Tariffs Weigh on Amazon and Apple, Increasing US Energy for the AI Arms Race
Bloomberg’s Caroline Hyde and Ed Ludlow discuss a busy week of tech earnings. Plus, US Energy Secretary Chris Wright explains the Trump administration's plans to boost US electricity output to support AI development. And Roblox CEO David Baszucki talks about the company’s earnings and growth strategy.See omnystudio.com/listener for privacy information.
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43:35
Microsoft and Meta Allay Investors’ Tariff Fears; A Court Deals Apple an Epic Blow
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Microsoft’s and Meta’s earnings beats. Plus, Carolina Milanesi, President and Principal Analyst at Creative Strategies, explains what investors are waiting to hear from Apple when the iPhone maker reports results. Andy McLoughlin, Managing Partner at Uncork Capital, also joins to talk about the firm's new $300 million fund and its search for the next big AI startup.See omnystudio.com/listener for privacy information.
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43:04
Super Micro and Snap Warn of Economic Headwinds, Grab Raises Forecast
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in Super Micro’s shares after the server maker preannounced results that fell well short of analysts' estimates. Plus, Boston Dynamics CEO Robert Playter discusses the future of robotics and competition with Tesla. And Grab CFO Peter Oey explains why the Southeast Asian delivery company raised its earnings forecast.See omnystudio.com/listener for privacy information.
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46:30
White House Calls Out Amazon, SoFi CEO Weighs in on Earnings and Regulation
Bloomberg’s Caroline Hyde and Ed Ludlow dive into the White House calling out Amazon after reports that it would display the cost of US tariffs on products - which Amazon later denied. Plus, Spotify shares fall after giving a muted outlook for profit, and SoFi CEO Anthony Noto says the Trump administration’s regulatory reforms will allow the online bank to offer more products.See omnystudio.com/listener for privacy information.
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42:47
IBM Pledges $150B US Investment, Apple Shakes Up AI Unit
Bloomberg’s Caroline Hyde discusses IBM's plans to invest $150 billion over the next five years in the US. Plus, Palo Alto Networks’ CEO joins on the company's latest acquisition. And FPV managing partners, Pegah Ebrahimi and Wesley Chan, talk about finding startups that outlive the AI hype and withstand an economic downturn.See omnystudio.com/listener for privacy information.
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