logo
episode-header-image
Oct 15
42m 33s

ASML Earnings Signal AI Demand Holding S...

bloomberg
About this episode

Bloomberg’s Caroline Hyde breaks down ASML’s earnings as the AI boom continues to fuel demand for its cutting-edge chip-making machines. Plus, deals to develop data centers just keep coming, among them Microsoft and UK startup NScale inking a fourth deal. And Apple updates its top-of-the-line iPad Pro and other products with its own in-house chip.

See omnystudio.com/listener for privacy information.

Up next
Yesterday
AI, Crypto Anxiety Creates Volatile Week for Markets
<p>Bloomberg&rsquo;s Caroline Hyde discusses the wild ride markets have been on as AI and crypto anxiety hit investors. Plus, OpenAI is teaming up with Foxconn to design AI data center hardware in the US. And Cerebras CEO Andrew Feldman shares his thoughts on the US approval for ... Show More
43m 17s
Nov 20
Nvidia’s Forecast Lifts AI Trade
<p>Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss Nvidia&rsquo;s earnings, as the AI chip leader delivers an upbeat forecast. Plus, Palo Alto Networks CEO Nikesh Arora discusses the company&rsquo;s earnings and plans to buy Chronosphere for $3.35 billion. And AI pioneer Ya ... Show More
44m 11s
Nov 20
Bloomberg Tech Special: Nvidia CEO Jensen Huang on Upbeat Forecast
<p>Nvidia CEO Jensen Huang discusses the "off the charts" sales of the Blackwell advanced graphics processing unit (GPU), the company's new Vera Rubin platform and the outlook for demand from China with Bloomberg Tech co-host Ed Ludlow, in a special conversation as heard on Bloom ... Show More
15m 18s
Recommended Episodes
Aug 2024
Tech Investor Gene Munster on MegaTrends | Okay, Computer.
Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ... Show More
40m 29s
Nov 11
Clio Secures 5B Funding and Acquires vLex, TSMC Surges on AI Demand, OpenAI Targets Health Care, AI Boom Fuels Silicon Race, and more...
(0:10): Clio Secures $5B Funding, Acquires vLex to Revolutionize Legal AI Landscape(2:06): TSMC Hits Record Revenue Amid AI Chip Demand, Faces Challenges with US-China Tensions and Market Volatility(4:14): OpenAI Ventures Into Healthcare with AI-Powered Personal Health Assistant ... Show More
11m 1s
Sep 9
Apple’s Latest Hardware Updates… And A Buyback Bump 9/9/25
<p>Apple unveiling new iPhones, watches, and AirPods at its product event. How the tech giant is raising prices, and why one top analyst isn’t loving the latest updates. Plus the under-the-radar group of stocks quietly outperforming the broader market. What they have in common, a ... Show More
46m 45s
Jul 2025
US-EU reach trade deal, tech earnings, Tesla-Samsung chip pact
US stocks rise as the US and EU reach a significant trade deal: the EU accepts a 15% tariff on most exports to the US and will lower levies on key American products. The agreement includes a $750 billion EU energy purchase and $600 billion in US investments, boosting US defense s ... Show More
23m 59s
Oct 2024
Mon. 10/21 – Google Get’s A Stay
Google’s strategy of keeping it in the courts is already going to plan. New AI agents from Microsoft. New Open Source models from IBM. Perplexity is looking to raise again. How far behind Apple thinks it is in AI. And what it’s like to use your AirPods as hearing aids. Sponsors: ... Show More
17m 8s
Jul 2024
After The AI Gold Rush with Guy Adami | Okay, Computer.
Dan Nathan and Guy Adami discuss recent market trends, focusing on the NASDAQ's highs and the outperformance of semiconductor stocks, particularly NVIDIA. They also delve into enterprise software performance, with companies like Salesforce and Adobe dipping in the market. The con ... Show More
32m 45s
Oct 2024
TNB Tech Minute: OpenAI Raises $6.6 Billion in New Funding Round
Plus, Tesla reports its first rise in quarterly deliveries this year. And Nvidia joins forces with IT consultant Accenture to encourage companies to use AI products. Zoe Thomas hosts.  Learn more about your ad choices. Visit megaphone.fm/adchoices 
2m 58s
Sep 19
Closing Bell Overtime: Stocks Power To Record Highs; Fans Flock To Apple Stores as New iPhone Goes on Sale 9/19/25
<p>Markets extend recent strength and notch fresh records. Former Bridgewater Chief Investment Strategist Rebecca Patterson on what's next for markets. Our Steve Kovach is on the ground at an Apple store to gauge customer excitement for the new phone. Vital Knowledge's Adam Crisf ... Show More
41m 52s