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Bloomberg's Caroline Hyde and Ed Ludlow take a look at shares of Amazon dropping after announcing plans to spend $200 billion this year on data centers, chips, and other equipment. Plus, Bitcoin rebounded after plummeting on Thursday and nearing the $60,000 level, and the CEOs of Roblox, Affirm, and Warner Music Group break down their companies' earnings. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as investors react to a huge capital expenditure increase from Google. Plus, Arm CEO Rene Haas explains the chip designer’s outlook and growth in its data center business. And Qualcomm CEO Cristiano Amon talks about the potential impact from component shortages on its revenue for the period. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss AMD’s sales forecast that underwhelmed investors and sent the chipmaker's shares falling. Plus, the selloff continues across tech markets as fears of AI disruption take hold following the release of Anthropic's new automation tool. And, Bloomberg reports Nvidia is nearing a deal to invest $20 billion in OpenAI, with the AI company looking to raise up to $100 billion for a new funding round. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Palantir’s revenue forecast that beat Wall Street expectations, sending its shares up. Plus, Disney Chairman James Gorman discusses the company’s decision to appoint its parks chief Josh D'Amaro as the next CEO. And Elon Musk confirms plans to combine SpaceX and xAI in a deal valuing the merged entity at $1.25 trillion. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses Disney's earnings lifted by record results in its parks division. Plus, Oracle kicks off a massive bond sale as the software giant looks to raise $45 billion to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity. And sources say Elon Musk is in advanced talks to combine SpaceX with xAI. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss how President Trump’s selection of Kevin Warsh to be the next chair of the Federal Reserve, is affecting tech markets. Plus, Apple reports record sales but the rising cost of memory worries investors. And SpaceX is said to be considering a merger with Tesla or xAI. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss AI capital expenditures after Meta, Microsoft and Tesla all reported raising spend in their earnings. Plus, Apple is set to release results after the bell with investors focused on holiday sales and memory costs. And, Amazon reported hundreds of thousands of pieces of content it believed included child sexual abuse material, which it found in data gathered to improve its AI models. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s plans to cut nearly 5% of its corporate workforce. Plus, ASML posts record fourth-quarter orders as AI drives demand for its most sophisticated chipmaking equipment. And sources tell Bloomberg that SoftBank is in talks to invest as much as $30 billion more in OpenAI. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss stocks closing in on record highs driven by tech shares with earnings imminent. Plus, Bridgit Mendler, CEO and co-founder of Northwood, discusses the company’s $100 million Series B to modernize space infrastructure on Earth. And Amazon is shuttering its physical stores, doubling down on deliveries. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s additional $2 billion investment in CoreWeave, to accelerate the buildout of AI factories. Plus, IonQ CEO Niccolo de Masi discusses the quantum company’s continued acquisition spree, as it buys chipmaker SkyWater Technology in a cash-and-stock deal worth $1.8 billion. And investors gear up for big tech earnings with Meta, Apple and Tesla all set to report this week. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Intel’s manufacturing struggles as the company’s shares fall post-earnings. Plus, China's largest tech firms get an initial green light from Beijing to start preparing orders for Nvidia's H200 AI chips. And, TikTok and its Chinese parent ByteDance have closed a long-awaited deal to transfer parts of their US operations to a group of American investors led by Oracle. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Elon Musk’s comments on AI costs and the future of robots at the World Economic Forum in Davos. Plus, OpenAI CEO Sam Altman is lining up funding from Middle East investors that could total $50 billion and a whopping $830 billion valuation. And Blue Origin successfully launches its latest crewed mission, marking more than 90 passengers that the Jeff Bezos company has sent above the Karman line. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s call for "immediate negotiations” on Greenland during his speech at the World Economic Forum in Davos, Switzerland. Plus Netflix shares slid as spending on programming mounts. And Zipline's CEO Keller Cliffton discusses the drone delivery startup's new $7.6 billion valuation and expansion plans.  See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Netflix’s amended, all-cash offer to buy Warner Bros. Discovery's studio and streaming business. Plus, Google DeepMind CEO, Demis Hassabis, says Chinese AI firms are six months behind US frontier models, as tech leaders sit down with Bloomberg from Davos. And funding continues to pour into defense tech startups. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow discusses the plan laid out by the Trump administration and several states to have tech companies pay for surging energy prices following the rise of AI data centers. Plus, AI coding startup Replit nears a $9 billion valuation in a new funding round. And the Chairman of the Federal Trade Commission, Andrew Ferguson discusses acquihires, consumer protection and AI regulation. See omnystudio.com/listener for privacy information.