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Bloomberg

The only daily news program focused exclusively on technology, innovation and the future of business.

Bloomberg Technology

Bloomberg’s Caroline Hyde and Ed Ludlow discuss earnings from Alphabet, Microsoft and Meta as Apple and Amazon prepare to report after the bell. Plus, Roblox CEO David Baszucki discusses the platform’s user growth which added to the company’s costs. And President Trump and China's Xi Jinping discussed trade and chips during a meeting in South Korea.

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Tech Earnings Show Heavy AI Spending Continuing

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s impact on the market as the chipmaker becomes the first $5 trillion firm off the back of its GTC event. Plus, Alphabet, Microsoft and Meta are all set to report results after the closing bell today. And AI startup Character.AI will ban kids from having conversations with chatbots on its platform.

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Nvidia Becomes First $5 Trillion Firm, Lifted by AI Boom

Bloomberg’s Caroline Hyde and Ed Ludlow discuss OpenAI’s agreement to give Microsoft a 27% stake in the startup as part of a restructuring plan that clears the path for the ChatGPT maker to become a for-profit business. Plus, the chair of Tesla’s board of directors talks about efforts to convince investors to approve the proposed $1 trillion compensation package for Elon Musk. And Nvidia plans to make a $1 billion equity investment in Nokia, this as Nvidia’s GTC conference gets underway in DC.

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OpenAI’s For-Profit Path Cleared

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Qualcomm’s jump into the AI data center market with new chips and computers that could challenge Nvidia. Plus, investors prepare for a big week of tech earnings with Microsoft, Google, Meta, Amazon and Apple all reporting. And Crusoe CEO Chase Lochmiller discusses the AI data center startup’s new $10 billion valuation.

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Qualcomm Takes Aim at Nvidia with New Chips

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Intel’s earnings, as the chipmaker returned to profitability and gave an upbeat revenue forecast. Plus, banks are preparing to launch a $38 billion debt offering to help fund data centers tied to Oracle. That comes as the Bank of England begins to probe data center lending amid fears of an AI bubble. And Mistral CEO Arthur Mensch discusses the company's release of a new platform to help enterprise clients make customizable AI tools.

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Intel Earnings Signal Possible Comeback

Intel gave an upbeat revenue forecast after personal computer demand grew, boosting optimism about a comeback attempt by the embattled chipmaker. 
 
Fourth-quarter sales will be $12.8 billion to $13.8 billion, the company said in a statement Thursday. The midpoint of that range, $13.3 billion, was just below Wall Street’s $13.4 billion average estimate. 
But some analysts were still including revenue from a unit that Intel just spun off — money that wasn’t part of the company’s forecast.

The shares gained about 3% in late trading after closing at $38.16. 

For instant reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Jay Goldberg, Senior Analyst of Semiconductors & Electronics with Seaport Research Partners

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Instant Reaction: Intel Gives Encouraging Forecast After PC Market Rebounds

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the plunge in Tesla’s profits that came despite record vehicle sales and the ongoing debate around the proposed trillion dollar pay package for Elon Musk. Plus, the White House says it is weighing broad software restrictions against China, as the country pushes for tech self-reliance. And T-Mobile’s incoming CEO Srini Gopalan discusses the company’s third quarter earnings as it adds 1 million new mobile phone subscribers.

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Tesla Costs Undermine Record EV Sales

Tesla posted third-quarter profit that fell short of Wall Street’s expectations despite record electric-vehicle sales, a sign of the pressure automakers are facing from shifting federal policies and rising costs.
 
Adjusted earnings were 50 cents per share in the period, the company said Wednesday in a statement. Analysts had expected 54 cents on average in estimates compiled by Bloomberg. Revenue was $28.1 billion.
 
For instant reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with:
 
 • Bloomberg Tech Co-Host Ed Ludlow
 • Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management
 
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Instant Reaction: Tesla Earnings Miss Despite A Sales Surge

Bloomberg’s Ed Ludlow looks at the impact of discussions between Anthropic and Google for the AI startup to take additional computing power from Google, valued in the high tens of billions of dollars. Plus, tech earnings season is underway with Netflix and Texas Instruments disappointing investors. And AT&T CEO John Stankey discusses the impact of the iPhone 17 launch and growth of broadband customers.

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Anthropic, Google Discuss Multibillion-Dollar Cloud Deal

Netflix said a tax dispute with Brazil cut into third-quarter earnings, marring results that otherwise fell in line with Wall Street estimates.
 
 
The world’s most valuable entertainment company posted quarterly operating income of $3.24 billion, according to a statement Tuesday, about $400 million below its own forecast and analysts’ estimates. The company’s outlook for the current quarter is largely in line with Wall Street projections.
 
Netflix had to pay about $619 million to settle a multiyear tax dispute with Brazilian authorities going back to 2022. The company had identified the potential risk in previous filings – but not in its earnings guidance — and said it would have beaten forecasts if not for the expense. Future payments will be smaller.“We don’t expect this matter to have a material impact on future results,” the company said.
For instant reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with:
 
 • Bloomberg News Media and Entertainment Editor Felix Gillette
 • Mark Douglas, President & CEO of MNTN
 • Bloomberg Intelligence Senior Media Analyst Geetha Ranganathan
 
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Instant Reaction: Netflix Says Tax Dispute Hurt Solid Quarter

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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Digesting DeepSeek's AI Impact

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