Deep Dive: Big Tech Cloud & AI Bets

Today's biggest winners and losers in the stock market, a look at the notable movers: On this episode of Stock Movers:- Marvell Technology this week announced plans to acquire Lumentum Holdings at a valuation of $115 billion. Shares of Lumentum and Marvell were on pace for histor ...  Show more

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Tim Stenovec, Carol Massar- Airbnb ( ...  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