Bloomberg's Caroline Hyde and Ed Ludlow break down why Cathie Wood is selling into the Nvidia frenzy by cutting her TSMC stake. Plus, the Supreme Court is hearing challenges on two laws aiming to prevent social media platforms from "censoring" posts.  See omnystudio.com/listener for privacy information.

Cathie Wood's TSMC Sale, Social Media Content Moderation

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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.

AWS CEO Steps Down and OpenAI Updates Its AI Model

Bloomberg's Caroline Hyde and Ed Ludlow break down the latest headlines on Nvidia, Arm, Intel and more. Plus, Apple nears a deal with OpenAI to add ChatGPT to the iPhone, and shares of GameStop surge amid speculation that Roaring Kitty is back liking the stock.  See omnystudio.com/listener for privacy information.

Cathie Wood's TSMC Sale, Social Media Content Moderation

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