caroline: i am caroline hyde. this is bloomberg technology. apple is making its latest moonshot technology on glucose tracking. tesla announces a has chosen palo alto for the company's global engineering headquarters. we will have an exclusive conversation with the ceo of mercedes. that and so much more coming up, included -- including earnings. mastec managed to claim to the green, other benchmarks in the red. we managed to push on a 10th percent higher. the bears now are running bowls in the run-up. the 10 year yield is down three basis points. i want to get to some of your individual movers after the bell. let's dive into nvidia. plosser my mr. in terms of revenue. -- plus or minus 2% in revenue. etsy is up 5%. ebay on the downside. the market reassessing what the forward going looks like. let's get into apple. we saw some gyrations throughout the stock on the day. look at this peak high at the speak hyatt about 2:00. that was new york time. we got a scoop. mark gorman broke the story. talk us through what this will be about. >> all about t

♪ >> i am caroline hyde in bloomberg's world headquarters in new york. ed: i am ed ludlow.his is bloomberg technology. >> section 230 is front and center. we will bring you the latest from the supreme court pivot -- supreme court. ed: meta-taking cues from twitter. we will run you through the details. caroline: we will hear from brad smith as it looks to save is activision deal in europe. let's check in on these markets first and foremost. we have a day where the wind has been taken out of the sales for these benchmarks. back 2.5% on the nasdaq, the 10-year borrowing cost spiking higher. we worry about the federal reserve having to tackle inflation, and though macroeconomy -- the macroeconomy, the details we see from these retail numbers. in the equity market, over the last couple of days, bitcoin has been under pressure, but some of these correlations are breaking down. we are seeing the lowest correlations of years. we still managed to be holding over $24,000 despite the music. ed: it is the same themes, worries about the fed. tesla down five percent. across the nasdaq, 9

caroline: i'm caroline hyde a bloomberg's world headquarters in new york. ed: i am as a san francisco this is "bloomberg technology." caroline: tech stocks take a hit, latest inflation print spooking investor sentiment. ed: that look on m&a as the justice department eyes adobe's bid. caroline: we take a look at why cybersecurity is more important now than ever. all that and coming up, but first-aid key check in the markets -- first, key check on the markets, macro, the pce, the preferred inflation reading the fed keeps an eye on. nasdaq is down report 3% of the week -- is down 3.3% on the week. the vix, volatility gauge, rises a little bit up the 21 handle. let's look at the key risk assets. i bring you the world of crypto, under pressure, this is a worry as we see correlations between the tech stocks and therefore what is happening with crypto. it just rose a little bit once again. ed: when you look at single names, the risk of heard mentality is in effect right now. the nasdaq 100, friday 100 names in the red, -- 91 names in the red. this is the worst week

caroline: i'm caroline hyde up bloomberg world headquarters in new york. ed: i'm ed ludlow. artificial intelligence is driving markets and earnings are front and center. caroline: lyft after hours falling after it is losing shares two. ed: social media in the spotlight on capitol hill with former twitter executives telling lawmakers to hold off on regulating online content. caroline: the latest on disney as activist investor nelson peltz stands down on his proxy fight. is the battle over? that and more is coming up. the first two days lows since december, 2.7%. the nasdaq off by one percentage point on the day. on the macro, the federal reserve, interest rates higher. that's why we see overall concern as evidenced in the vix picking up. the 10 year yield borrowing costs rise. the canary in the coal mine is the retail investor. they are getting bullish. the first time we have seen that since april. many say, we are now let -- like to the party. ed: so many stories for individual stocks. alphabet down another 4.4% this thursday, the biggest two day drop since march as they cont

i am caroline hyde in new york. ed is in san francisco.ech sector getting left off today from the macros trends, from the fed. ed: this is the first big post fed rally since july. i will go to one chart which is nasdaq futures jump to year yield goes down. it is a snapshot of the story. we have one of the great bloomberg minds at joining us at the moment who can get into this. my point is very simple. 25 basis point hike in a morning from powell that while they are making progress on inflation they still four hikes to come. for the market, it's about windows the policy pivot come? in the context of tech, higher rates discount present value of future profits. that's what we look so closely at the relationship between yield and the nasdaq 100 or nasdaq futures in this case. you talk about bitcoin earlier but let's talk about risk assets. a pretty broad rally. i'm looking at the nasdaq 100. more speculative corners of the market like goldman sachs and nonprofits tech index, the stocks that trade at high multiples extreme multiples, some relie

♪ caroline: i'm caroline hyde at bloomberg's world headquarters in new york.d: i'm ed ludlow in san francisco. emily: elon musk continues cost-cutting and we have more on layoffs as -- production as well. ed: today's big take focuses on how the ford f1 50 lightning is built of materials alleged to be damaging the amazon. those who call it home will bring you the details. emily: snapchat unveils a new tool to protect children. all that and more coming up. foremost, we get to the markets. after a reprieve after the selloff the previous week to read we are up 6/10 of a percent on the nasdaq. europe gets a bid that largely feels to do with borrowing costs at the moment. u.s. treasuries, may be a bit of reassessment as to whether we are buying the dip when it comes to equities or bonds. let's look at what has not been bought on the dip. crypto after what has been a phenomenal january, february less so. if you look at a two day basis from the point we are tracking it is up 2% below 24,000 even on a day that we saw u.s. dollar weakness. ed: from the macro to the micr

caroline: i'm caroline hyde new york. caroline: and i'm ed ludlow. caroline: we have a lot to digest today on the disney front. it is front and center as the company cut seven -- 7000 jobs. ed: google shares tumbling the rise over the accuracy of the search drive ai technology. we will bring you the details. caroline: we will discuss the first ever trademark trial examining nft's as the case tests consumer products all that and so much more coming up for we get to the markets markets were lowered today. basically just giving back what we gained yesterday. down 1.7%. this is about the federal reserve the line above the other fomc members talking about need to curtail inflation. we get a little more bearishness. we see the fix picking up so clearly volatility in the air. as we see the federal reserve is trying to talk up more focus on inflation perhaps more hikes. crypto has been on the downside. we are holding onto our gains but it is at 22,950. ed: the biggest read from a standpoint perspective alphabet down. worries about the accuracy of video the c

caroline: i am caroline hyde. ed: this is bloomberg technology. caroline: coming up, eat deep dive into ev's, rivian and tesla. ed: both we speak to the cfo and zoom. carolyn: raising two million dollars in two adventure funds. we sit down with matt harris for more. before we go into the private side of the market, the public site. lackluster day to end the month. it was a lackluster month, now stop -- nasdaq off fight tempers on the s&p was down more than 2%. inflation running hot in europe. what does that mean about their curtailing and what that means for central-bank policy over there? pushing back on risk tolerance. two year year higher. you risk reward. it ain't pretty. we will look at that. a lot of analysts looking at that, signaling that they do not think the risk reward and equities versus bonds is bad. the yield at the moment, earnings yield, sax is a be the 10 year yield is up. ed: is why that forward-looking commentary is so important. a lot of volatility at this session, zoom closing at 1.2%, but it had been higher after a strong four

caroline: i'm caroline hyde. hit: i a driver no surprise. caroline: no surprise heavy medicine of the stock pot to of course bloomberg at google. we get into that in just a minute. the hate crime race is on we bring the latest global generative ai and the big big announcement. it will let and honing in on the chip industry and increase in revenue. we speak with the ceo of the company as it prepares what they hope will be the largest for a chip. caroline: zillow slashing a percentage of its workforce. all that and so much more coming up but first we check-in on the wrist, validate and check in on the markets. the nasdaq 100 the big is trending higher the impending announcements or was it more jay powell not pushing back on the bullish town in the market? also a leg higher the 10 year yield we saw a be the mother does bond market decided there are more hikes to come but the stock market really j bennett on what jay powell didn't have to say. let's see what it meant for other risk assets. i'm going to give you quick note we look at what is happe

caroline: i'm caroline hyde in new york firm bloomberg world headquarters. ed: i'm ed ludlow this is bloomberg technology. caroline: shares climbed 15% after the ai push. we will chip away at the details. ed: we will have the latest in the world of crypto as sam bankman-fried faces new charges. we will discuss with crystal hayne. caroline: goldman sachs faces a stripe. all that and so much more coming up from the private markets back to these public markets. let's check in, optimism managed to push through even as we look towards the key inflation. s&p back above the 4000 level. msci all country index pushes up. we will take into that. the seven year yield managed to pull back after it reached a record high at the auction earlier today. let's see what is happening in the world of crypto. i'm looking at what has actually been about the 23,000, almost 24,000 level down over the last couple of days. we have managed to push away from the correlation of the stock market. ed: for the technology sector, earnings is still a sector. not only missed expectations but gu

caroline: i'm caroline hyde that the bloomberg world headquarters in new york. ed: and i'm ed ludlow in san francisco. progress in the battle of inflation. warnings on rates and we haven't even gotten to earnings yet. ed -- caroline: macro and micro, so important. plans to buy back meta-shares, working against efficiency for long-term goals in short-term cost-cutting as they get court approval to purchase avr startup. and my exclusive conversation with alex karp, who has pointed words for shareholders and potential new hires. crypto -- crypto hackers -- caroline: crypto hackers store more than ever into thousand 22. at first, let's stick with the nasdaq. you just call it. what a rally we saw for tech stocks outperforming. the relief from the federal reserve who seems to be indicating a dialing back and all of those rate hikes. the world index is up 9/10 of 1% as europe was cautious ahead of the fed, ecb, the boe. chinese tech stocks did pretty well in morning trading. two-year yields coming down significantly as we anticipate the terminal rate, where we will eve

caroline: i'm caroline hyde at our world headquarters in new york. ed: i'm ed ludlow in san francisco, this is bloomberg technology. caroline: we break down the cpi report. ed: bringing you the latest in the world of ai. jumping again, no obvious driver. the chairman joins us to discuss with the company is doing to justify the jump in stock. caroline: and we speak to the ceo of a semi conductor company weathering the slump. joining us with their outlook. all of that in so much more, coming up. let's dig into the markets. it was a big macro picture kind of day. hotter than anticipated year on year, the nasdaq pushes through. up 6/10 of 1%. maybe near the end when they are close to fighting tactics. the two year yield, listening more to the inflation override that they are worried about with inflation remaining hot. yields in borrowing costs, dialing back on the mix, it might be more about the geopolitics. the fact that those new ufos or items were shot out of the sky. maybe a dial back the anxiety. we may have seen a bounce back in terms of crypto. loo

caroline: i am caroline hyde at bloomberg world headquarters in new york. ed: the market risk on when it comes to tech, not too hung up about the talk about ufos. caroline: let's get to it. coming up this hour, secretary of state lincoln considering a meeting with china's top diplomat, the first face-to-face talks since the u.s. shot down a chinese spy balloon. ed: in spite of rising tensions with china, ford teaming up with a chinese company to build a giant battery plant in michigan. our conversation with the ev of industrialization. caroline: the crypto crackdown is putting a finance link in the crosshairs. first, we check on those markets. enthusiasm when it comes to stocks. 1.5 percent higher on the nasdaq. last week it had its worst selloff this year. it seems as though forward-looking expectations dialed down this year. msci up .8%. europe had a good risk on rally as well. we did see elevation in terms of two year borrowing costs, mainly thinking the fed is going to have to tackle inflation above 6%. one risk asset that did not get much love has been

>> i'm caroline hyde. >> i'm ed ludlow. this is bloomberg technology. three giants of global technology. three disappointing earnings reports. >> will that put an end to quite a run-up in tech stocks. the juggernaut that is apple reports its first revenue decline since 2019, falling short almost across-the-board product wise. >> the rally stalls. alphabet feeling the slowdown in ad spend. we speak to the cfo. >> amazon projects slower sales. let's check in on these markets. it was a day of green across-the-board. really bullish sentiment coming in across. this is not just a day of micro, this is a day of macro. they try to see some softness in tone in terms of how fast they hike rates. we see meta-platforms really stand out. maybe this why nasdaq was on such a big tear. 23%, best day since 2013. let's look at what is happening in terms of the crescendo toward what was so close to a bull market. this is the wrong chart. we were looking at what is happening in terms of the higher expectations coming in in terms of earnings and the fact that we were seeing

carol: i'm caroline hyde at bloomberg world headquarters in york. ed: i am as a low in san francisco, this is bloomberg technology. what a week in the world of technology. >> earnings coming thick and fast, we are starting to digest them you look ahead to a important big game on sunday. coming up a record plunge for lyft the ridesharing giant sees shares plummet as it loses market share to. ed: using automated intelligence to combat automated intelligence. we speak to the ceo of seekr. how his technology is fighting the growing problem of misinformation in generative ai. >> coming down to the super bowl, the betting, the advertising, what to expect and what to order when you watch the big game this sunday. all that and more coming up a big -- a check on what is happening in the markets. is about the macro, federal reserve, tech stocks falling is borrowing costs rise. the nasdaq is off once again the biggest -- the vix index stabilizing run 20 volatility is elevated as we deal with swirling movements and stocks likely to prevail, let's show what it m

. >> i'm caroline hyde. >>