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Latest Episodes:

X Super-App Changes and the Race to a Bitcoin ETF Aug 31, 2023

Show notes

Bloomberg's Ed Ludlow breaks down why X is changing its policy to expand data collection and offering new features. Plus, Bitcoin ETF deadlines are looming for the SEC.

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The PC Slump and Apple's iPhone Event Aug 30, 2023

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Bloomberg’s Caroline Hyde and Ed Ludlow break down how the PC slump impacted HP, falling by the most in three years after cutting its profit outlook. Plus, what to expect from Apple’s iPhone 15 event.

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Bitcoin ETF Gets Green Light Aug 29, 2023

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Bloomberg's Caroline Hyde and Ed Ludlow break down the significance of a US court paving the way for the first Bitcoin ETF in the US. Plus, the latest in tech earnings, and the impact of AI on wealth management.

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Tech IPO Market and Apple's iPad Revamp Aug 28, 2023

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Bloomberg's Caroline Hyde and Ed Ludlow break down what Instacart's IPO means for the tech IPO landscape. Plus, Apple is revamping the iPad Pro for the first time in half a decade.

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Fizzling Tech Rally and Affirm's Revenue Beat Aug 25, 2023

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Bloomberg's Caroline Hyde and Ed Ludlow break down whether or not the tech rally is exhausted. Plus, BNPL company Affirm beats revenue estimates and China's Meituan falls after warning that growth in its core meal delivery business will slow amid economic turbulence.

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Nvidia Earnings and Twilio's New AI Tool Aug 24, 2023

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Bloomberg's Caroline Hyde and Ed Ludlow break down Nvidia's earnings knocking it out of the park. Plus, Twilio launches new AI-powered features and AI startup Hugging Face nabs a $4.5 billion valuation.

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Peloton Plunges, Nvidia Set to Report & Huawei's Secret Chip Network Aug 23, 2023

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Bloomberg's Caroline Hyde and Ed Ludlow break down earnings results from Peloton as the fitness company plunges amid a disappointing outlook. Plus, a preview of Nvidia's earnings as investors look to see if the AI rally has staying power. And, a Bloomberg exclusive on how telecommunications giant Huawei may be building a secret network of chip fabrication center across China.

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Arm Files for its IPO, Zoom CFO on Earnings & Microsoft's Final Activision Push Aug 22, 2023

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Bloomberg's Caroline Hyde and Ed Ludlow discuss Arm's filing for its IPO which will be the biggest of 2023. Plus, Zoom CFO Kelly Steckelberg joins to discuss the video-conferencing company's earnings. And, Microsoft pushes to get its Activision deal done by submitting a new bid to the CMA in the UK.

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Arm Readies its IPO, Threads Goes on the Web Aug 21, 2023

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Bloomberg's Caroline Hyde discusses Arm's potential IPO which is expected to be the biggest of the year. Plus, a conversation with venture capitalist and entrepreneur Keith Rabois on how his company OpenStore is helping small businesses grow online. And, Meta plans to launch a web version of its microblogging app Threads early this week, in the latest challenge to take on competitor X.

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Tech Sector Outlook, Crypto Turmoil, Arm's IPO Aug 18, 2023

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Bloomberg's Caroline Hyde discusses the outlook for the tech sector as analysts call out a perfect storm in the markets. Plus, calm in the crypto sector comes to an end as liquidations exceed $1 billion in 24 hours. And, chipmaker Arm is said line up 28 banks for its initial public offering, which is expected to be the biggest IPO of the year.

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