Podcast Episodes
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CoreWeave Tumbles on Data Center Delay
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in Nvidia shares as SoftBank sells its entire stake in the chipmaker to help bankroll its ot…
5 months ago
Tech Stocks Rally on Hope US Shutdown Nears End
Bloomberg’s Tim Stenovec discusses the rally in tech stocks as risk-on sentiment rises off of hope the US government shutdown could be coming to an e…
5 months ago
AI Backstop Debate, Musk’s $1 Trillion Pay Package
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impacts of comments made by OpenAI CFO Sarah Friar that suggested the government might backstop A…
5 months, 1 week ago
Qualcomm Earnings, Musk $1 Trillion Pay Vote
Bloomberg’s Caroline Hyde and Ed Ludlow speak with Qualcomm CEO Cristiano Amon about the company's earnings and the outlook for AI. Plus they break d…
5 months, 1 week ago
New York Tech Sector Prepares for Mayor-Elect Mamdani
Bloomberg’s Ed Ludlow discusses AMD’s earnings as AI valuation concerns from investors continue. Plus, New York City’s tech sector prepares to work w…
5 months, 1 week ago
Investors Question AI Valuations
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in tech shares as concerns grow about the sustainability of the AI rally. Plus, as earnings …
5 months, 1 week ago
Amazon, OpenAI Strike $38 Billion Nvidia Chip Deal
Bloomberg’s Caroline Hyde discusses Amazon’s $38 billion deal to supply OpenAI with Nvidia chips, as the AI investment boom continues. Plus, Xiaomi's…
5 months, 1 week ago
Amazon Shares Soar on Cloud Growth
Bloomberg’s Caroline Hyde discusses investors' reactions to earnings releases from Amazon, Apple, Twilio and others. Plus, Nvidia CEO Jensen Huang st…
5 months, 2 weeks ago
Tech Earnings Show Heavy AI Spending Continuing
Bloomberg’s Caroline Hyde and Ed Ludlow discuss earnings from Alphabet, Microsoft and Meta as Apple and Amazon prepare to report after the bell. Plus…
5 months, 2 weeks ago
Nvidia Becomes First $5 Trillion Firm, Lifted by AI Boom
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s impact on the market as the chipmaker becomes the first $5 trillion firm off the back of its…
5 months, 2 weeks ago