Bloomberg’s Caroline Hyde and Ed Ludlow discuss Intel’s earnings, as the chipmaker returned to profitability and gave an upbeat revenue forecast. Plus, banks are preparing to launch a $38 billion debt offering to help fund data centers tied to Oracle. That comes as the Bank of England begins to probe data center lending amid fears of an AI bubble. And Mistral CEO Arthur Mensch discusses the company's release of a new platform to help enterprise clients make customizable AI tools.See omnystudio.com/listener for privacy information.
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43:59
Instant Reaction: Intel Gives Encouraging Forecast After PC Market Rebounds
Intel gave an upbeat revenue forecast after personal computer demand grew, boosting optimism about a comeback attempt by the embattled chipmaker. Fourth-quarter sales will be $12.8 billion to $13.8 billion, the company said in a statement Thursday. The midpoint of that range, $13.3 billion, was just below Wall Street’s $13.4 billion average estimate. But some analysts were still including revenue from a unit that Intel just spun off — money that wasn’t part of the company’s forecast.The shares gained about 3% in late trading after closing at $38.16. For instant reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Jay Goldberg, Senior Analyst of Semiconductors & Electronics with Seaport Research PartnersSee omnystudio.com/listener for privacy information.
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8:23
Tesla Costs Undermine Record EV Sales
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the plunge in Tesla’s profits that came despite record vehicle sales and the ongoing debate around the proposed trillion dollar pay package for Elon Musk. Plus, the White House says it is weighing broad software restrictions against China, as the country pushes for tech self-reliance. And T-Mobile’s incoming CEO Srini Gopalan discusses the company’s third quarter earnings as it adds 1 million new mobile phone subscribers.See omnystudio.com/listener for privacy information.
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42:55
Instant Reaction: Tesla Earnings Miss Despite A Sales Surge
Tesla posted third-quarter profit that fell short of Wall Street’s expectations despite record electric-vehicle sales, a sign of the pressure automakers are facing from shifting federal policies and rising costs. Adjusted earnings were 50 cents per share in the period, the company said Wednesday in a statement. Analysts had expected 54 cents on average in estimates compiled by Bloomberg. Revenue was $28.1 billion. For instant reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with: Bloomberg Tech Co-Host Ed Ludlow Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management See omnystudio.com/listener for privacy information.
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15:01
Anthropic, Google Discuss Multibillion-Dollar Cloud Deal
Bloomberg’s Ed Ludlow looks at the impact of discussions between Anthropic and Google for the AI startup to take additional computing power from Google, valued in the high tens of billions of dollars. Plus, tech earnings season is underway with Netflix and Texas Instruments disappointing investors. And AT&T CEO John Stankey discusses the impact of the iPhone 17 launch and growth of broadband customers.See omnystudio.com/listener for privacy information.
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