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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.
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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.
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Saknas det avsnitt?
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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.
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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.
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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.
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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.
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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.
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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.
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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/460OMkaSee omnystudio.com/listener for privacy information.
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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.
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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 HydeSee omnystudio.com/listener for privacy information.
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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 RanaSee omnystudio.com/listener for privacy information.
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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.
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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?
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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.
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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/460OMkaSee omnystudio.com/listener for privacy information.
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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.
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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.
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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.
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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.
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- Visa fler
