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Microsoft, Nvidia Commit $15 Billion to OpenAI Rival
Bloomberg’s Caroline Hyde breaks down what’s behind Microsoft’s and Nvidia’s commitment to invest up to $15 billion combined in AI startup Anthropic. Plus, Saudi Arabia's Crown Prince visits the Whit…
Published on 3 weeks, 3 days ago
Theil’s Hedge Funds Sells Entire Nvidia Stake
Bloomberg’s Caroline Hyde discusses the move by Peter Thiel’s hedge fund to sell its holdings in Nvidia and its stock impact ahead of earnings. Plus, the crypto market selloff shows no signs of easin…
Published on 3 weeks, 4 days ago
AI Funding Frenzy Continues with Cursor, Thinking Machines
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the latest moves in tech stocks as skepticism grows about whether the Federal Reserve will cut interest rates in December. Plus, Thinking Machines, the…
Published on 4 weeks ago
Cisco Shares Nears Dot-Com Highs
Bloomberg’s Caroline Hyde and Ed Ludlow speak with Cisco CEO Chuck Robbins after the company raised its outlook and showed progress capturing more of the global AI spend. Plus, their conversation wit…
Published on 4 weeks, 1 day ago
Anthropic to Spend $50 Billion Building US Data Centers
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the continued data center boom, as Anthropic pledges to spend $50 billion building data centers in the US, and Meta announces plans for a $1 billion da…
Published on 1 month ago
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 other AI investments. Plus, CoreWeave CEO Micheal In…
Published on 1 month 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 end. Plus, tech and media earnings continue, with C…
Published on 1 month 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 AI chip investments. Plus, they dig into Elon Musk’…
Published on 1 month 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 down earnings from Chime, Lyft, Robinhood and Figma…
Published on 1 month 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 with the city’s Mayor-elect Zohran Mamdani. And all…
Published on 1 month, 1 week ago