Podcast
Bloomberg Tech
Hosted by Bloomberg · EN
Listen for news and analysis on global technology companies and investors.
Ed Ludlow brings you the only daily news program focused exclusively on technology, innovation and the future of business.
237episodes
Episodes
Newest firstAll episodes
AI Selloff, Apple vs. OpenAI & the Future of Defense Tech
2d ago00:48:45Summary readyBloomberg’s Ed Ludlow breaks down why an AI-fueled stock rout in South Korea spilled over into the US market Monday, sending SK Hynix ADRs falling in their second US trading day. Plus, Apple and OpenAI's AI rivalry enters the courtroom, with Apple filing a sweeping trade secrets lawsuit against the ChatGPT maker. And, FCC Chairman Brendan Carr joins to talk regulating space, and Palantir co-founder and 8VC managing partner Joe Lonsdale sits down with Ed to discuss his outlook for the defense tech sector.See omnystudio.com/listener for privacy information.
SummarySK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer Price
6d ago00:43:57Summary readyBloomberg’s David Gura hosts a special edition of Bloomberg Tech as SK Hynix starts trading on the Nasdaq, in what is the biggest-ever US listing by a foreign company. He recaps Ed Ludlow's sit-down interview with SK Group Chairman Chey Tae-won from the Nasdaq, and dives deeper into the listing's impact on the rest of the US chip sector.See omnystudio.com/listener for privacy information.
SummarySpecial Edition: SK Chairman Chey Tae-won on SK Hynix's US Debut
6d ago00:30:47Summary readySK Group Chairman Chey Tae-won joins Bloomberg's Ed Ludlow to discuss SK Hynix's public listing. Fresh off a landmark US stock offering for the conglomerate’s memory-chip business, Tae-won said he has an ambitious plan to invest more money in America. SK Group is already putting more than $35 billion into the US, Chey said Friday in an interview with Bloomberg Television. “My plan is at a much bigger number,” he said, “much, much, much bigger than $35 billion.”See omnystudio.com/listener for privacy information.
SummarySK Hynix US Listing Demand Soars
1w ago00:44:03Summary readyBloomberg’s Ed Ludlow takes a look at SK Hynix's oversubscribed US listing, priming the Korean memory maker for the biggest ever foreign first-time-share-sale in America. Plus, Micron boosts its spending on new American plants to $250 billion to meet surging memory demand; and Meta unveils its latest AI model, pricing it aggressively and talking up its agentic capabilities versus Google's Gemini.See omnystudio.com/listener for privacy information.
SummaryJittery Tech Markets; OpenAI Gets BofA Credit Line
1w ago00:41:44Summary readyBloomberg’s Ed Ludlow breaks down mixed tech markets following US-Iran jitters, which revived risk-off sentiment and sent oil higher. Plus, OpenAI gets a $520 million credit line from Bank of America, while the ChatGPT maker prepares to roll out its most advanced model on Thursday. And, Eric Hippeau from Lerer Hippeau discusses the early stage investing landscape at a time of ballooning AI valuations.See omnystudio.com/listener for privacy information.
SummaryAI Chip Selloff Spreads Across Global Markets
1w ago00:44:10Summary readyBloomberg’s Ed Ludlow breaks down Samsung's quarterly profit that surged on memory demand, and why it still wasn't enough for investors. Plus, Amazon is back in the bond market, looking to raise at least $25 billion to fund spending on AI infrastructure; and SpaceX joins the Nasdaq 100 Index as sell-side coverage of Elon Musk's company kicks off.See omnystudio.com/listener for privacy information.
SummaryBroadcom, Apple Expand Custom Chip Partnership
1w ago00:44:03Summary readyBloomberg’s Ed Ludlow breaks down Apple's big bet on Broadcom for the future, extending its custom chip partnership through 2031. Plus, Microsoft eyes a massive reorganization of its Xbox unit with plans to eliminate 20% of its staff over the next year, and SK Hynix begins marketing its US listing with plans to sell roughly $28 billion in American depositary receipts.See omnystudio.com/listener for privacy information.
SummaryTesla Deliveries Jump 25%
2w ago00:43:53Summary readyBloomberg’s Ed Ludlow breaks down reports that OpenAI is holding early-stage discussions about giving the US government a 5% equity stake. Plus, Tesla's delivery numbers rose 25% from a year ago, beating Wall Street's expectations by a wide margin, the CEO of Microsoft's commercial business discuss the tech giant's plan to set up a new organization with 6,000 employees to help businesses use AI.See omnystudio.com/listener for privacy information.
SummaryMeta to Build Cloud Business to Sell Excess AI Compute
2w ago00:43:08Summary readyBloomberg’s Ed Ludlow breaks down Meta's plans to develop its own cloud infrastructure business aimed at selling access to AI computing power and models. Plus, the Trump administration lifts foreign access restrictions on Anthropic's Fable 5 AI model. And, Lime CEO Wayne Ting joins as the company gets ready to debut on the Nasdaq.See omnystudio.com/listener for privacy information.
SummaryChip Stocks on Track for Best Quarter Ever
2w ago00:44:11Summary readyBloomberg’s Ed Ludlow breaks down what's behind the chip stock rally, with the sector heading toward its best quarter ever. Plus, Taiwan raids the offices of Super Micro as part of an investigation into the alleged smuggling of Nvidia chips into China. And, how a billion-dollar misunderstanding has left Korean investors empty-handed in the blockbuster SpaceX IPO.See omnystudio.com/listener for privacy information.
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