Micron HBM Sales Surge, Palantir’s Stock Keeps Climbing

Bloomberg’s Caroline Hyde discusses Apple's latest AI talent loss as a key AI executive leaves for Meta. Plus, Amazon's Prime Day kicks off to a tepid start as retailers and shoppers feel the bite of tariffs. And a conversation with CoreWeave CEO Michael Intrator as they buy Core Scientific in a $9 billion deal.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Elon Musk's political aspirations as he forms the "America Party". Plus, President Trump fires more tariff warnings as countries race to negotiate ahead of the Wednesday deadline. And CoreWeave is set to buy Core Scientific in a $9 billion deal.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow discuss OpenAI's deal with Oracle as they search for more compute capacity. Plus, a look at President Donald Trump's tax and spending bill as it nears a successful House vote. And the White House lifts some chip design software curbs on China.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in Tesla’s second-quarter sales. Plus, Foxconn pulls Chinese workers from India in a blow to Apple. And Microsoft plans a second large round of layoffs as it looks to spend more on artificial intelligence.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the clashes between President Donald Trump and Elon Musk. Plus, the Tesla CEO will oversee sales in Europe and the US as investors brace for disappointing delivery numbers in the second quarter. And, Apple considers using outside AI from Anthropic or OpenAI to power Siri.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s claim that he has found a buyer group for TikTok. Plus, Canada withdraws its digital services tax in a move to restart trade talks with the US. And Elon Musk slammed the Senate spending bill for removing electric vehicle tax credits.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow discusses the prospects of Nvidia becoming the first company to reach a $4 trillion market capitalization. Plus, US Commerce Secretary Howard Lutnick says the US and China have reached an understanding on a trade deal. And data center builder Crusoe announces an energy partnership with Redwood Materials.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Micron’s earnings as its sales surge in its high-bandwidth memory business. Plus, Managing Director of Baird Ted Mortonson discusses opportunities in the defense tech space. Chinese tech giant Xiaomi also says it received more than 200,000 pre-orders for its first electric SUV.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses the US strike on Iranian nuclear sites and the market impact. Plus, defense tech investors look for startups addressing asymmetric threats. And Tesla’s robotaxi service gets underway with a modest launch.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses SoftBank founder Masayoshi Son’s pitch to build a trillion-dollar AI industrial complex with TSMC in Arizona. Plus, the global robotaxi market heats up as Baidu looks to expand internationally and Tesla prepares to launch its service in Austin. And Meta rolls out new smart-glasses in a partnership with Oakley.See omnystudio.com/listener for privacy information.