Bloomberg
Google Needs to Go Out and Spend Says Jefferies Analyst
Jefferies Analyst Brent Thill says the time to spend is now as Google sees a $75B capex for the year despite posting a disappointing cloud growth. He joins Caroline Hyde and Jackie Davalos on "Bloomberg Technology" to discuss.
Bloomberg
DeepSeek Selloff 'Overblown': StockBrokers.com's Inskip
Jessica Inskip, StockBrokers.com's director of investment research, discusses the outlook for AI-related stocks on "Bloomberg The Close."
Bloomberg
China Launches Google Antitrust Probe
China on Tuesday announced a probe of Alphabet's Google for alleged antitrust violations. Given the firm's search services have been unavailable there since 2010, the stock gained 1.5%, rising ahead of results due after the close....
Bloomberg
Alphabet's Future Is Bright Despite Earnings Miss: Brent Thill
Brent Thill, Jefferies software and internet research tech sector leader, reacts to Google parent Alphabet's fourth-quarter earnings and capital expenditure plan. He speaks on "Bloomberg The Close." Alphabet's quarterly sales were $81.6...
Bloomberg
What's Next for Big Tech, AI and Meta?
Bloomberg Intelligence's Mandeep Singh reflects on this past week's big tech news and discusses what to expect from Alphabet, Amazon and Meta. He speaks on "Bloomberg The Close."
Bloomberg
US Probing If DeepSeek Got Nvidia Chips From Firms in Singapore
Sources tell Bloomberg that US officials are probing whether Chinese startup DeepSeek bought advanced Nvidia semiconductors through third parties in Singapore. As Tom Giles reports, that move would have circumvented Washington's...
Bloomberg
Meta Gains on AI Optimism, Microsoft Slumps
Bloomberg Technology's Caroline Hyde joins "Bloomberg Open Interest" to break down highlights from tech earnings with Meta, Microsoft and Tesla all out with results. Plus, a look at what to expect from Intel and Apple's own earnings.
Bloomberg
Microsoft Probes DeepSeek Data
Alex Stamos, SentinelOne chief information security officer, outlines the security concerns related to DeepSeek's app and the safety of their open-source code. He joins Caroline Hyde and Mike Shepard on "Bloomberg Technology" to discuss.
Bloomberg
Microsoft & Tesla Earnings | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Caroline Hyde, Scarlet Fu, Carol Massar and Tim Stenovec.
Bloomberg
Meta Projects Weak Sales Forecast
Meta Platforms Inc. is projecting worse-than-expected sales in the current quarter, risking doubt that it can grow its digital advertising business quickly enough to support significant planned investments in artificial intelligence and...
Bloomberg
Microsoft Is Well-Positioned in AI, RBC's Jaluria Says
Rishi Jaluria, RBC Capital Markets managing director and software equity analyst, reacts to Microsoft's earnings report. Speaking on "Bloomberg The Close," Rishi says Microsoft is in a "league of their own" when it comes to AI software....
Bloomberg
ASML Changes AI Narrative As DeepSeek Scrutiny Grows
ASML surged the most since 2020 after booking orders worth twice as much as analysts expected, as the artificial intelligence boom fuels demand for its chipmaking machines. ASML shares rose as much as 12% and more than fully recovered...
Bloomberg
Microsoft Investigates DeepSeek-Linked Group
Microsoft and OpenAI are investigating whether data output from OpenAI's technology was obtained in an unauthorized manner by a group linked to Chinese artificial intelligence startup DeepSeek, according to people familiar with the...
Bloomberg
US Tech Loss Is World's Productivity Gain: 3-Minute MLIV
Guy Johnson, Anna Edwards, Kriti Gupta and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
Bloomberg
Mizuho's Klein: It's Not the End of the AI Trade
Mizuho Americas Analyst Jordan Klein says AI stocks may be in the consolidation and profit-taking phase as China's DeepSeek upends the global tech market. He joins Caroline Hyde and Mike Shepard on "Bloomberg Technology" to discuss.
Bloomberg
China's DeepSeek Sparks Rout of Nvidia, Global Tech
Wall Street had a rough start to the week on concern that a cheaper artificial intelligence-model from China could threaten the dominance of US technology.
From New York to London and Tokyo, equities got hammered, with the S&P 500...
Bloomberg
DeepSeek May End US Stocks Exceptionalism: 3-Minute MLIV
Anna Edwards, Guy Johnson, Kriti Gupta and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
Bloomberg
Nvidia Expands Its AI Tentacles
Anna Rathbun of CBIZ Investment Advisory Services discusses Nvidia's extension into the likes of robotics and autonomous vehicles as they seek to maintain dominance in the tech sector. She joins Caroline Hyde on "Bloomberg Technology" to...
Bloomberg
Nvidia CEO Unveils New Gaming Chips, Software at CES
Nvidia Corp. Chief Executive Officer Jensen Huang announced a raft of new chips, software and services, aiming to stay at the forefront of artificial intelligence computing. He spoke during a keynote Monday night at CES, shares rose on...
Bloomberg
Nvidia's Service Expansion
JoAnne Feeney of Advisors Capital Management discusses Nvidia's future beyond hardware and software, suggesting the company will expand into services. She joins Caroline Hyde on "Bloomberg Technology" to discuss.
Bloomberg
Tesla, Nvidia, and AI: Dan Ives' 2025 Tech Preview
Dan Ives, senior equity research analyst at Wedbush, expects tech stocks to be up 25% in 2025 as he sees a goldilocks foundation for big tech and Tesla. He speaks on "Bloomberg Surveillance."
Bloomberg
Micron Plummets on Weak Outlook
Kim Forrest, CIO of Bokeh Capital Partners, says it's a buying opportunity for Micron as shares plunge on the company's weak chips outlook. She joins Caroline Hyde on "Bloomberg Technology" to discuss.
Bloomberg
Databricks Hits $62B Valuation
Databricks CEO Ali Ghodsi discusses the company's massive $62B valuation and the competition for AI talent. He joins Caroline Hyde on "Bloomberg Technology" to discuss.
Bloomberg
C3 AI: Microsoft Partnership a 'Revenue Accelerator'
C3 AI CEO Tom Siebel joins Caroline Hyde to discuss the company's latest results, their partnership with Microsoft on enterprise AI, the AI future under a new Trump administration. He speaks on "Bloomberg Technology."