Bloomberg Tech

Episodes

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  Anthropic IPO Oversubscribed as AI Trade Finds Its Footing 11.11.2026 43m

  Bloomberg’s Riley Griffin takes a look at Anthropic's potentially record-breaking IPO, with sources saying it's already multiple times oversubscribed. Plus, CoreWeave reassures Wall Street with third-quarter sales topping analyst estimates and easing fears about the debt tied to its rapid AI buildout; and Congressman Raja Krishnamoorthi discusses how the Nvidia scandal is felt across Washington and beyond.See omnystudio.com/listener for privacy information.
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  Anthropic Goes Big as Nvidia, SoftBank Face Pressure 10.11.2026 41m

  Bloomberg’s Riley Griffin breaks down Anthropic's big goal of seeking a $1.4 trillion valuation in an IPO that could raise more money than SpaceX's blockbuster debut. Plus, Nvidia shares are down for a second straight day following the scandal surrounding CEO Jensen Huang having an affair with an alleged Chinese spy; and SoftBank reports a $7 billion net loss in the second quarter, its first loss in nearly two years.See omnystudio.com/listener for privacy information.
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  Nvidia Investigation Raises New China Security Questions 09.11.2026 43m

  Bloomberg’s Carol Massar goes all in on Nvidia's investigation into CEO Jensen Huang after his affair with an alleged Chinese spy, and how the scandal is becoming a Washington national security issue putting the US-China battle over AI chips back in the spotlight. Plus, Menlo Ventures is out with a new report on the state of enterprise AI.See omnystudio.com/listener for privacy information.
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  Weekend Listen: Power On Talks Siri AI's Big Step Forward and Ternus' First Earnings Call 07.11.2026 55m

  Apple is finally bringing some of Siri's most ambitious AI capabilities to the iPhone. In this episode of Power On, Bloomberg's Mark Gurman and Vlad Savov break down the major changes coming with iOS 27.3, including Siri's new ability to control apps, carry out complex tasks and coordinate actions across multiple applications. They discuss how these improvements compare with AI agents from OpenAI and Meta, and why Apple still has a long way to go. Plus, Mark and Vlad analyze John Ternus's first earnings call as Apple's CEO, the company's strong iPhone sales, concerns about slowing growth and profit margins, and why more price increases could be coming. They also examine Apple's AI rollout in China and the privacy implications of new always-listening Apple Watch features.Have a question for Mark? Email us at poweron@bloomberg.net or join the Power On DiscordSee omnystudio.com/listener for privacy information.
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  AI Trade Bounces Back as Investors Buy the Dip 06.11.2026 44m

  Bloomberg’s Tim Stenovec takes a look at what's driving a rebound in tech stocks as dip buyers step in to support the battered AI trade. Plus, Anthropic's IPO plans get impacted by the post-election selloff, prompting prospective investors to rethink the company's expected valuation; and the CEOs of Lyft and DraftKings join to break down their earnings results.See omnystudio.com/listener for privacy information.
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  Tech Tumbles as Data Center Buildout Faces New Scrutiny 05.11.2026 44m

  Bloomberg’s Tim Stenovec takes a look at the tech market meltdown as concerns that the incoming Democratic majority in congress could slow the US data center buildout. Post-midterm jitters also knocked Elon Musk's companies, with Tesla and SpaceX tumbling for a second day. Plus, Agility Robotics hits the public markets and CEO Peggy Johnson discusses what drove the move.See omnystudio.com/listener for privacy information.
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  Tech Mostly Higher After Democrats Win Control of Congress 04.11.2026 44m

  Bloomberg’s Carol Massar takes a look at what a blue wave means for the tech sector after Democrats won control of the US House and Senate in the midterm elections. Plus, AMD's forecast exceeds estimates as chip demand soars, showing the semiconductor supercycle still has legs. And the AI capital raise continues, as Meta kicks off a six-part debut euro bond offering, adding to a record wave of corporate bond deals in Europe.See omnystudio.com/listener for privacy information.
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  Apple's Happy Holiday Forecast Overshadowed by Shrinking Margin 03.11.2026 43m

  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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  Oracle Kicks Off $20 Billion Capital Raise 02.11.2026 42m

  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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  Weekend Listen: Power On Talks Touchscreen MacBook + iPhone Duo “Crackgate” 31.10.2026 39m

  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 DiscordSee omnystudio.com/listener for privacy information.
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  Intel Tumbles on PC Outlook, AWS CEO on AI Spending and Growth 30.10.2026 46m

  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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  Earnings Special: Intel Plunges on PC Sales Slump & Amazon Slips 29.10.2026 10m

  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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  Google Sales Miss Reignites AI Fears, Microsoft Eyes $25B Debt Offering 29.10.2026 41m

  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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  Earnings Special: Alphabet Disappoints Wall Street on Revenue & Income 28.10.2026 10m

  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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  Investors Eye AI Payoff with Big Tech Earnings 28.10.2026 43m

  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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  BONUS: Anduril Founder Palmer Luckey Talks Partnership With Qualcomm 28.10.2026 14m

  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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  Meta Boosts Equity Offering, Raising Its AI Bet & Andruil Founder Palmer Luckey 27.10.2026 46m

  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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  Anthropic Files for IPO, Giving Market A Glimpse Into Its Finances 26.10.2026 54m

  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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  OpenAI Moves Toward a $1.25 Trillion Value 23.10.2026 43m

  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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  Meta Doubles Down on AI Spending, Plans New Class C Shares 22.10.2026 46m

  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.