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Ed Ludlow

๐Ÿ‘ค Speaker
8229 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

And then there will be other software companies that have really deep tentacles inside organizations, really form the backbone of companies' workloads and processes and data storage and data analysis.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

And I think that they will thrive.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

So it's a mixed picture.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

Salesforce, Snowflake, they'd be a test of that, wouldn't they?

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

Jed Ellerbrook of Argent Capital Management, thank you very much.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

I want to go back to PayPal.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

The stock's up about 6% right now.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

They've been halted for volatility after a big spike post that Bloomberg News report that it is attracting takeover interest.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

The Bloomberg report details that one big rival is considering buying all of PayPal.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

In other cases, other potential bidders looking at certain assets.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

And PayPal has been meeting with banks about this unsolicited interest.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

We know this is a stock that's been under pressure, not just year to date, but over the last 12 months, down about 46% in that 12-month period.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

Now we're up 7% in the session.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

PayPal declined to comment.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

We'll continue to track it.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

Caro?

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

We will.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

We'll also continue to track Bitcoin.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

It touched $65,000.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

In fact, went below it as tariff anxieties broaden out.