Tech Stocks Under Pressure As Iran War Drags On

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the fall in tech stocks as oil prices spike again, stoking fears the war in Iran will further crimp energy supplies and fuel inflation. Plus, Dell CEO Michael Dell and the US Energy Department Under Secretary for Science discuss their partnership and work to develop supercomputers. And, new details emerge on Apple's entry into the foldable phone category.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Oracle’s strong third quarter sales and full year outlook as demand for AI computing shows no sign of letting up. Plus, Meta plans to deploy four new generations of its in-house AI chips by the end of 2027 to help power its rapidly expanding AI workloads. And the CEOs of Uber and Zoox discuss their new partnership that will allow Uber customers to get robotaxis from Amazon's Zoox in Las Vegas, starting this summer.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s bond sale that is set to be one of the biggest corporate debt offerings ever, as it looks to fund the AI boom. Plus, Google introduces AI agents across the Pentagon's workforce to automate unclassified tasks. And, Hewlett Packard Enterprise CEO Antonio Neri discusses the company’s sales forecast that topped estimates on AI hardware demand. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact of the ongoing conflict in the Middle East. Plus, Oracle and OpenAI scrap plans to expand a flagship data center project in Texas. And Anthropic sues the Defense Department after the government labeled the AI firm a supply chain risk.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that the US Commerce Department has drafted regulations restricting AI chip shipments to anywhere in the world without American approval. Plus, Oracle plans to cut thousands of jobs as it handles a cash crunch from a massive AI data center expansion effort. And, the Pentagon has officially notified lawmakers that it has determined Anthropic and its products pose a risk to the US supply chain.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Broadcom’s results as the CEO predicts AI chip sales will top $100 billion next year. Plus, Anthropic has restarted talks with the Pentagon following the feud over AI use by the military, according to a person familiar with the matter. And, Founders Fund General Partner Trae Stephens and Nominal CEO Cameron McCord discuss the startup's latest funding and its efforts to modernize manufacturing.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rebound in tech stocks as investors seek clarity around the war in Iran, five days into the conflict. Plus, Anthropic is on track to generate annual revenue of almost $20 billion, more than doubling in a few months as the company continues to clash with the Pentagon over AI safeguards. And Apple comes after the PC market and budget-minded shoppers with its new $599 MacBook Neo.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the market sell-off as concerns about the Middle East conflict hit equities and bonds. Plus, they look at the math of military projectiles as the US uses costly missiles to combat cheap Iranian drones. And Coherent CEO Jim Anderson discusses Nvidia’s $2 billion investment in the photonics company.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses the ongoing fighting in the Middle East following the US and Israel strikes on Iran over the weekend. Plus, Representative Sam Liccardo, Democrat from California, shares his thoughts on the need for a national AI policy. And fallout from the feud between the Pentagon and Anthropic over deployment of the AI company’s tech continues.See omnystudio.com/listener for privacy information.

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