Bloomberg’s Ed Ludlow breaks down expectations for Microsoft and Alphabet, which both report earnings after the bell, with Wall Street looking for proof that their massive AI investments are paying off. Plus, Bloomberg reports that Anthropic has tapped JPMorgan to lead the US retail offering for its potentially record-setting IPO. And, Apple is betting consumers will pay even more for a MacBook Pro with touch screens coming for the first time.
00;00;00;00 – Bloomberg Tech Begins
00:00:48 – Carmen Reinicke on MSFT & GOOGL Reports Today
00:03:00 – Mark Mahaney, Evercore ISI on Microsoft Earnings Today
00:10:00 – Ryan Gould on Anthropic picking JPMorgan for IPO
00:12:30 – Michael Shepard on Anthropic tension with Trump ahead of IPO
00:16:43 – Shawn Matthews, Host Digital Chairman on AI Buildout
00:23:10 – Ryan Vlastelica on Microsoft & Alphabet Earnings
00:25:57 – Peter Elstrom on SK Hynix profits surge seven-fold
00:29:40 – Rebecca Torrence on Physical Intelligence Valuation
00:32:35 – Bing Gordon, Kleiner Perkins Adviser on State of Video Game Industry
00:41:17 – Mark Gurman on Apple Touch-Screen Laptops
——–
“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.
Like this video? Subscribe and turn on the notifications for Bloomberg Technology on YouTube:
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:
Get the latest in tech from Silicon Valley and around the world here:
Follow Ed Ludlow on Twitter here:
Follow Caroline Hyde on Twitter here:
Connect with us on…
Twitter:
Facebook:
Instagram:
source
