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Tech Earnings: Google’s Spending, Arm’s AI Data Center Push | Bloomberg Tech 2/5/2026
Bloomberg Technology· 2026-02-05 21:30
>> "BLOOMBERG TECH" IS LIVE FROM COAST TO COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: COMING UP, QUALCOMM OUT WITH EARNINGS. WE ARE BREAKING IT DOWN WITH THE CEOS.CAROLINE: RECORD SPENDING PLANS HIT GOOGLE DESPITE STRONG EARNINGS. ED: BITCOIN FALLS BELOW $70,000 FOR THE FIRST TIME SINCE LATE 2024. WE WILL BREAK DOWN THE NEGATIVE MOMENTUM IMPACTING CRYPTO MARKETS.CAROLINE: THAT NEGATIVE MOMENTUM IS AFFECTING MARKETS MORE BROADLY. THE NASDAQ OFF BY ONE POINT 4%. THE LOWEST SINCE N ...
Arm CEO Says Data Center Business Is 'Exploding'
Bloomberg Technology· 2026-02-05 19:50
Arm CEO Rene Haas says the company’s data center business is “exploding” and that it might soon play a larger role than handsets for the company. Haas 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 ...
Qualcomm CEO: Issue for Handsets Is Memory, Not Demand
Bloomberg Technology· 2026-02-05 19:31
Qualcomm CEO Cristiano Amon discusses the impact of memory constraints on the company’s outlook after the largest maker of smartphone processors gave a tepid revenue forecast for the current quarter. Amon 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/pla ...
Bitcoin Crashes Below $70,000 as Collapse of Crypto Continues
Bloomberg Technology· 2026-02-05 17:19
Bitcoin trades below $70,000 for the first time since November of 2024. A selloff has wiped out all of Bitcoin's gains since the election of President Donald Trump. While earlier legs of the decline were driven by crypto-specific liquidations, the recent pressure is tied to wider cross-asset stress. Bloomberg's Muyao Shen reports. -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg Watch the latest full episodes of "Bloomberg Techn ...
AMD Forecast Fails to Impress Investors | Bloomberg Tech 2/4/2026
Bloomberg Technology· 2026-02-04 21:32
>> "BLOOMBERG TECH" IS LIVE FROM COAST TO COAST, WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: THIS IS "BLOOMBERG TECH." COMING UP, A. M.D. SHARES SINK AFTER A SALES FORECAST THAT UNDERWHELMED INVESTORS. THE CHIPMAKER PERHAPS NOT MAKING THE A.I. INROAD SOME ON WALL STREET HOPED FOR. CAROLINE: THE SELLOFF CONTINUES ACROSS TECH MARKETS, AS FEARS OF A.I. DISRUPTION TAKE HOLD FOLLOWING ANTHROPIC’S NEW AUTOMATION MODEL. ED: AND BLOOMBERG REPORTS NVIDIA IS NEARING A DEAL TO INVEST $20 BILLION ...
AI Chip Startup Positron Tops $1B Valuation
Bloomberg Technology· 2026-02-04 18:01
Positron has raised $230 million in Series B funding, pushing its valuation past $1 billion as the AI chip startup takes aim at Nvidia. Positron CEO Mitesh Agrawal 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_LYyKj ...
Meta Taps Startup from Ex-Amazon Executive for Supply Chain Software
Bloomberg Technology· 2026-02-04 17:51
Meta’s Reality Labs has tapped startup Auger to provide the operating system for its supply chain, a key test for the one-year-old firm founded by a former Amazon logistics chief Dave Clark. Clark 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?li ...
Pixxel: India Shifting to a Space Solutions Provider
Bloomberg Technology· 2026-02-04 15:47
My colleague was just talking about some of the reaction to the India budget just over the weekend. Are you seeing more allocation for the space industry. What is your sense of.Does that meet your expectations in terms of support for the sector. I think it does. Not so many unique things in this budget for the private space sector.We have seen the lot many more of those the previous year and the year before that. But I think it's still good that there was an increase in the budget to the Department of Space ...
ASML Soars To Record High on AI Demand and Job Cuts
Bloomberg Technology· 2026-02-04 15:46
ASML Europe's most valuable company coming out with blowout earnings and yet they are cutting jobs. So what's the story. Let's get you the details in terms of the sales numbers for the fourth quarter 16 billion US almost.That is double the estimates. The forward guidance through 2026 they see sales potentially of 47 billion US above the estimates. They're seeing massive demand for their AI chipm equipment.They have a monopoly when it comes to the most sophisticated cuttingedge kit that goes into the AI chip ...
ASML Looking at 'Record Quarter,' CEO Says
Bloomberg Technology· 2026-02-04 15:45
from an investor perspective what should they expect is that is that streamlining of headcount do we expect job losses as a result of that >> so I want to tell I won't tell you too much on that now we can ask a question a bit later today because we we are talking with our folks as we speak uh the one thing I can tell you is that you know we are doing great uh and we are very happy with that but even great company needs to improve and you know we got the feedback from our employee from our customer or a supp ...