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Ed Ludlow brings you the only daily news program focused exclusively on technology, innovation and the future of business.

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Yesterday · 39 min
Weekend Listen: Apple’s Former Chief Chip Architect on the AI Chip Race
In this special episode of Power On, Bloomberg’s Mark Gurman sits down with Gerard Williams III, the former Apple chief CPU architect who helped develop the company’s groundbreaking A7 and M1 processors before founding Nuvia, which was acquired by Qualcomm. Williams reflects on his time at Apple, working alongside Johny Srouji and John Ternus, and why he left to pursue opportunities in the chip industry. He also discusses his latest startup, Nuvacore, which is developing high-performance processors for AI data centers, and explains why CPUs remain essential even as Nvidia’s GPUs dominate the conversation. Have a question for Mark? Email us at poweron@bloomberg.net or join the Power On Discord See omnystudio.com/listener for privacy information.
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Friday · 44 min
Nvidia Reels From Huang Exit as Microsoft Battles Outage
Bloomberg’s Ed Ludlow breaks down the fallout from Jensen Huang's resignation from Nvidia as more details are revealed. Plus, Microsoft races to restore services after a global outage impacted government offices, traders and businesses worldwide; and Anthropic takes its IPO pitch to Wall Street as CEO Dario Amodei sits down with JPMorgan's Jamie Dimon. See omnystudio.com/listener for privacy information.
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Thursday · 44 min
Jensen Huang Resigns Amid Affair Scandal
Bloomberg’s Ed Ludlow breaks down the news of Jensen Huang ousted from his post as Nvidia CEO after reports of two affairs, including one with a woman US officials reportedly suspected of spying for China. Now investors are confronting a question that barely existed days ago: what is Nvidia without Jensen Huang? See omnystudio.com/listener for privacy information.
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Thursday · 12 min
Instant Reaction: Nvidia CEO Jensen Huang Ousted by Nvidia Board
Nvidia Chief Executive Officer Jensen Huang, the preeminent face of the AI infrastructure boom, was ousted from his post after reports of two affairs, including with one woman who is suspected of spying for China. Chief Financial Officer Colette Kress was named interim CEO. The board, which has never had a chair before, appointed Harvey Jones, 73, to the role. Jones, who has been on the board for years, formerly led Synopsys Inc., a company that Nvidia last year took a $2 billion stake in. For instant reaction and analysis, Bloomberg Surveillance co-hosts Tom Keene and Paul Sweeney speak with Mandeep Singh, Bloomberg Intelligence global head of technology research and Anurag Rana, Bloomberg Intelligence senior analyst. See omnystudio.com/listener for privacy information.
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Wednesday · 43 min
Anthropic IPO Oversubscribed as AI Trade Finds Its Footing
Bloomberg’s Riley Griffin takes a look at Anthropic's potentially record-breaking IPO, with sources saying it's already multiple times oversubscribed. Plus, CoreWeave reassures Wall Street with third-quarter sales topping analyst estimates and easing fears about the debt tied to its rapid AI buildout; and Congressman Raja Krishnamoorthi discusses how the Nvidia scandal is felt across Washington and beyond. See omnystudio.com/listener for privacy information.
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Tuesday · 41 min
Anthropic Goes Big as Nvidia, SoftBank Face Pressure
Bloomberg’s Riley Griffin breaks down Anthropic's big goal of seeking a $1.4 trillion valuation in an IPO that could raise more money than SpaceX's blockbuster debut. Plus, Nvidia shares are down for a second straight day following the scandal surrounding CEO Jensen Huang having an affair with an alleged Chinese spy; and SoftBank reports a $7 billion net loss in the second quarter, its first loss in nearly two years. See omnystudio.com/listener for privacy information.
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Monday · 43 min
Nvidia Investigation Raises New China Security Questions
Bloomberg’s Carol Massar goes all in on Nvidia's investigation into CEO Jensen Huang after his affair with an alleged Chinese spy, and how the scandal is becoming a Washington national security issue putting the US-China battle over AI chips back in the spotlight. Plus, Menlo Ventures is out with a new report on the state of enterprise AI. See omnystudio.com/listener for privacy information.
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November 7 · 55 min
Weekend Listen: Power On Talks Siri AI's Big Step Forward and Ternus' First Earnings Call
Apple is finally bringing some of Siri's most ambitious AI capabilities to the iPhone. In this episode of Power On, Bloomberg's Mark Gurman and Vlad Savov break down the major changes coming with iOS 27.3, including Siri's new ability to control apps, carry out complex tasks and coordinate actions across multiple applications. They discuss how these improvements compare with AI agents from OpenAI and Meta, and why Apple still has a long way to go. Plus, Mark and Vlad analyze John Ternus's first earnings call as Apple's CEO, the company's strong iPhone sales, concerns about slowing growth and profit margins, and why more price increases could be coming. They also examine Apple's AI rollout in China and the privacy implications of new always-listening Apple Watch features. Have a question for Mark? Email us at poweron@bloomberg.net or join the Power On Discord See omnystudio.com/listener for privacy information.
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November 6 · 44 min
AI Trade Bounces Back as Investors Buy the Dip
Bloomberg’s Tim Stenovec takes a look at what's driving a rebound in tech stocks as dip buyers step in to support the battered AI trade. Plus, Anthropic's IPO plans get impacted by the post-election selloff, prompting prospective investors to rethink the company's expected valuation; and the CEOs of Lyft and DraftKings join to break down their earnings results. See omnystudio.com/listener for privacy information.
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November 6 · 27 min
Instant Reaction: US Adds 165,000 Jobs, Topping All Forecasts
US job growth surged in October and the unemployment rate edged lower, a sign of labor-market strength in an expanding economy. Nonfarm payrolls increased 165,000 last month, topping all forecasts, after an upward revision to the prior two months, according to Bureau of Labor Statistics data out Friday. The unemployment rate fell to 4.1%. Employers across a broad range of sectors added jobs, led by professional and business services and healthcare. Private-sector payroll growth was the strongest since March. For details Bloomberg's Tom Keene and Paul Sweeney speak with: Claudia Sahm, Chief Economist at New Century Advisors Constance Hunter, Chief Economist at EIU Kristina Campmany, Senior Portfolio Manager at Invesco Stephanie Roth, Wolfe Research Chief Economist See omnystudio.com/listener for privacy information.
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November 5 · 44 min
Tech Tumbles as Data Center Buildout Faces New Scrutiny
Bloomberg’s Tim Stenovec takes a look at the tech market meltdown as concerns that the incoming Democratic majority in congress could slow the US data center buildout. Post-midterm jitters also knocked Elon Musk's companies, with Tesla and SpaceX tumbling for a second day. Plus, Agility Robotics hits the public markets and CEO Peggy Johnson discusses what drove the move. See omnystudio.com/listener for privacy information.
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November 4 · 44 min
Tech Mostly Higher After Democrats Win Control of Congress
Bloomberg’s Carol Massar takes a look at what a blue wave means for the tech sector after Democrats won control of the US House and Senate in the midterm elections. Plus, AMD's forecast exceeds estimates as chip demand soars, showing the semiconductor supercycle still has legs. And the AI capital raise continues, as Meta kicks off a six-part debut euro bond offering, adding to a record wave of corporate bond deals in Europe. See omnystudio.com/listener for privacy information.
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November 3 · 43 min
Apple's Happy Holiday Forecast Overshadowed by Shrinking Margin
Bloomberg’s Ed Ludlow breaks down Apple's earnings, which signal strong holiday demand, but show that high memory costs and greater spending on AI will squeeze margins. Plus, Disney plans thousands of layoffs as it aims to cut 20% of costs companywide. And AI is on the ballot in the midterm elections as voters consider local proposals and candidate stances related to AI. See omnystudio.com/listener for privacy information.
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November 2 · 19 min
Earnings Special: Apple's Forecast Disappoints, Despite Topping Estimates
Apple delivered a forecast for the holiday period that topped Wall Street estimates, even as it failed to impress investors who have bid up the shares in recent months. Revenue will rise 7% to 10% in the fiscal first quarter, which runs through December, Apple said during an earnings conference call Monday. Analysts had estimated 6.1% on average, according to data compiled by Bloomberg. The shares slumped about 4% in late trading, a sign of the lofty expectations surrounding Apple. After a rally added roughly $1 trillion in market value to the company since late June, investors were betting on a blockbuster report. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence senior tech analyst Anurag Rana and Bloomberg News managing editor for global consumer tech, Mark Gurman. See omnystudio.com/listener for privacy information.
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November 2 · 42 min
Oracle Kicks Off $20 Billion Capital Raise
Bloomberg’s Ed Ludlow breaks down debt offerings from Oracle, which is kicking off a $20 billion capital raise to finance its AI infrastructure spending, and Alphabet, which is tapping the European debt markets. Plus, Anthropic's revenue hits nearly $17 billion in the third quarter and Matt Witheiler, head of late-stage growth at Wellington and an Anthropic investor, joins to discuss new details from the amended IPO filing. And Apple is trading at its priciest level since 2008, ahead of its earnings. See omnystudio.com/listener for privacy information.
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October 31 · 39 min
Weekend Listen: Power On Talks Touchscreen MacBook + iPhone Duo “Crackgate”
Apple has finally introduced a touch-screen MacBook Pro after two decades of resisting the idea. In this episode of Power On, Mark Gurman and Bloomberg Tech's Chris Welch break down the new high-end laptops, including their OLED displays, lighter designs, redesigned touch interface and steep prices. They also discuss Apple’s new OLED iPad mini, M6 iMac and other Mac updates, along with what’s coming next for the lineup. Plus, Mark and Chris share their experiences with the iPhone Duo after a week of use, examine reports of cracked displays and explain why Apple’s limited supply has made getting a replacement so difficult. Have a question for Mark? Email us at poweron@bloomberg.net or join the Power On Discord See omnystudio.com/listener for privacy information.
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October 30 · 3 min
Instant Reaction: Wall Street Gets AI Wake-Up Call with Deep Tech Selloff
Wall Street got a reality check as a bruising selloff in technology shares fueled concern the artificial-intelligence frenzy that has powered the equity bull market might be overblown. Disappointing tech results spurred the worst drop for stocks since June, with the Nasdaq 100 falling 3.5% and briefly crossing the threshold of a technical correction. Intel Corp. slid the most in over four decades as its outlook missed estimates. Amazon.com Inc. slipped 1.4% on greater capital spending. The S&P 500 dropped 1.8%, breaching its key 100-day moving average. For a quick recap of a bruising trade for big tech and equities broadly, hosts Tim Stenovec and Jess Menton speak with Bloomberg Markets Live blog managing editor Kristine Aquino. See omnystudio.com/listener for privacy information.
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October 30 · 46 min
Intel Tumbles on PC Outlook, AWS CEO on AI Spending and Growth
Bloomberg’s Ed Ludlow looks at the fall in Intel shares as a bleak outlook exposes the chipmaker's struggle with a deepening PC slump and difficulty meeting CPU demand. Plus, AWS CEO Matt Garman discusses the cloud giant's accelerating growth and massive AI buildout. And, Bitcoin tumbles after hackers siphoned off $6.3 billion from Binance in an attack that rocked the crypto world. See omnystudio.com/listener for privacy information.
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October 29 · 10 min
Earnings Special: Intel Plunges on PC Sales Slump & Amazon Slips
Intel plunged in late trading after its revenue forecast missed analysts’ estimates, hurt by sputtering demand for PC processors and supply-chain problems with its lucrative data center components. The shares plunged in extended trading as much as 17%. The stock had gained 5.6% this year through Thursday’s close. Meanwhile, Amazon shares dropped after the company reported greater capital spending than anticipated and the slowest growth in the core e-commerce business in three years. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani and Bloomberg Intelligence senior tech analyst Anurag Rana from Schwab IMPACT in Boston. See omnystudio.com/listener for privacy information.
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October 29 · 41 min
Google Sales Miss Reignites AI Fears, Microsoft Eyes $25B Debt Offering
Bloomberg’s Ed Ludlow breaks down Alphabet's weak search and ad sales which raised new fears that AI is eating into Google's core business and caused a record market cap wipeout. Plus, Bloomberg reports Microsoft is looking to tap the bond market for the first time since 2017, seeking at least $25 billion to support spending as AI cloud growth soars. And, DoorDash makes a $17 billion bet on groceries with plans to buy Instacart. See omnystudio.com/listener for privacy information.
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