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Latest Episodes:

Red Sea Shipping Disruption and Tesla's China Price Cuts Jan 12, 2024

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Bloomberg's Caroline Hyde and Ed Ludlow break down what the Red Sea disruption following the US and UK strikes on Houthi targets means for the global supply chain. Plus, Tesla shuts down its German plant amid the disruption.

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SEC Approves Bitcoin ETFs, Hertz Selling 20K EVs, Silicon Valley Layoffs Jan 11, 2024

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Bloomberg's Ed Ludlow and Caroline Hyde break down the SEC's decision to approve spot Bitcoin ETFs. Plus, Hertz reverses course on its EV ambitions after announcing it's selling 20,000 electric vehicles. And, tech giants kick start the year with more layoffs announced - jolting employees in Silicon Valley.

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SEC X Account Hacked, HPE & Juniper's $14B Deal, CES in Las Vegas Jan 10, 2024

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Bloomberg's Ed Ludlow and Caroline Hyde break down what happened with the SEC's X account being compromised. Plus, HPE announces it's going to buy Juniper Networks for $14 billion. And, the US CEOs of Panasonic and Siemens AG sit down with us at CES.

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Everything AI at CES and Amazon Debuts Latest Streaming Feature Jan 09, 2024

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Bloomberg's Caroline Hyde and Ed Ludlow speak with CEOs of Qualcomm and Mobileye at CES in Las Vegas. Plus, Amazon debuts a video-streaming feature to rival Apple Airplay.

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Nvidia's New Chip and Elon Musk's Reported Drug Use Jan 08, 2024

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Bloomberg's Caroline Hyde and Ed Ludlow break down Nvidia's new chips as CES kicks off in Las Vegas. Plus, Elon Musk's reported drug use is a new headache for the boards of Tesla and SpaceX.

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AI's Impact on Hiring and Huawei Laptop Teardown Jan 05, 2024

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Bloomberg's Caroline Hyde and Ed Ludlow get a read on the state of the labor market and how AI will impact hiring in 2024 amid a strong US jobs report. Plus, a teardown of Huawei's newest laptop reveals its chips are powered by TSMC, throwing cold water on talks about another technological breakthrough for the sanctioned company.

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Apple's Second Downgrade, Mobileye Prompts Chip Stock Rout Jan 04, 2024

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Bloomberg's Caroline Hyde and Ed Ludlow break down Apple's second downgrade in a week as analysts caution on slowing iPhone demand. Plus, Mobileye plunges as its full-year revenue forecast falls short of Wall Street estimates, and new data painting a bleak picture for Silicon Valley.

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Disney's Board of Directors and Bitcoin Reverses Course Jan 03, 2024

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Bloomberg's Caroline Hyde and Ed Ludlow break down Disney's fight against activist Nelson Peltz as it wins the support of ValueAct Capital for its board nominees. Plus, Bitcoin wipes out gains from this year as uncertainty lingers around the SEC's ETF decision.

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Apple's Downgrade and Tesla's Deliveries Jan 02, 2024

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Bloomberg's Caroline Hyde and Ed Ludlow break down why Barclays is cutting Apple to underweight for the first time since 2019. Plus, Tesla falls behind China's BYD in quarterly EV sales.

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Tencent Leads $80 Billion Rout, Musk Lashes out on Financial Markets, ChatGPT's Competitors Dec 22, 2023

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Bloomberg's Caroline Hyde and Ed Ludlow break down curbs on China's gaming companies. Plus, Elon Musk lashes out at public markets in the US. And, 2023 saw a growing list of competitors to ChatGPT, what's ahead for 2024?

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