privacy information.
Transcribed - Published: 6 December 2024
Bloomberg's Caroline Hyde discusses bitcoins rise as President-elect Trump picks pro crypto proponent Paul Atkins to head the SEC. And, global geopolitical risks weigh on the tech market outlook. Plus, the countdown starts for TikTok's divest-or-ban ruling.See omnystudio.com/listener for privacy information.
Transcribed - Published: 5 December 2024
Bloomberg's Caroline Hyde discusses Intel's latest hunt for a new CEO as they look outside of the company. And, Microsoft faces a broad FTC probe over its operating system, cybersecurity and potential generative AI dominance. Plus, we hear from AWS CEO Matt Garman as the company expands its new chip arrays and large language models to compete with the likes of Nvidia.See omnystudio.com/listener for privacy information.
Transcribed - Published: 4 December 2024
Bloomberg's Caroline Hyde discusses China's retaliations as the country faces chip curbs from the US. Plus: South Korea's government is thrown into chaos as President Yoon declares martial law, and AT&T CEO John Stankey joins as the company eyes a return to profit growth.See omnystudio.com/listener for privacy information.
Transcribed - Published: 3 December 2024
Bloomberg's Caroline Hyde discusses Intel's next steps as CEO Pat Gelsinger retires. And, retailers get set for what could be a record Cyber Monday. Plus, the future of TikTok's potential ban as President-elect Trump readies for his second term in the White House.See omnystudio.com/listener for privacy information.
Transcribed - Published: 2 December 2024
Bloomberg's Caroline Hyde breaks down Dell earnings and shares falling following sluggish PC demand. Plus, Softbank wants to boost its stake in OpenAI, and Wicked and Gladiator II kick off what's likely to be a strong holiday season for cinemas.See omnystudio.com/listener for privacy information.
Transcribed - Published: 27 November 2024
Bloomberg's Caroline Hyde breaks down Intel's $7.9B chips grant from the Biden Administration and how it will boost US chip production. Plus, California proposes state incentives for EV buyers which would exclude Tesla models, and social media companies push back against new legislation in Australia that could limit teen usage.See omnystudio.com/listener for privacy information.
Transcribed - Published: 26 November 2024
Bloomberg's Caroline Hyde breaks down the significance of Apple CEO Tim Cook's visit in China. Plus, a look at what's behind Tesla's post-election stock surge, and why Bitcoin's rally is stalling after nearly reaching $100,000.See omnystudio.com/listener for privacy information.
Transcribed - Published: 25 November 2024
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