logo
episode-header-image
Jan 2025
31m 6s

Meta Boosts Capex to $65B

bloomberg
About this episode

Bloomberg's Caroline Hyde and Mike Shepard discuss Meta's capex boost as CEO Mark Zuckerberg plans up to $65 billion in AI investments. And, global chip stocks pull back as Texas Instruments' outlook underwhelms. Plus, they speak with Project Liberty founder Frank McCourt about his bid and the future for TikTok.

See omnystudio.com/listener for privacy information.

Up next
Yesterday
Nvidia Forecasts $1 Trillion in Revenue Through 2027
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia's prediction that it will generate $1 trillion in sales through 2027. Plus, IBM CEO Arvind Krishna talks about the AI and M&A landscape, hot off the company's own GTC announcement. And, the CEO of Gecko Robotics explains how ... Show More
40m 56s
Mar 16
Meta Expands AI Compute Deal, Nvidia GTC Kicks Off
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rise in Meta’s shares following reports that the social media giant is planning big layoffs and news that it has expanded a compute deal with neocloud Nebius. Plus, OpenAI is in advanced talks to form a joint venture with privat ... Show More
43m 38s
Mar 13
Meta Cable Expansion Stalled by Iran Conflict
Bloomberg’s Ed Ludlow discusses the impact the conflict with Iran is having on AI investments in the Middle East, as Meta pauses part of its major internet-expansion efforts in Africa. Plus, Adobe CEO Shantanu Narayen will resign amid skepticism about the company's ability to thr ... Show More
44m 8s
Recommended Episodes
Aug 2024
More Eco Data This Week, How Traders Can Use AI
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Economics Editor Molly Smith and Bloomberg Economics US Economist Stuart Paul join to preview this week's economic data and what it might reveal about the path of inflation. Bloomberg News Rates ... Show More
53m 8s
Jul 2024
US Floats Stricter Trade Rules to Rein In China’s Chip Industry
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News US Semiconductor Reporter Ian King and Bloomberg News Senior Editor for Technology & Strategic Industries Michael Shepard discuss the Biden administration, facing pushback to its chip crackdown o ... Show More
53m 19s
Jan 2025
SoftBank Joins OpenAI, Oracle in AI Pact Unveiled by Trump
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Technology Co-Host Caroline Hyde interviews Arm CEO Rene Haas on the AI pact unveiled by President Trump. Bloomberg News AI Reporter Rachel Metz shares her thoughts on the AI infrastructure news. Naja ... Show More
57m 42s
Jan 2025
Xerox CEO on Business Reinvention
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Xerox CEO Steve Bandrowczak discusses the company's growth and acquisition strategy. Michelle Giuda, CEO of the Krach Institute for Tech Diplomacy at Purdue, shares her thoughts on national security concerns ov ... Show More
28m 37s
Jan 2025
Bloomberg Bonus Episode: Apple and Intel Earnings
Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Apple and Intel. They speak with: Bloomberg News Technology Reporter Jackie Davalos Angelo Zino, Senior Equity Analyst at CFRA Research Bloomberg Technology Co-Host Caroline Hyde See omnystud ... Show More
34m 55s
Jul 2024
Meta Sales Surpass Estimates on Advertising Growth
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Contributor Jon Erlichman and Bloomberg News Social Media Reporter Aisha Counts break down Meta reporting better-than-expected sales for the second quarter, offering evidence that the company’s h ... Show More
29m 16s
Nov 2025
DoubleLine Is Ringing Alarm Bells on the AI Debt Funding Bonanza
Credit investors should be careful about participating in the artificial intelligence boom, according to DoubleLine Capital. “You have to be not only cautious about the tech sector, but the tangential related sectors that are providing support for these new projects,” Robert Cohe ... Show More
45m 22s
May 2025
MNTN CEO Mark Douglas Talks IPO
Mark Douglas, CEO at MNTN, talks about going public today and raising funds at the top of the marketed range. Ryan Reynolds’ Ad Firm MNTN, Holders Raise $187 Million in IPO as the company has a market value of about $1.24 billion and a fully diluted value of about $1.6 billion, w ... Show More
3 m
Sep 2025
Intel Said to Seek Apple Investment as Part of Comeback Bid
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Intel Corp. has approached Apple Inc. about securing an investment in the ailing chipmaker, according to people familiar with the matter, part of efforts to bolster a business that’s now partially owned by the U ... Show More
42m 2s
Nov 2019
Home Depot Earnings, Markets Ride Out ‘Amen Corner’, Warby Parker Getting i nto Contacts
Bloomberg News Projects and Investigations Reporter Zach Mider discusses the SEC Chairman citing fishy letters in support of policy change. Ken Leon, Global Director of Equity Research at CFRA, breaks down Home Depot earnings. Jeff Krumpelman, Chief Investment Strategist at Marin ... Show More
34m 41s