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BONUS: Western Digital CEO Irving Tan Talks AI Storage Demand
Western Digital (WD) says the AI infrastructure buildout is creating sustained demand for data storage, even as investors reacted to a softer near-te…
2 months, 3 weeks ago
BONUS: Uber CEO Dara Khosrowshahi Talks Robotaxis & Booking Outlook
Uber Technologies Inc. shares slid by the most in six months after the company issued a bookings outlook that just met analyst estimates, compounding…
2 months, 3 weeks ago
SpaceX, Uber and the Future of Mobility
Bloomberg’s Ed Ludlow breaks down SpaceX's first earnings which revealed massive AI spending, an ambitious Starlink expansion and Elon Musk's latest …
2 months, 3 weeks ago
Earnings Special: SpaceX’s AI Splurge Puts a Damper on Debut Earnings After IPO
SpaceX stock fell after the company disclosed higher-than-expected spending on its artificial intelligence business, dampening an inaugural quarterly…
2 months, 3 weeks ago
Palantir Surges as AI Demand Accelerates
Bloomberg’s Ed Ludlow breaks down Palantir's blockbuster earnings results and strong commercial demand, with US commercial sales in the second quarte…
2 months, 3 weeks ago
Special Edition: Hugging Face CEO Clement Delangue Talks OpenAI Hack
Hugging Face CEO Clement Delangue discusses OpenAI models' hack on Hugging Face last month and the future of AI regulation. Talking about the hack, D…
2 months, 3 weeks ago
China's AI Push Meets Amazon's Cloud Surge
Bloomberg’s Ed Ludlow breaks down Alibaba's latest Qwen model, its biggest ever, claiming performance on par with Anthropic. Plus, AWS CEO Matt Garma…
2 months, 3 weeks ago
Amazon Soars, Apple Struggles, AI Faces New Scrutiny
Bloomberg’s Ed Ludlow breaks down Tim Cook's final Apple earnings call as CEO - a story of supply crunches, demand misreads and a tough outlook. Plus…
2 months, 4 weeks ago
Instant Reaction: Apple Slides After Supply Shortages Hurt Its Sales Forecast
Apple tumbled in late trading after component shortages weighed on the company’s sales forecast, signaling that industrywide supply constraints are t…
2 months, 4 weeks ago
Instant Reaction: Amazon Reports Cloud Sales Growth for Fifth Straight Quarter
Amazon.com reported cloud-computing revenue that beat analyst estimates, with booming demand for artificial intelligence services accelerating sales …
2 months, 4 weeks ago