Episódios
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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.
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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.
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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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Bloomberg's Caroline Hyde and Mike Shepard discuss the future for TikTok as the US Supreme Court upholds a law that would potentially ban the social media platform in the US. And, tech leaders gather for Trump's inauguration. Plus, SpaceX's Starship rocket explodes in its 7th while Blue Origin posts a successful launch of its Glenn rocket as it reaches orbit.
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Bloomberg's Caroline Hyde and Mike Shepard discuss the SEC's pressure on Elon Musk as they sue the tech billionaire for alleged disclosure violations. And, a look at SpaceX's success as the company launches two probes headed to the moon while rescheduling its Starship test flight. Plus, we speak with Rep. Raja Krishnamoorthi of Illinois as the US awaits TikTok's fate.
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As TikTok's US ban looms, Bloomberg's Caroline Hyde and Mike Shepard detail China's options to save the company in the US, including a possible sale to Elon Musk. And, Nvidia's Jensen Huang heads to China amid chip export curbs. Plus, a look at the future of space infrastructure with startup Loft Orbital.
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Bloomberg's Caroline Hyde and Mike Shepard look at Nvidia as reports emerge that some of the chipmaker's customers face new delays and the White House is planning for more chip export restrictions. And, Apple's iPhone sales drop 5% globally as Chinese competition heats up, and how companies like Lyft are helping with relief efforts in California's raging wildfires.
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Bloomberg's Caroline Hyde breaks down the latest with TikTok as the Supreme Court signals upholding the ban despite a surprising acquisition bid. Plus, a look at how tech deals might fare in 2025.
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Bloomberg's Caroline Hyde looks at Samsung's next steps as the company posts disappointing quarterly results but sees a stock boost from Nvidia's optimism. Plus, Bloomberg's Ed Ludlow sits down with the CEOs of Mobileye, Panasonic US and Siemens US to discuss how the companies are leveraging AI in 2025.
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Bloomberg's Caroline Hyde dives into Nvidia as the company announces new graphics cards at CES, and Ed Ludlow sits down with CEO Jensen Huang. Plus, Meta dials back on fact-checking across its platforms, and some of China's tech giants get added to the US's military blacklist.
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Bloomberg's Caroline Hyde looks at what we can expect from CES 2025 ahead of the expo's debut. And, shares of Fubo soar as the company joins Disney's Hulu + Live TV. Plus, TikTok faces more scrutiny as the social media company comes under allegations of facilitating the "grooming" of minors.
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Bloomberg's Tim Stenovec and Katie Greifeld discuss Meta's new political position as longtime Republican Joel Kaplan takes the helm as President of Global Affairs. And, what's next for TikTok as its ban deadline draws ever closer. Plus, China flexes its lithium dominance by planning tougher scrutiny on exports of technology to make battery materials.
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