Technology

Jay Goldberg, senior analyst at Seaport Research Partners, says it's time for things to change at Qualcomm. He explains on "Bloomberg The Close." (Source: Bloomberg)

Workday Inc. is cutting about about 400 employees, saying it will help the software company better invest in priority areas.

Scott Devitt, Wedbush equity research analyst, reacts to Alphabet's fourth-quarter earnings and spending plans on "Bloomberg The Close." The Google parent said it will spend $175 billion to $185 billion this year, compared with the $119.5 billion analysts expected. Devitt also comments on the outlook for Amazon's earnings. (Source: Bloomberg)

Bloomberg’s Caroline Hyde and Ed Ludlow discuss AMD’s sales forecast that underwhelmed investors and sent the chipmaker's shares falling. Plus, the selloff continues across tech markets as fears of AI disruption take hold following the release of Anthropic's new automation tool. And, Bloomberg reports Nvidia is nearing a deal to invest $20 billion in OpenAI, with the AI company looking to raise up to $100 billion for a new funding round. (Source: Bloomberg)

Snap Inc. reported better-than-expected holiday quarter sales despite a decline in daily users, a sign of the continued evolution of its advertising business and its growing suite of consumer subscription services that are now contributing meaningfully to the company’s bottom line.

Alphabet Inc. topped projections for quarterly revenue and outlined an ambitious capital spending plan, far surpassing predictions, leveraging its growth to build out the data centers and infrastructure needed to lead in the AI age.

Qualcomm Inc., the largest maker of smartphone processors, gave a lackluster revenue forecast for the current period, stoking concern that component shortages will hurt consumer demand by driving prices up. The shares dropped in extended trading.

Arm Holdings Plc shares tumbled in late trading after the chip designer’s sales forecast disappointed investors, who have grown more skeptical of companies tied to artificial intelligence in recent days.

By many counts, SpaceX is the most successful venture Elon Musk ever started. The rocket maker revolutionized the space industry, built a multibillion-dollar business fueled by lucrative government contracts and a growing satellite communications network, and still has few credible competitors.

On today’s Big Take podcast: Sarah Frier and Sarah Holder break down why the pressure is building on tech companies to prove their AI investment will pay off — and soon bit. (Source: Bloomberg)

Almost half a trillion dollars has been wiped off cryptocurrencies in less than a week as a selloff led by Bitcoin accelerated. Bitcoin hit a 15-month low at one point on Wednesday. Bloomberg's Norah Mulinda reports. (Source: Bloomberg)

Losses are piling up for software stocks as investors worry about the business risks they face from better artificial intelligence tools. A new productivity tool released by Anthropic PBC sent stocks tumbling. Bloomberg's Carmen Reinicke reports. (Source: Bloomberg)

From artificial intelligence and global security to markets, trade and resilience, Bloomberg House convened an influential cross-section of global leaders on the sidelines of the 2026 World Economic Forum in Davos. The gathering included heads of state, cabinet ministers and technology leaders such as Dario Amodei, Demis Hassabis, Yuval Noah Harari, Meredith Whittaker and Nigel Farage. (Source: Bloomberg)

A brutal rout in software stocks has rattled investors across Wall Street, but it’s provided a boon to those betting against the group.

Investors are awaiting earnings from Google, due after the closing bell. Those results come as fears of AI disruption ripple through markets, hitting software makers, investment firms, and ad agencies, including MNTN. CEO Mark Douglas joined Bloomberg Open Interest to talk about the shifts in advertising as the AI buildout ramps up. (Source: Bloomberg)

Positron has raised $230 million in Series B funding, pushing its valuation past $1 billion as the AI chip startup takes aim at Nvidia. Positron CEO Mitesh Agrawal joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)

Auger, the logistics software startup founded by former Amazon.com Inc. retail chief Dave Clark, has signed up Meta Platforms Inc. as a customer.

Apple Inc. is trading in the opposite direction of technology stocks and the broader market as investors increasingly view it as an oasis of safety amid fears of artificial intelligence disruption.

Brookfield CEO Bruce Flatt discusses his future role at the company, his big bet on AI infrastructure and nuclear power, and his strategy for investing in the credit market. Brookfield Asset Management named Connor Teskey CEO, freeing up Flatt to focus on his plan to turn parent company Brookfield Corp. into an investment-led insurer. He speaks with Dani Burger on the debut episode of "Bloomberg Deals." (Source: Bloomberg)

Brookfield CEO Bruce Flatt says there is an underinvestment going on in private markets with Dani Burger on "Bloomberg Deals." (Source: Bloomberg)