エピソード

  • Alphabet’s Mega Bond Plans Includes 100-Year Offering
    2026/02/09

    Bloomberg’s Caroline Hyde and Ed Ludlow discuss Alphabet’s debt plans, as sources tell Bloomberg the Google parent is looking at $15 billion in US high-grade debt and a rare 100-year sterling-denominated note. Plus, Bitcoin slips back below $70,000 after a roller-coaster ride at the end of last week. And Apple is set to debut a slew of new products in the coming weeks, including a new iPhone 17e and updated iPads and Macs.

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    44 分
  • Amazon's Big Spending Plans and Bitcoin's Rebound
    2026/02/06

    Bloomberg's Caroline Hyde and Ed Ludlow take a look at shares of Amazon dropping after announcing plans to spend $200 billion this year on data centers, chips, and other equipment. Plus, Bitcoin rebounded after plummeting on Thursday and nearing the $60,000 level, and the CEOs of Roblox, Affirm, and Warner Music Group break down their companies' earnings.

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    44 分
  • Tech Earnings: Google’s Spending, Arm’s AI Data Center Push
    2026/02/05

    Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as investors react to a huge capital expenditure increase from Google. Plus, Arm CEO Rene Haas explains the chip designer’s outlook and growth in its data center business. And Qualcomm CEO Cristiano Amon talks about the potential impact from component shortages on its revenue for the period.

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    44 分
  • AMD Forecast Fails to Impress Investors
    2026/02/04

    Bloomberg’s Caroline Hyde and Ed Ludlow discuss AMD’s sales forecast that underwhelmed investors and sent the chipmaker's shares falling. Plus, the selloff continues across tech markets as fears of AI disruption take hold following the release of Anthropic's new automation tool. And, Bloomberg reports Nvidia is nearing a deal to invest $20 billion in OpenAI, with the AI company looking to raise up to $100 billion for a new funding round.

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    41 分
  • Disney Taps Parks Chief to be CEO, Palantir Gives Strong Sales Outlook
    2026/02/03

    Bloomberg’s Caroline Hyde and Ed Ludlow discuss Palantir’s revenue forecast that beat Wall Street expectations, sending its shares up. Plus, Disney Chairman James Gorman discusses the company’s decision to appoint its parks chief Josh D'Amaro as the next CEO. And Elon Musk confirms plans to combine SpaceX and xAI in a deal valuing the merged entity at $1.25 trillion.

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    44 分
  • Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo
    2026/02/02

    Bloomberg’s Caroline Hyde discusses Disney's earnings lifted by record results in its parks division. Plus, Oracle kicks off a massive bond sale as the software giant looks to raise $45 billion to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity. And sources say Elon Musk is in advanced talks to combine SpaceX with xAI.

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    43 分
  • Musk Empire Merger Possibility, Memory Costs Weigh on Apple
    2026/01/30

    Bloomberg’s Caroline Hyde and Ed Ludlow discuss how President Trump’s selection of Kevin Warsh to be the next chair of the Federal Reserve, is affecting tech markets. Plus, Apple reports record sales but the rising cost of memory worries investors. And SpaceX is said to be considering a merger with Tesla or xAI.

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    44 分
  • AI Spending Delivers Mixed Results to Stocks
    2026/01/29

    Bloomberg’s Caroline Hyde and Ed Ludlow discuss AI capital expenditures after Meta, Microsoft and Tesla all reported raising spend in their earnings. Plus, Apple is set to release results after the bell with investors focused on holiday sales and memory costs. And, Amazon reported hundreds of thousands of pieces of content it believed included child sexual abuse material, which it found in data gathered to improve its AI models.

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    44 分