Deep Dive: Big Tech Cloud & AI Bets

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Hyperliquid (PURR) is rising this morning as the SEC is moving forward with a plan to allow digital versions of securities to start trading in the US after crypto legislation failed a key Sen ...  Show more

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Softcat shares fluctuate after the IT reseller raised guidance for FY26 operating profit growth, while announcing an acquisition that was partially funded by an equity raise.- Infineon shares ...  Show more

Bloomberg's Caroline Hyde and Ed Ludlow sit down with Intel CEO Pat Gelsinger as shares fall on its tepid outlook. Plus, AI demand sends shares of Microsoft and Google soaring after strong earnings results. And, Uber-backed Lime expands its fleet of e-scooters globally. See omnys ...  Show more

Shares of Oracle getting hit on reports the company is seeing thin cloud margins from its Nvidia chip rentals. So is the hiccup a sign of more cracks to come in the AI trade? Plus Retail stocks stuck at check out recently, but could Amazon’s Prime Day and other retail deal day ...

Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways to go.  (00:42) Bill Mann and Matt Argersinger discuss: - How AI demand is refu ...  Show more

Adobe President of Digital Media Business David Wadhwani joins Bloomberg Intelligence senior technology analyst Anurag Rana to explore how generative AI is expanding client engagement across the company’s Creative and Document Cloud suites. They discuss improvements in consumer n ...  Show more