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New York Tech Sector Prepares for Mayor-Elect Mamdani Nov 05, 2025

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Bloomberg’s Ed Ludlow discusses AMD’s earnings as AI valuation concerns from investors continue. Plus, New York City’s tech sector prepares to work with the city’s Mayor-elect Zohran Mamdani. And all eyes on Tesla as the company's shareholders are set to vote on the proposed $1 trillion pay package for Elon Musk.

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Investors Question AI Valuations Nov 04, 2025

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in tech shares as concerns grow about the sustainability of the AI rally. Plus, as earnings season continues, they break down results from Palantir, Uber, Spotify and Grab. And the world's largest sovereign wealth fund votes against Tesla's proposed pay package for CEO Elon Musk.

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Amazon, OpenAI Strike $38 Billion Nvidia Chip Deal Nov 03, 2025

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Bloomberg’s Caroline Hyde discusses Amazon’s $38 billion deal to supply OpenAI with Nvidia chips, as the AI investment boom continues. Plus, Xiaomi's pivot from smartphones to electric vehicles may have come at a human cost. And Palantir’s earnings are expected to show continued excitement for AI and defense tech.

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Amazon Shares Soar on Cloud Growth Oct 31, 2025

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Bloomberg’s Caroline Hyde discusses investors' reactions to earnings releases from Amazon, Apple, Twilio and others. Plus, Nvidia CEO Jensen Huang still hopes to sell its Blackwell chips to customers in China. And CoreWeave CEO Michael Intrator says his company’s relationship with Core Scientific is still strong, even after the latter’s shareholders rejected an acquisition offer.

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Tech Earnings Show Heavy AI Spending Continuing Oct 30, 2025

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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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Nvidia Becomes First $5 Trillion Firm, Lifted by AI Boom Oct 29, 2025

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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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OpenAI’s For-Profit Path Cleared Oct 28, 2025

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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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Qualcomm Takes Aim at Nvidia with New Chips Oct 27, 2025

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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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Intel Earnings Signal Possible Comeback Oct 24, 2025

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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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Tesla Costs Undermine Record EV Sales Oct 23, 2025

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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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