Bloomberg Tech

Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s call for Apple to stop moving iPhone production to India and instead shift it to the US. Plus, eToro CEO Yoni Assia talks about the company’s market debut. And CoreWeave CEO Michael Intrator discusses the expanded partnership with OpenAI and the company’s first earnings report since going public.

See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow takes a look at AI deals out of the Gulf, as President Donald Trump continues his tour of the region. Plus, Sequoia Capital partner Konstantine Buhler discusses opportunities in AI memory. And Blake Scholl, CEO of Boom Supersonic, explains what an end to a ban on supersonic planes over US land could mean for the future of passenger flights.

See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s plans to sell advanced semiconductors to Humain for a massive data center project in Saudi Arabia. Plus, City Index Senior Analyst Fiona Cincotta explains why markets aren’t out of the woods yet. All this as US President Donald Trump and Saudi Crown Prince Mohammed bin Salman meet in Riyadh to announce new investments. 

See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde takes a look at the Nasdaq's return to a bull market following US-China trade talks. Plus, Ankur Crawford from Alger discusses how an easing of US chip curbs to China could help innovation. And Gautam Mukunda, a lecturer at the Yale School of Management, says Tesla risks becoming the next Boeing if it doesn't do more to focus on safety.

See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the possible impact of trade talks between the US and China. Plus, Lyft CEO David Risher talks about the markets where the company is investing. And, DraftKings CEO, Jason Robins, explains the impact of a surprising March Madness.

See omnystudio.com/listener for privacy information.

Uber CEO Dara Khosrowshahi breaks down the company’s earnings report and discusses how driverless cars will increasingly fit into Uber’s business. Khosrowshahi speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Technology”.

See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde speaks with IBM CEO Arvind Krishna about the company’s new product designed to help enterprises manage the growing number of AI agents. Plus, Janet Mui, Head of Market Analysis at RBC Brewin Dolphin, reacts to Treasury Secretary Scott Bessent's testimony that there is no sign of a recession in the US. And a leader in Palantir’s army of loyal retail investors discusses why he isn't concerned about the company’s slow global growth.

See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses the drop in media stocks following President Trump’s proposal to impose 100% tariffs on foreign-produced movies. Treasury Secretary Scott Bessent, speaking from the Milken Institute Global Conference, says the US must win the race to develop artificial intelligence as China closes the gap. Daniel Morgan, Senior Portfolio Manager at Synovus Trust, explains what's behind the market dip after a four-day rally.

See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss a busy week of tech earnings. Plus, US Energy Secretary Chris Wright explains the Trump administration's plans to boost US electricity output to support AI development. And Roblox CEO David Baszucki talks about the company’s earnings and growth strategy.

See omnystudio.com/listener for privacy information.

Amazon.com gave a weaker-than-expected forecast for operating profit in the current quarter, pointing toward tariffs and trade policies that may cause consumers to pull back on spending. The world’s largest online retailer projected operating profit of $13 billion to $17.5 billion, compared with an average estimate of $17.8 billion. Sales will be $159 billion to $164 billion in the period ending in June, the company said Thursday in a statement. Analysts, on average, expected $161.4 billion.

Amazon shares have fallen about 13% this year as Wall Street weighs the impact of President Donald Trump’s tariffs on a retail operation that sources much of its goods from China. Investors are generally bullish on the company’s efforts to become a major force in artificial intelligence, but there are concerns that Amazon’s prodigious spending on data centers may not translate into meaningful sales growth any time soon.

Amazon Web Services, the largest seller of rented computing power, reported first-quarter sales gained 17% to $29.3 billion, in line with analysts’ estimates. It was the unit’s slowest growth in a year.
For instant reaction and analysis, hosts Carol Massar and Tim Stenovec speak with:

• Bloomberg Technology co-host Caroline Hyde
• Bloomberg Intelligence senior US e-commerce and retail analyst Poonam Goyal

See omnystudio.com/listener for privacy information.