Fri. 05/03 – Apple Earnings Underline Their P...

Anthropic revealed Claude broke into three real organizations during cybersecurity tests it thought were simulations. Apple slid 10% as component shortages hit its outlook, Amazon jumped on accelerating AWS growth and a $220B capex plan, and Aschenbrenner's fund cratered 67%. Ant ...  Show more

Microsoft surged 15% on its fastest cloud growth since 2022, while Meta slid 10% defending its AI spending. Aschenbrenner's hedge fund unwound positions after the AI rout, the EU targeted ChatGPT under the DSA, and airlines let AI set fares. Microsoft's Shares Surge on Fastest Cl ...  Show more

Bloomberg's Caroline Hyde and Ed Ludlow break down Apple's second downgrade in a week as analysts caution on slowing iPhone demand. Plus, Mobileye plunges as its full-year revenue forecast falls short of Wall Street estimates, and new data painting a bleak picture for Silicon Val ...  Show more

Barclays says Apple sales are likely to be sluggish; many EVs lose $7,500 tax credit; McKinsey agrees to near $80 million opioid settlement; nearly half the states implement minimum wage increases. 

Bloomberg’s Ed Ludlow breaks down why the Magnificent Seven are lower on Monday as investor sentiment sours more broadly following Moody’s US credit downgrade. Plus, Nvidia says it will allow customers to use rival chipmakers in an effort to expand its AI ecosystem, and Apple has ...  Show more

On Tech Tent this week Silicon Valley reporter James Clayton joins us from Apple's new product launch in Cupertino, California. We hear from the British firm which is ahead of the pack when it comes to making satellite phones mainstream. We interview a senior figure at Cloudflare ...  Show more