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Amazon.com gave a weaker-than-expected forecast for operating profit in the current quarter, pointing toward tariffs and trade policies that may cause consumers to pull back on spending. The world’s largest online retailer projected operating profit of $13 billion to $17.5 billion, compared with an average estimate of $17.8 billion. Sales will be $159 billion to $164 billion in the period ending in June, the company said Thursday in a statement. Analysts, on average, expected $161.4 billion.
Bloomberg Technology co-host Caroline Hyde Bloomberg Intelligence senior US e-commerce and retail analyst Poonam Goyal
Amazon shares have fallen about 13% this year as Wall Street weighs the impact of President Donald Trump’s tariffs on a retail operation that sources much of its goods from China. Investors are generally bullish on the company’s efforts to become a major force in artificial intelligence, but there are concerns that Amazon’s prodigious spending on data centers may not translate into meaningful sales growth any time soon.
Amazon Web Services, the largest seller of rented computing power, reported first-quarter sales gained 17% to $29.3 billion, in line with analysts’ estimates. It was the unit’s slowest growth in a year.
For instant reaction and analysis, hosts Carol Massar and Tim Stenovec speak with:See omnystudio.com/listener for privacy information.
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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.
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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.
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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.
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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.
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Bloomberg’s Caroline Hyde and Ed Ludlow speak with Greylock partner and LinkedIn co-founder Reid Hoffman about AI policy and investing amid global trade tensions. Plus, Kamyl Bazbaz from the privacy-focused search company DuckDuckGo discusses what changes to Google could create a more even playing field in search. And BNP Paribas’s David O'Connor joins to talk about Intel's disappointing first-quarter results.
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Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as Alphabet prepares to report after the bell, setting the tone for Magnificent Seven results. Plus, ServiceNow CEO Bill McDermott discusses the company’s outlook amid the threat of tariffs and the government's cost-cutting efforts. And Neo CEO Ali Partovi explains why he still focuses on backing founders with computer science backgrounds, even as AI takes over coding tasks.
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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the market gains on the hope of easing trade tensions. Plus, Tesla retail investor Alexandra Merz discusses Elon Musk’s plan to step back from government and why she thinks the company can dominate in full-self-driving. And Jack Mallers, CEO of Twenty One Capital explains how the new Bitcoin firm started by Cantor Fitzgerald, Tether and SoftBank plans to build wealth for investors.
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Bloomberg’s Caroline Hyde and Ed Ludlow speak with Northwood CEO Bridgit Mendler about her space infrastructure startup’s Series A funding round, co-led by Andreessen Horowitz. Plus, Construction Capital General Partner, Dayna Grayson discusses its latest $300 million fund focused on tech to improve US manufacturing sectors. And Marta Norton, Chief Investment Strategist at Empower, joins to explain why tech valuations are becoming more approachable for investors.
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Bloomberg’s Caroline Hyde discusses the possible breakup of Google with former Nebraska Attorney General Doug Peterson. Plus, Michelle Giuda, CEO of the Krach Institute for Tech Diplomacy at Perdue, says TSMC has leverage to prevent its chips from ending up in China. And, Rich Greenfield from Lightshed Partners explains why Netflix’s global production gives it an advantage over competitors.
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Bloomberg's Ed Ludlow details the pressures facing Nvidia and the semiconductor sector as CEO Jensen Huang heads to China. And, Archer Aviation unveils a new air taxi plan to transform NYC's skies. Plus, Wall Street eyes streaming as a tariff safe-haven ahead of Netflix earnings.
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Bloomberg's Ed Ludlow details the tech stock rout as chipmakers like Nvidia and ASML warn of stresses from President Trump's tariffs. And, Lyft enters the European market, purchasing FreeNow in a nearly $200M deal. Plus, a conversation with President Trump's chief technology advisor and director of the White House office of Science and Technology policy, Michael Kratsios.
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Bloomberg's Ed Ludlow details the trade probes initiated on semiconductor and pharmaceutical imports. And, Nvidia's expansions get expedited as President Trump pledges to help fast track permits for the tech giant and others investing in the US. Plus, how US satellite startup Astranis is preparing Taiwan for a potential digital blackout.
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Bloomberg’s Ed Ludlow discusses Trump's comments on tech tariff reprieves being only temporary. Plus, William Kovacic, George Washington University Law Professor, on Meta facing an FTC antitrust trial. And Dr. Ezinne Uzo-Okoro of Harvard University describes Blue Origin's all-female space flight.
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Check out the new Stock Movers Podcast from Bloomberg. Subscribe for five-minute episodes on today's winners and losers in the stock market.
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Bloomberg’s Caroline Hyde and Ed Ludlow discuss how the US-China tit-for-tat tariffs are impacting tech policy. Plus, Mitchell Green, Managing Partner at Lead Edge Capital discusses why he’s still bullish on China and why he hasn't purchased more ByteDance shares despite the company's 29% revenue growth. And Rylan Hamilton, CEO of Blue Water Autonomy describes the startup’s efforts to build autonomous ships as the US looks to boost its shipbuilding capacity.
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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact tariff uncertainty is having on tech stocks. Plus, Nancy Tengler of Laffer Tengler talks about what she is buying amid market weakness. And Jay Hatfield, CEO of Infrastructure Capital Advisors remains positive on the US economic outlook despite trade uncertainty.
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Bloomberg’s Caroline Hyde and Ed Ludlow discuss markets' continued volatility as investors race to react to global tariffs. Plus, Rhodium Group’s Reva Goujon explains why US tech companies should brace for more than a tariff impact from Chinese retaliation. And Ben Lerer, Managing Partner at Lerer Hippeau, discusses the firm’s $200 million ninth seed fund and how he’s advising portfolio companies on tariffs.
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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the market rebound as investors react to hopes for trade deals. Plus, former Treasury Secretary Larry Summers discusses the possibility of a recession. And Wedbush Securities’ Dan Ives says Elon Musk needs to leave the government to turn the fortunes of Tesla shares around.
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Bloomberg’s Caroline Hyde and Ed Ludlow discuss turmoil in the markets as tariff uncertainty sends tech stocks whipsawing. Plus, Samm Sacks, New America senior fellow, joins to talk about how the trade war with China is weighing on a possible deal to sell TikTok to a US buyer. And Greg Martin, co-founder of Rainmaker Securities joins to explain what conflicting liquidity pressure and market turmoil mean for the IPO market.
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