 Bloomberg's Ed Ludlow and Caroline Hyde break down Amazon CEO Andy Jassy's annual letter to shareholders. Plus, Jeff Bezos and Tim Cook attend the White House state dinner for Japan's Prime Minister. And, OpenAI CEO Sam Altman looks to build a global coalition on artificial intelligence as he visits the United Arab Emirates.  See omnystudio.com/listener for privacy information.

AI Global Coalition, Amazon's Shareholder Letter

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Bloomberg's Caroline Hyde and Ed Ludlow break down a preview for Nvidia's earnings. Plus conversations live from the Dell World Conference in Las Vegas.   See omnystudio.com/listener for privacy information.

Dell World Conference, Nvidia Earnings Preview

Bloomberg's Caroline Hyde and Ed Ludlow break down Applied Materials' earnings which fail to impress investors. Plus, OpenAI and Reddit announce a partnership to bring its content to ChatGPT and other products, and CoreWeave secures nearly $8 billion in private debt.  See omnystudio.com/listener for privacy information.

Applied Materials' Results, and OpenAI and Reddit's Partnership

Bloomberg's Caroline Hyde and Ed Ludlow break down Cisco earnings sending shares sliding after analysts dubbed its outlook conservative. Plus, Walmart posts a big jump in its online business, and Perplexity discusses growing competition in the search space. See omnystudio.com/listener for privacy information.

Cisco Slips and Walmart Rises Post-Earnings

Bloomberg's Caroline Hyde and Ed Ludlow break down real estate mogul Frank McCourt's plans to build a consortium to bid for social media app TikTok’s US business. Plus, a look at the takeaways from Google's annual I/O developers conference, and OpenAI's Chief Scientist who played a key role in Sam Altman's ouster is departing the company.  See omnystudio.com/listener for privacy information.

Frank McCourt Readying US TikTok Bid, Google's AI Announcements

Bloomberg's Caroline Hyde and Ed Ludlow break down why Amazon Web Services CEO Adam Selipsky is stepping down from the job. Plus, OpenAI unveils its updated AI model as Google kicks off its developer conference, and the CEO of Buy-Now-Pay-Later firm Klarna joins as the company eyes its long-awaited IPO.  See omnystudio.com/listener for privacy information.

AI Global Coalition, Amazon's Shareholder Letter

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