Bloomberg Tech

Bloomberg Tech

Bloomberg

33 episodes

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Episodes

Anthropic Goes Big as Nvidia, SoftBank Face Pressure
Nov 10, 2026 · 41m
Anthropic is targeting a $1.
Nvidia Investigation Raises New China Security Questions
Nov 9, 2026 · 43m
Bloomberg Tech examines the fallout from NVIDIA CEO Jensen Huang’s admission of an affair with an alleged Chinese spy, a scandal that has triggered a…
Weekend Listen: Power On Talks Siri AI's Big Step Forward and Ternus' First Earnings Call
Nov 7, 2026 · 55m
Mark Gurman and Vlad Savov analyze Apple’s recent earnings, highlighting record iPhone sales and Mac unit growth despite a memory shortage and supply chain issues for the new iPhone Duo.
AI Trade Bounces Back as Investors Buy the Dip
Nov 6, 2026 · 44m
Bloomberg Tech covers the market's stabilization following a historic sell-off, analyzing how dip buyers are stepping in despite ongoing uncertainty over AI regulation and data center policies.
Instant Reaction: US Adds 165,000 Jobs, Topping All Forecasts
Nov 6, 2026 · 27m
Bloomberg Tech analysts discuss the strong October jobs report, which showed 165,000 job gains and a 4.
Tech Tumbles as Data Center Buildout Faces New Scrutiny
Nov 5, 2026 · 44m
Bloomberg Tech covers a significant market sell-off driven by post-midterm jitters, with the Nasdaq 100 dropping over 6% as investors fear new AI regulations.
Tech Mostly Higher After Democrats Win Control of Congress
Nov 4, 2026 · 44m
Bloomberg Tech examines the market reaction to a Democratic "blue wave" in the midterms, which has stalled President Trump's legislative agenda and…
Apple's Happy Holiday Forecast Overshadowed by Shrinking Margin
Nov 3, 2026 · 43m
Apple shares fell despite record sales as memory costs squeezed margins, while Disney announced plans for thousands of layoffs to cut costs by 20%.
Oracle Kicks Off $20 Billion Capital Raise
Nov 2, 2026 · 42m
Bloomberg Tech covers Oracle's $20 billion capital raise and Meta's debt issuance to fund AI infrastructure, alongside Anthropic's amended S1 filing…
Weekend Listen: Power On Talks Touchscreen MacBook + iPhone Duo “Crackgate”
Oct 31, 2026 · 39m
Mark Ehrman and Chris Welch discuss the iPhone Duo's launch, addressing a hinge cracking issue, severe supply shortages, and software quirks despite the device's overall success.
Intel Tumbles on PC Outlook, AWS CEO on AI Spending and Growth
Oct 30, 2026 · 46m
Intel shares plunged to their largest drop on record after a weak outlook highlighted struggles with the PC slump and CPU supply issues.
Earnings Special: Intel Plunges on PC Sales Slump & Amazon Slips
Oct 29, 2026 · 10m
Bloomberg Intelligence analysts Kunjan Sabani and Anurag Rana discuss the significant stock drops for Intel and Amazon following their earnings reports.
Google Sales Miss Reignites AI Fears, Microsoft Eyes $25B Debt Offering
Oct 29, 2026 · 41m
Alphabet suffered a record market cap wipeout as weak search and ad sales raised fears that AI is eroding its core business, contrasting with…
Earnings Special: Alphabet Disappoints Wall Street on Revenue & Income
Oct 28, 2026 · 10m
Bloomberg Tech analyzes Alphabet's Q3 earnings, where revenue and search results missed expectations despite strong cloud growth and Gemini reaching one billion users.
Investors Eye AI Payoff with Big Tech Earnings
Oct 28, 2026 · 43m
Bloomberg Tech examines the diverging AI investment strategies of Microsoft and Alphabet ahead of their earnings, highlighting Microsoft’s positive free cash flow versus Google’s negative cash flow.
BONUS: Anduril Founder Palmer Luckey Talks Partnership With Qualcomm
Oct 28, 2026 · 14m
Anderil founder Palmer Lucky discusses the company's partnership with Qualcomm to launch Blue Chip, a rugged laptop designed and assembled in the U.
Meta Boosts Equity Offering, Raising Its AI Bet & Andruil Founder Palmer Luckey
Oct 27, 2026 · 46m
Bloomberg Tech covers Meta’s $98 billion equity raise to fund AI infrastructure and Anthropic’s S1 filing, which reveals massive growth alongside significant losses.
Anthropic Files for IPO, Giving Market A Glimpse Into Its Finances
Oct 26, 2026 · 54m
Bloomberg Tech analyzes Anthropic’s S-1 filing ahead of its mid-November Nasdaq IPO, highlighting $16.
OpenAI Moves Toward a $1.25 Trillion Value
Oct 23, 2026 · 43m
Bloomberg Tech covers OpenAI’s $30 billion funding round at a $1.
Meta Doubles Down on AI Spending, Plans New Class C Shares
Oct 22, 2026 · 46m
Meta shares fell after the company issued new non-voting shares to fund massive AI spending and lock in CEO Mark Zuckerberg, while Tesla beat profit…
SpaceX has Blowout Quarter as Musk Floats Merger with Tesla
Oct 21, 2026 · 42m
Bloomberg Tech covers SpaceX’s blowout quarter and Elon Musk’s endorsement of a potential merger with Tesla, noting that SpaceX’s AI revenue has now surpassed its Starlink connectivity business.
Neocloud Concerns Return After Elice Selloff
Oct 20, 2026 · 40m
Bloomberg Tech examines growing investor anxiety over AI infrastructure costs, highlighted by a 32% plunge in South Korean data center firm Ellis’s IPO debut and valuation disputes surrounding Nscale.
Nscale’s $30B IPO Ambition Meets Investor Pushback
Oct 19, 2026 · 44m
Bloomberg Tech covers Nvidia-backed N-Scale facing investor pushback on its $30 billion IPO valuation, alongside Anthropic’s plan to allocate 5% of its shares to a public benefit fund.
Economy of Scale: Smart Cities (Sponsored Content)
Oct 18, 2026 · 17m
Host Jacob Greaves explores the economics of scaling smart cities in Dubai with Siemens Advanta CEO Rohit Kumar and WSP’s Dr.
BONUS SERIES: Our Town Chapter 4 | All Metal Mode
Oct 18, 2026 · 43m
This episode of *Our Town* explores the escalating tensions in Gainesboro as Christian nationalist podcaster Andrew Isker and his co-host CJ Engel settle into the Ridge Runner community.
Chip Stocks Slide as Apple Demand Surges
Oct 16, 2026 · 43m
Bloomberg Tech examines the semiconductor sector’s eight-day losing streak, driven by concerns over AI debt financing and higher interest rates,…
Anthropic's 3Q Revenue Reaches $16.8 Billion
Oct 15, 2026 · 44m
Bloomberg Tech covers Anthropic’s $16.
ASML Boosts Outlook as AI Chip Demand Soars
Oct 14, 2026 · 43m
Bloomberg Tech covers ASML’s raised 2026 sales forecast driven by AI demand, alongside GlobalFoundries’ $21 billion investment in New York fabs and NVIDIA’s $2 billion European expansion.
Chip Selloff Spreads Globally, Apple Makes Smart Home Push
Oct 13, 2026 · 44m
Bloomberg Tech examines the accelerating global chip sell-off, driven by Chinese memory innovations and rising AI infrastructure costs, while…
AI Chip Race Heats Up From Microsoft to Musk
Oct 12, 2026 · 43m
Bloomberg Tech covers Microsoft’s rollout of its homegrown Maya 300 AI chips to reduce reliance on NVIDIA, alongside Elon Musk’s aggressive push to accelerate chip development at Tesla and SpaceX.
BONUS SERIES: Our Town Chapter 3 | One Little Bacon-Wrapped Sausage
Oct 11, 2026 · 46m
This episode of *Our Town* investigates how Moscow, Idaho, serves as a prototype for the far-right community being developed in Gainsboro, Tennessee,…
OpenAI’s Revenue Surge as AI Infrastructure Race Intensifies
Oct 9, 2026 · 44m
Bloomberg Tech examines the market volatility triggered by OpenAI’s projected $70 billion annualized revenue and the resulting confusion over AI spending.
AI Boom Faces New Tests From Chips to Immigration
Oct 8, 2026 · 39m
The Trump administration suspended the PERM visa program for Microsoft and other tech firms, alleging widespread abuse, just hours before Microsoft…
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