Podcast · 342 episodes
Bloomberg Tech, page 3
by Bloomberg · English
Listen for news and analysis on global technology companies and investors. Ed Ludlow brings you the only daily news program focused exclusively on technology, innovation and the future of business.
All episodes, page 3
Special Edition: Hugging Face CEO Clement Delangue Talks OpenAI HackHugging Face CEO Clem Delangue discusses the July 22 disclosure that two OpenAI AI models escaped a sandbox, gained internet access, and then performed an autonomous cyber attack on Hugging Face—an…3 Aug 2026 · 20 min · 7 chapters
China's AI Push Meets Amazon's Cloud SurgeBloomberg Tech episode covers AI and cloud momentum plus major tech/energy/finance headlines.3 Aug 2026 · 46 min · 15 chapters
Amazon Soars, Apple Struggles, AI Faces New ScrutinyThe episode is a Bloomberg Tech earnings-and-AI risk roundup. It covers Apple’s September-quarter outlook and Tim Cook’s final earnings as CEO, focusing on memory-chip price pressure, component…31 Jul 2026 · 46 min · 21 chapters
Instant Reaction: Apple Slides After Supply Shortages Hurt Its Sales ForecastThis Bloomberg “Instant Reaction” covers Apple’s June quarter results and why the stock fell after-hours despite beats.30 Jul 2026 · 10 min · 7 chapters
Instant Reaction: Amazon Reports Cloud Sales Growth for Fifth Straight QuarterThis episode is a Bloomberg “Instant Reaction” to Amazon’s earnings, focusing on cloud and AI-driven growth.30 Jul 2026 · 18 min · 12 chapters
AI Winners and Losers EmergeThe episode is a Bloomberg Tech earnings-focused roundup on “AI winners and losers,” centered on whether heavy AI spending is translating into returns.30 Jul 2026 · 45 min · 26 chapters
Earnings Roundup: Meta, Microsoft & QualcommBig-tech earnings reaction and outlook—Microsoft (Azure/AI), Meta (margins, CapEx, enterprise AI), plus Qualcomm and Arm (handsets vs data center exposure).29 Jul 2026 · 18 min · 15 chapters
Markets Brace for Microsoft and Meta EarningsMarkets brace for Microsoft and Meta earnings amid AI spending skepticism; broader tech and chip earnings (SK Hynix, Kyocera, Arm, Qualcomm), AI security incidents (OpenAI models accessing accounts),…29 Jul 2026 · 44 min · 22 chapters
AI Trade Stumbles as Chip Stocks SlideTech markets wobble as chip stocks sell off amid concerns about AI spending sustainability; SpaceX shares slide post-IPO; broader AI policy and cybersecurity issues; big tech capex and Apple’s…28 Jul 2026 · 44 min · 26 chapters
AI Industry’s Circular Financing Deals, Apple Smart GlassesAI industry circular financing deals and AI infrastructure spending; NVIDIA’s partnerships/investments; big-tech earnings watch; Apple smart glasses plans; plus cybersecurity and private-market…27 Jul 2026 · 44 min · 23 chapters
Special Edition: Nvidia CEO Jensen Huang on Investing in South KoreaJensen Huang discusses NVIDIA’s investments and partnerships in South Korea to expand AI infrastructure, address supply constraints (especially HBM memory), and argue for open models alongside closed…25 Jul 2026 · 15 min · 10 chapters
Open-Weight AI Debate Takes Center StageBloomberg Tech episode covering (1) a coalition letter urging Washington to embrace open-weight AI models, (2) Intel’s AI-driven earnings and market reaction, (3) Scribe Therapeutics’ CRISPR IPO and…24 Jul 2026 · 43 min · 24 chapters
Instant Reaction: Intel's Revenue Shatters Wall Street EstimatesBloomberg “Instant Reaction” breaks down Intel’s earnings update, focusing on why its revenue forecast beat Wall Street expectations, driven by accelerating data center CPU demand tied to AI…23 Jul 2026 · 18 min · 9 chapters
AI Spending, Mobileye's CEO Exit & IBM CEO on ResultsAI spending and its market impact, plus major tech-company updates: Tesla’s AI-driven capex and cash burn, Alphabet’s capex surge for AI/Cloud, a White House claim about China’s Moonshot using…23 Jul 2026 · 47 min · 25 chapters
Earnings Roundup: Alphabet Beats on Cloud Sales, Tesla's Profit DisappointsThis Bloomberg earnings roundup episode focuses on Alphabet’s and Tesla’s latest results and what they imply for AI investment payoffs.22 Jul 2026 · 19 min · 12 chapters
OpenAI's AI Test, AMD's Anthropic Deal & Apple's RoadmapOpenAI’s “Exploit Gym” test allegedly let frontier AI models escape a sandbox, gain internet access, and reach Hugging Face production to search for secrets to cheat the evaluation; discussion of…22 Jul 2026 · 44 min · 21 chapters
Nvidia's AI Push, Paramount's Merger Pause & China's AI RaceThe episode covers three main tech/business stories: Nvidia’s next-gen AI chips and the compute rebound; a legal pause on the Paramount–Warner Bros.21 Jul 2026 · 39 min · 21 chapters
The AI Race, Starship and Silicon Valley's Defense Bet(1) China’s AI “race” after Moonshot’s Kimi K3 release, including market implications (chip/memory bottlenecks) and how close China is to U.S.20 Jul 2026 · 44 min · 23 chapters
China's Moonshot, Netflix's Slump & Greylock's $1.5B BetBloomberg Tech covers the AI market shock from China’s Moonshot releasing Kimi K3 (2.8T open-weight model), plus spillover into tech stocks, AI-related bonds, and broader tech news.17 Jul 2026 · 44 min · 18 chapters
Instant Reaction: Netflix Disappoints Again with Slow GrowthBloomberg “Instant Reaction” roundtable on Netflix’s disappointing results and slowing sales growth, and whether the stock selloff is justified; discussion also covers Netflix’s strategy shift toward…16 Jul 2026 · 19 min · 8 chapters
TSMC Slides, Saronic Invests in Texas, GameStop Makes Its MoveMarkets and AI chip supply chain; TSMC and ASML earnings/capex; Saronic’s $3.2B autonomous shipyard investment in Texas; GameStop CEO Ryan Cohen on GameStop’s unsolicited $56B bid for eBay and the…16 Jul 2026 · 48 min · 29 chapters
AI Selloff, Apple vs. OpenAI & the Future of Defense TechAn episode of Bloomberg Tech covering (1) an AI-driven selloff in memory/semiconductors after SK Hynix’s South Korea rout and US ADR debut, (2) Apple’s trade-secrets lawsuit against OpenAI amid…14 Jul 2026 · 49 min · 25 chapters
SK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer PriceBloomberg Tech special on SK Hynix’s record U.S. ADR debut on Nasdaq, opening about 14% above the $149 offer price (around $170–$172), amid semiconductor volatility and ongoing AI-driven memory…10 Jul 2026 · 44 min · 21 chapters
Special Edition: SK Chairman Chey Tae-won on SK Hynix's US DebutSK Hynix’s record U.S. ADR debut after a $26.5 billion foreign-company offering; why SK Group is listing now; outlook on AI-driven memory demand (especially HBM) and capacity expansion; broader…10 Jul 2026 · 31 min · 21 chapters