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.
260episodes
Episodes
Newest firstAll episodes
Earnings Special: SpaceX’s AI Splurge Puts a Damper on Debut Earnings After IPO
Yesterday00:19:40Summary readySpaceX stock fell after the company disclosed higher-than-expected spending on its artificial intelligence business, dampening an inaugural quarterly report that broadly surpassed Wall Street forecasts. Shares of Elon Musk’s rocket, satellite and AI conglomerate tumbled as much as 8.8% in US postmarket trading after it said capital spending jumped to about $18.4 billion in the second quarter. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, Bloomberg Tech co-host Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research See omnystudio.com/listener for privacy information.
SummaryPalantir Surges as AI Demand Accelerates
Yesterday00:43:56Summary readyBloomberg’s Ed Ludlow breaks down Palantir's blockbuster earnings results and strong commercial demand, with US commercial sales in the second quarter rising 149% from a year earlier. Plus, Apple exceeded $10 billion in annual sales in India for the first time last fiscal year. And, Palo Alto Networks doubles down on AI-powered cyber defense.See omnystudio.com/listener for privacy information.
SummarySpecial Edition: Hugging Face CEO Clement Delangue Talks OpenAI Hack
2d ago00:19:40Summary readyHugging Face CEO Clement Delangue discusses OpenAI models' hack on Hugging Face last month and the future of AI regulation. Talking about the hack, Delangue, said that while companies want AI agents to think outside the box, they don't want AI to 'think outside the sandbox' and stay in the closed testing environment. Delangue also discussed government involvement in AI regulation and said that there is a risk that too much government intervention would result in a 'concentration of power' and said that is one of the biggest risks in the AI space. He talks to Bloomberg's Ed Ludlow. See omnystudio.com/listener for privacy information.
SummaryChina's AI Push Meets Amazon's Cloud Surge
2d ago00:46:08Summary readyBloomberg’s Ed Ludlow breaks down Alibaba's latest Qwen model, its biggest ever, claiming performance on par with Anthropic. Plus, AWS CEO Matt Garman joins after Amazon surpassed $3 trillion in market value for the first time, extending gains after a big cloud and AI-driven earnings report last week. And, we dive into the details of the new Apple Upgrade program and iPhone-maker's next era of growth as the company reinvents itself as a subscription giant.See omnystudio.com/listener for privacy information.
SummaryAmazon Soars, Apple Struggles, AI Faces New Scrutiny
5d ago00:45:59Summary readyBloomberg’s Ed Ludlow breaks down Tim Cook's final Apple earnings call as CEO - a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon's shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI's breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity tests.See omnystudio.com/listener for privacy information.
SummaryInstant Reaction: Apple Slides After Supply Shortages Hurt Its Sales Forecast
6d ago00:10:27Summary readyApple tumbled in late trading after component shortages weighed on the company’s sales forecast, signaling that industrywide supply constraints are taking a bigger toll than anticipated. Revenue will rise 9% to 11% in the fiscal fourth quarter, which runs through September, the company said on a post-earnings conference call Thursday. Analysts had estimated growth of more than 12%. 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 Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech See omnystudio.com/listener for privacy information.
SummaryInstant Reaction: Amazon Reports Cloud Sales Growth for Fifth Straight Quarter
6d ago00:18:10Summary readyAmazon.com reported cloud-computing revenue that beat analyst estimates, with booming demand for artificial intelligence services accelerating sales for the fifth straight quarter. Revenue jumped 37% to $42.2 billion at Amazon Web Services, which generates about a fifth of the company’s revenue and most of its operating profit, the company said Thursday in a statement. It was the fastest pace of growth since the fourth quarter of 2021. Analysts, on average, forecast sales of $40.6 billion, according to data compiled by Bloomberg.For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, Bloomberg Tech co-host Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-Commerce and Athleisure Anurag Rana, Bloomberg Intelligence Senior Technology Analyst See omnystudio.com/listener for privacy information.
SummaryAI Winners and Losers Emerge
6d ago00:45:15Summary readyBloomberg’s Ed Ludlow breaks down big tech's earnings, with Microsoft soaring on cloud growth as its AI gets traction, while Meta plummets as Zuckerberg's AI pitch falls flat on high spending. Plus, Qualcomm CEO Cristiano Amon joins after the company warns of component shortages and rising costs, and all eyes are on Apple as Tim Cook gives his last earnings report as CEO.See omnystudio.com/listener for privacy information.
SummaryEarnings Roundup: Meta, Microsoft & Qualcomm
1w ago00:17:40Summary readyListen for instant reaction and analysis of megacap tech earnings from Meta, Microsoft and Qualcomm. Meta Platforms gave a disappointing revenue forecast for the current quarter, intensifying investor concerns about the social media giant’s unprecedented spending on artificial intelligence and sending shares lower afterhours. Microsoft’s cloud unit grew at the fastest pace in four years, suggesting that the company’s computing infrastructure and artificial intelligence services continue to make inroads with businesses. Shares of Microsoft rose in extended trading. Qualcomm, the largest maker of smartphone processors, gave a weak profit forecast for the current quarter, signaling that component shortages and rising costs are taking a toll on its main market. The company’s stock fell afterhours. To break down all of this, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, Host, Bloomberg Tech Mandeep Singh, Global Head of Technology Research, Bloomberg Intelligence See omnystudio.com/listener for privacy information.
SummaryMarkets Brace for Microsoft and Meta Earnings
1w ago00:44:06Summary readyBloomberg’s Ed Ludlow breaks down why SK Hynix's Korean shares slumped even after reporting a six-fold jump in profit and raised capital spending to a record $31 billion. Plus, SoFi CEO Anthony Noto joins following the company's earnings topping Wall Street estimates, but showing high expenses; and big tech earnings are on the docket, with Microsoft and Meta coming next.See omnystudio.com/listener for privacy information.
Summary