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Ed Ludlow brings you the only daily news program focused exclusively on technology, innovation and the future of business.

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Today · 43 min
Apple's Happy Holiday Forecast Overshadowed by Shrinking Margin
Bloomberg’s Ed Ludlow breaks down Apple's earnings, which signal strong holiday demand, but show that high memory costs and greater spending on AI will squeeze margins. Plus, Disney plans thousands of layoffs as it aims to cut 20% of costs companywide. And AI is on the ballot in the midterm elections as voters consider local proposals and candidate stances related to AI. See omnystudio.com/listener for privacy information.
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Yesterday · 19 min
Earnings Special: Apple's Forecast Disappoints, Despite Topping Estimates
Apple delivered a forecast for the holiday period that topped Wall Street estimates, even as it failed to impress investors who have bid up the shares in recent months. Revenue will rise 7% to 10% in the fiscal first quarter, which runs through December, Apple said during an earnings conference call Monday. Analysts had estimated 6.1% on average, according to data compiled by Bloomberg. The shares slumped about 4% in late trading, a sign of the lofty expectations surrounding Apple. After a rally added roughly $1 trillion in market value to the company since late June, investors were betting on a blockbuster report. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence senior tech analyst Anurag Rana and Bloomberg News managing editor for global consumer tech, Mark Gurman. See omnystudio.com/listener for privacy information.
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Yesterday · 42 min
Oracle Kicks Off $20 Billion Capital Raise
Bloomberg’s Ed Ludlow breaks down debt offerings from Oracle, which is kicking off a $20 billion capital raise to finance its AI infrastructure spending, and Alphabet, which is tapping the European debt markets. Plus, Anthropic's revenue hits nearly $17 billion in the third quarter and Matt Witheiler, head of late-stage growth at Wellington and an Anthropic investor, joins to discuss new details from the amended IPO filing. And Apple is trading at its priciest level since 2008, ahead of its earnings. See omnystudio.com/listener for privacy information.
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Saturday · 39 min
Weekend Listen: Power On Talks Touchscreen MacBook + iPhone Duo “Crackgate”
Apple has finally introduced a touch-screen MacBook Pro after two decades of resisting the idea. In this episode of Power On, Mark Gurman and Bloomberg Tech's Chris Welch break down the new high-end laptops, including their OLED displays, lighter designs, redesigned touch interface and steep prices. They also discuss Apple’s new OLED iPad mini, M6 iMac and other Mac updates, along with what’s coming next for the lineup. Plus, Mark and Chris share their experiences with the iPhone Duo after a week of use, examine reports of cracked displays and explain why Apple’s limited supply has made getting a replacement so difficult. Have a question for Mark? Email us at poweron@bloomberg.net or join the Power On Discord See omnystudio.com/listener for privacy information.
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Friday · 3 min
Instant Reaction: Wall Street Gets AI Wake-Up Call with Deep Tech Selloff
Wall Street got a reality check as a bruising selloff in technology shares fueled concern the artificial-intelligence frenzy that has powered the equity bull market might be overblown. Disappointing tech results spurred the worst drop for stocks since June, with the Nasdaq 100 falling 3.5% and briefly crossing the threshold of a technical correction. Intel Corp. slid the most in over four decades as its outlook missed estimates. Amazon.com Inc. slipped 1.4% on greater capital spending. The S&P 500 dropped 1.8%, breaching its key 100-day moving average. For a quick recap of a bruising trade for big tech and equities broadly, hosts Tim Stenovec and Jess Menton speak with Bloomberg Markets Live blog managing editor Kristine Aquino. See omnystudio.com/listener for privacy information.
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Friday · 46 min
Intel Tumbles on PC Outlook, AWS CEO on AI Spending and Growth
Bloomberg’s Ed Ludlow looks at the fall in Intel shares as a bleak outlook exposes the chipmaker's struggle with a deepening PC slump and difficulty meeting CPU demand. Plus, AWS CEO Matt Garman discusses the cloud giant's accelerating growth and massive AI buildout. And, Bitcoin tumbles after hackers siphoned off $6.3 billion from Binance in an attack that rocked the crypto world. See omnystudio.com/listener for privacy information.
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Thursday · 10 min
Earnings Special: Intel Plunges on PC Sales Slump & Amazon Slips
Intel plunged in late trading after its revenue forecast missed analysts’ estimates, hurt by sputtering demand for PC processors and supply-chain problems with its lucrative data center components. The shares plunged in extended trading as much as 17%. The stock had gained 5.6% this year through Thursday’s close. Meanwhile, Amazon shares dropped after the company reported greater capital spending than anticipated and the slowest growth in the core e-commerce business in three years. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani and Bloomberg Intelligence senior tech analyst Anurag Rana from Schwab IMPACT in Boston. See omnystudio.com/listener for privacy information.
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Thursday · 41 min
Google Sales Miss Reignites AI Fears, Microsoft Eyes $25B Debt Offering
Bloomberg’s Ed Ludlow breaks down Alphabet's weak search and ad sales which raised new fears that AI is eating into Google's core business and caused a record market cap wipeout. Plus, Bloomberg reports Microsoft is looking to tap the bond market for the first time since 2017, seeking at least $25 billion to support spending as AI cloud growth soars. And, DoorDash makes a $17 billion bet on groceries with plans to buy Instacart. See omnystudio.com/listener for privacy information.
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Wednesday · 10 min
Earnings Special: Alphabet Disappoints Wall Street on Revenue & Income
Alphabet reported quarterly sales and profit in the third quarter that fell short of expectations, a sign that the firm is failing to generate enough return to justify its massive investments in AI. The stock fell in late trading. Google’s parent company said sales, excluding partner payouts, were $111.2 billion for the three months that ended Sept. 30, just below the $111.3 billion that analysts had projected on average. Alphabet reported net income of $2.12 a share, falling far below Wall Street’s estimate of $2.99. The company’s shares were down as much as 8.5% in after-hours trading. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Bloomberg Tech host Ed Ludlow. See omnystudio.com/listener for privacy information.
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Wednesday · 43 min
Investors Eye AI Payoff with Big Tech Earnings
Bloomberg’s Ed Ludlow breaks down expectations for Microsoft and Alphabet, which both report earnings after the bell, with Wall Street looking for proof that their massive AI investments are paying off. Plus, Bloomberg reports that Anthropic has tapped JPMorgan to lead the US retail offering for its potentially record-setting IPO. And, Apple is betting consumers will pay even more for a MacBook Pro with touch screens coming for the first time. See omnystudio.com/listener for privacy information.
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Wednesday · 14 min
BONUS: Anduril Founder Palmer Luckey Talks Partnership With Qualcomm
Anduril is partnering with Qualcomm on Blue Chip, an effort to rebuild an American computer supply chain and reduce reliance on overseas manufacturing. The first product is planned to be a laptop designed and assembled in the United States, with circuit-board assembly at Anduril’s Arsenal-1 facility in Ohio. In an interview with Bloomberg's Ed Ludlow, Anduril founder Palmer Luckey said the initiative grew from concerns that critical industries—including the military, hospitals and power plants—depend on computers made in China. He said Anduril first tried to persuade other companies to build computers domestically, but ultimately decided to invest itself. The goal, he said, is to make the computer in the United States, including its chips, glass, metals, batteries and plastics. See omnystudio.com/listener for privacy information.
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October 27 · 46 min
Meta Boosts Equity Offering, Raising Its AI Bet & Andruil Founder Palmer Luckey
Bloomberg’s Ed Ludlow takes a look at Meta's plan to boost its equity offering to almost $98 billion, one of the largest ever, as it raises its bet on AI. Plus, Anthropic's IPO could be a defining test for the AI boom, as its S-1 filing reveals staggering growth, spending and losses. And, Anduril founder Palmer Luckey explains why the defense tech firm is teaming up with chipmaker Qualcomm to build a laptop with a US supply chain. See omnystudio.com/listener for privacy information.
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October 26 · 54 min
Anthropic Files for IPO, Giving Market A Glimpse Into Its Finances
Bloomberg’s Ed Ludlow takes a look at Anthropic's regulatory filing as the company prepares to go public under the ticker ANT. The S-1 revealed Anthropic's revenue and spending, along with its plan for an unusual corporate structure. Plus, venture investors are in line for a big payday when Anthropic goes public. Matt Murphy from Menlo Ventures and Byron Deeter from Bessemer Venture Partners discuss what they think happens next for the AI market. See omnystudio.com/listener for privacy information.
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October 26 · 9 min
Instant Reaction: Anthropic Files for IPO
Anthropic filed for an IPO, moving a step closer to being the first company focused primarily on developing the most advanced artificial intelligence models to go public. The company behind Claude expects to begin trading on the Nasdaq Global Select Market under the symbol ANT, a filing Monday with the US Securities and Exchange Commission showed. For instant reaction, Bloomberg's Paul Sweeney and Jess Menton speak with Bloomberg Executive Editor for Global Tech Peter Elstrom and Bloomberg Intelligence Senior Tech Analyst Mandeep Singh. See omnystudio.com/listener for privacy information.
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October 23 · 43 min
OpenAI Moves Toward a $1.25 Trillion Value
Bloomberg’s Ed Ludlow takes a look at OpenAI's potential fundraising at a staggering $1.25 trillion valuation. Plus, Anthropic's looming IPO could deliver blockbuster gains for some of its biggest investors, with billions of dollars on the line. And, SpaceX is taking another step toward becoming a major US wireless carrier, eyeing access to at least 80,000 cell sites nationwide. See omnystudio.com/listener for privacy information.
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October 22 · 46 min
Meta Doubles Down on AI Spending, Plans New Class C Shares
Bloomberg’s Ed Ludlow breaks down Meta's plans to boost AI spending and release new Class C shares to ensure CEO Mark Zuckerberg stays in California if a wealth tax is passed. Plus, Tesla reported strong profit, but a big cut to its spending plans is raising questions about Elon Musk's AI, robotaxi and robotics goals for the company as it weighs a potential merger with SpaceX. And OpenAI's models helped find a potentially catastrophic software vulnerability. OpenAI President Greg Brockman and Cloudflare CEO Matthew Prince explain how AI is enabling both defenders and hackers. See omnystudio.com/listener for privacy information.
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October 21 · 14 min
Earnings Special: Meta Boosts Bet on AI With Spending Outlook, New Stock Class
Meta Platforms boosted its capital spending outlook and announced plans for a new class of nonvoting stock, escalating its already-stratospheric bet on artificial intelligence. Capital expenditures will be $135 billion to $145 billion in 2026, the social-media giant said during its quarterly earnings report Wednesday, raising the bottom end of the range from $130 billion. The moves show that Meta has confidence that its spending on artificial intelligence will bear fruit. Chief Executive Officer Mark Zuckerberg has struggled to persuade investors to accept the company’s ballooning expenses for ambitious AI bets. But in recent months, Meta has made headway with its technology. Meta shares rose in after-hours trading on Wednesday. They had gained about 6% this year through the close in New York. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Ed Ludlow, Bloomberg Tech co-host. See omnystudio.com/listener for privacy information.
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October 21 · 42 min
SpaceX has Blowout Quarter as Musk Floats Merger with Tesla
Bloomberg’s Ed Ludlow breaks down SpaceX's blowout quarterly results and Elon Musk's suggestion that the company combine with Tesla. Plus, Netflix looks to find its next big hit as growth at the streaming giant slows, and a report on Anthropic's draft S-1 offers some new insight and confirmation of the AI firm's financials ahead of its IPO. See omnystudio.com/listener for privacy information.
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October 20 · 14 min
Earnings Special: SpaceX Profit Beats Estimates on Big Jump in AI Revenue
SpaceX exceeded estimates for quarterly revenue and profit, driven by substantial growth in its artificial intelligence and satellite internet businesses. Elon Musk’s satellite, rocket and AI conglomerate posted $4.4 billion in net income for the quarter ended in September, far better than analysts’ average projection of $1.88 billion. Revenue increased 161% from a year ago and also beat expectations. SpaceX shares rose in New York after the close of regular trading. For instant reaction and analysis, Bloomberg Businessweek Daily guest hosts Norah Mulinda and Alexis Christoforous speak with: Ed Ludlow, Bloomberg Tech co-host George Ferguson, Bloomberg Intelligence Global Head of Aerospace, Defense & Airline Analysis See omnystudio.com/listener for privacy information.
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October 20 · 40 min
Neocloud Concerns Return After Elice Selloff
Bloomberg’s Ed Ludlow breaks down why fears about the AI trade are resurfacing after South Korean data center firm Elice plunged 32% in its market debut. Plus, Anthropic is in talks with Nscale for a massive new computing deal that could be worth as much as $45 billion; and Eric Schmidt's early Anthropic bet could pay off big, with a stake worth as much as $20 billion if Anthropic hits a $2 trillion IPO valuation. See omnystudio.com/listener for privacy information.
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Showing 1–20 of 102 episodes