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AI Spending Delivers Mixed Results to Stocks | Bloomberg Tech 1/29/2026
Bloomberg Technology· 2026-01-29 21:15
>> BLOOMBERG TAG'S LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN NEW YORK. -- SAN FRANCISCO. ED: COMING UP, AI CAPEX INFO.DACHSHUND FOCUS AFTER META, MICROSOFT AND TESLA REPORT EARNINGS. CAROLINE: APPLE IS SET TO REPORT EARNINGS WITH THE IMPACT OF MEMORY PRICES TOP OF MIND. ED: AMAZON REPORTED HUNDREDS OF THOUSANDS OF PIECES OF CONTENT IT BELIEVED IT INCLUDED A CHILD SEXUAL ABUSE MATERIAL THAT IT FOUNDED DATA GATHERED TO IMPROVE ITS AI MODELS.WE HAVE THE BLOOMBERG REPORTING. CAROL ...
Amazon Discovered Child Sex Abuse Content in AI Training Data
Bloomberg Technology· 2026-01-29 20:46
Let's start with the very basics of what this entity that we reported with saw in the data. When it came to to specifically relate to reports of child sexual abuse material. Just start with that, please.Yes. So there's an organization called the National Center for Missing and Exploited Children, and it effectively serves as a clearinghouse fielding tips from industry of child sexual abuse material to law enforcement. This is a really important part of the process because this is the connectivity that allow ...
Hill & Valley Forum 2026 to Focus on AI, Alliances
Bloomberg Technology· 2026-01-29 20:01
Talk to us first, Christian, about what you want out of this year. How do you want to take this from a global perspective around II. Well, you know, this year is our fifth year of doing the Hill Valley for us. This is the fifth.It started as a small dinner in 2022 during the Biden administration. And it's obviously grown to become one of the largest, if not the largest gatherings of D. C.and tech leaders. I think this year is very special because it's obviously happening during the 250th anniversary for the ...
Tesla Plots $20 Billion Splurge to Reshuffle Factories
Bloomberg Technology· 2026-01-29 19:45
The kind of big headline for me was the capital expenditures commitment, $20 billion this year, as you know full well, it's way beyond what they might do in a typical year. So let's start with that. You know, it's clearly a signal that these things that Elon Musk has kept you guys looking to the horizon for some time now, it's on paper.It's time to act. Yes. Well, you know, I think the capital expenditures are not too surprising to us.We had fairly aggressive investment estimations in our public valuation m ...
Microsoft Drops Most Since 2020 Amid Slowing Cloud Growth
Bloomberg Technology· 2026-01-29 19:40
Do we have to swallow the 66% increase in CapEx in the quarter for long term rewards with Asia that just aren't showing up quite yet. Yes. Hi, Good morning.That's exactly the question that investors are asking us. What's really interesting is this is the second quarter in a row where Microsoft is actually telling you there is a more nuanced way to think about their Catholic's allocations. Typically, what you would expect to see is CapEx goes up, Azure revenue goes up, does a really direct correlation.What's ...
Amazon Cutting 16,000 Jobs, ASML Reports Record Bookings | Bloomberg Tech 1/28/2026
Bloomberg Technology· 2026-01-28 21:32
>> "BLOOMBERG TECHNOLOGY" IS LIVE FROM COAST-TO-COAST COME UP WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: THIS IS "BLOOMBERG TECHNOLOGY." AMAZON CUT 16,000 OF CORPORATE JOBS TO INCREASE OWNERSHIP. CAROLINE: POSTING STRONG FOURTH-QUARTER EARNINGS.ED: SOFTBANK IS IN TALKS WITH INVESTORS AS MUCH AS 30 BILLION DOLLARS MORE INTO OPENAI. CAROLINE: LET'S CHECK IN ON THE MARKETS. AN INTERESTING WHIPSAW.AT ONE POINT, WE SAW THE S&P 500 ABOVE THAT $7,000 LEVEL. WE HAD NEVER SEEN THAT BEFORE. TH ...
Amazon to Cut 16,000 More Corporate Roles
Bloomberg Technology· 2026-01-28 18:21
16,000 corporate jobs is the latest wave of more than one wave. And the messaging and in line with your reporting right. Is that this is about efficiency and streamlining.Not about. What are the details of this particular trend that we're seeing. Yeah, definitely a de layering.They're kind of targeting the middle. And this is something that goes back to last year when Jassy was talking about, you know, more and more people who are doing the direct work and fewer people managing the work, you know, in the mi ...
Uber-Backed Waabi Expands Into Robotaxis, Raises $1B
Bloomberg Technology· 2026-01-28 18:11
How important is this focus on physical eye in the trucking space. Now moving to the robotaxi. How significant is that for you.Yes, it's a really exciting moment, I will say, where the physical revolution is here and self-driving is what it's going to scale first. And we have a very advanced system in trucking and now we are entering Robotaxi with a massive partnership with with Uber. And, you know, it's really the next stage for the company is really exciting to be leading the way.And physically what's int ...
Tech Stocks Lead Charge Toward Record | Bloomberg Tech 1/27/2026
Bloomberg Technology· 2026-01-27 21:51
>> BLOOMBERG TECH IS LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE AND ED LUDLOW. ED: COMING UP, TECH HEALTH STOCKS CLOSING ON RECORD HIGHS WITH MAG 7 EARNINGS IMMINENT. CAROLINE: AS $100 MILLION RAISED FOR NORTHWOOD.ED: AMAZON SHUTTERING ITS PHYSICAL STORES BUT DOUBLING DOWN ON DELIVERIES. WALMART, UBER, DOORDASH ALL DROP. CAROLINE: LET'S CHECK OUT MORE BROAD MOVES.THE FEDERAL RATE DECISION WEDNESDAY. A LOT FOR THE MARKET TO DIGEST, BUT THIS PUSHED HER NEAR RECORD HIGHS. I KNOW YOU ARE CHECKING IN ON INDIVID ...
Specialized AI Opens New Investment Opportunities: Sequoia’s Buhler
Bloomberg Technology· 2026-01-27 19:04
Sequoia Partner Konstantine Buhler discusses opportunities in artificial specialized intelligence. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here: https://www.youtube.com/playlist?list=PLfAX25ZLrPGTygCwn55voYZ_LYyKjxokJ Get the latest in tech from Silicon Valley and around the ...