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Bloomberg’s Tim Stenovec discusses the roller-coaster for tech stocks as the market reacts to the ongoing conflict with Iran. Plus, Tesla posts one of its worst sales quarters in years, disappointing Wall Street even as the company tries to convince investors its future is in AI. And NASA’s Artemis II crew prepares to fire their engines toward the moon. See omnystudio.com/listener for privacy information.
Bloomberg’s Tim Stenovec discusses OpenAI’s recent mega-funding round that valued the company at $852 billion. Plus, Anthropic blames the accidental release of internal source code behind its Claude coding assistant on human error. And, it’s launch day for Artemis II as NASA prepares to send astronauts back to the moon’s vicinity. See omnystudio.com/listener for privacy information.
Bloomberg’s Matt Miller takes a look at Nvidia’s $2 billion investment in Marvell, part of an agreement to collaborate on silicon photonics technology. Plus, the debt binge fueling the AI boom continues, with CoreWeave raising $8.5 billion from banks and investors to expand its cloud capacity. And the CEO of wearables startup Whoop discusses the company’s new $10.1 billion valuation after its latest funding round. See omnystudio.com/listener for privacy information....
Bloomberg’s Tim Stenovec discusses the selloff in tech stocks as investors weigh whether it's a turning point for the market. Plus, NASA prepares to launch Artemis II on a lunar flyby. And investors eye a mega $75 billion SpaceX IPO and the impact Elon Musk’s Terafab plan could have on the business. See omnystudio.com/listener for privacy information.
If you want to build a diversified portfolio, you need to assemble assets that respond to different return drivers. Digital assets can play a central role. For starters, cryptocurrencies like bitcoin behave differently than traditional equities or commodities, giving portfolios exposure to unique sources of risk and return. And within the crypto universe, you can find coins, protocols, and equities that all behave differently under different market conditions. By investing in a wide range of dig...
Bloomberg’s Ed Ludlow discusses the impact of the Iran war on markets as the Nasdaq 100 falls into correction territory and Big Tech stocks slide. Plus, Meta is set to fund the construction of seven new natural gas-fired energy plants to fuel its Hyperion data center in Louisiana. And, Anthropic is said to be looking to IPO as soon as October. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the jury verdict holding Google and Meta liable for a young woman’s social media addiction. Plus, the case in California was just the start of thousands of similar cases that could lead to impacts on the businesses of social media companies. And Google researchers tout a new compression technique for LLMs and vector search engines, sending shares of memory and storage companies lower. See omnystudio.com/listener for privacy information....
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Arm’s plans to sell its own chips for the first time, with Meta as the first major customer. Plus, space stocks climb after reports that SpaceX aims to file a prospectus for its mega IPO before the end of March. And Kleiner Perkins partner Ilya Fushman discusses the firm’s largest raise ever to back AI bets. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde and Ed Ludlow discuss whiplash in the markets as President Trump outlines talks to potentially end the war in Iran. Plus, Elon Musk's grand plan to manufacture his own chips for robotics, AI and space data centers involves two of his biggest companies. And, Nscale becomes one of Europe's most valuable startups with a $14.6 billion valuation and adds Sheryl Sandberg to its board. See omnystudio.com/listener for privacy information....
Bloomberg’s Caroline Hyde discusses Micron earnings as the memory maker plans heavy spending on production to meet demand. Plus, Alibaba says it's aiming to generate $100 billion in cloud and AI revenue within the next five years, even as earnings come under pressure. And, Uber is set to invest up to $1.25 billion in Rivian's robotaxi fleet in the ride-hail company’s latest deal. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde discusses Nvidia's outlook as the company says it's now getting orders from China and is ramping up sales of its H200 chips. Plus, the CEO of Nvidia, Jensen Huang, calls OpenClaw "the next ChatGPT", sending Chinese AI stocks higher. And the CEO of Kalshi, Tarek Mansour, gives an exclusive interview after Arizona filed criminal charges against the prediction market platform. See omnystudio.com/listener for privacy information....
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia's prediction that it will generate $1 trillion in sales through 2027. Plus, IBM CEO Arvind Krishna talks about the AI and M&A landscape, hot off the company's own GTC announcement. And, the CEO of Gecko Robotics explains how the startup deploys its AI-powered robots to assess the condition and readiness of the US Navy's warships. See omnystudio.com/listener for privacy information....
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rise in Meta’s shares following reports that the social media giant is planning big layoffs and news that it has expanded a compute deal with neocloud Nebius. Plus, OpenAI is in advanced talks to form a joint venture with private equity firms to boost enterprise adoption of its AI software. And Nvidia kicks off its developers’ conference, GTC, with all eyes on the global outlook for AI. See omnystudio.com/listener for privacy information....
Bloomberg’s Ed Ludlow discusses the impact the conflict with Iran is having on AI investments in the Middle East, as Meta pauses part of its major internet-expansion efforts in Africa. Plus, Adobe CEO Shantanu Narayen will resign amid skepticism about the company's ability to thrive in the AI era. And S&P Dow Jones Indices is considering changes to rules governing how companies join its index, which could fast-track SpaceX's entry after its IPO. See omnystudio.com/listener for privacy inform...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the fall in tech stocks as oil prices spike again, stoking fears the war in Iran will further crimp energy supplies and fuel inflation. Plus, Dell CEO Michael Dell and the US Energy Department Under Secretary for Science discuss their partnership and work to develop supercomputers. And, new details emerge on Apple's entry into the foldable phone category. See omnystudio.com/listener for privacy information....
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Oracle’s strong third quarter sales and full year outlook as demand for AI computing shows no sign of letting up. Plus, Meta plans to deploy four new generations of its in-house AI chips by the end of 2027 to help power its rapidly expanding AI workloads. And the CEOs of Uber and Zoox discuss their new partnership that will allow Uber customers to get robotaxis from Amazon's Zoox in Las Vegas, starting this summer. See omnystudio.com/listener for p...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s bond sale that is set to be one of the biggest corporate debt offerings ever, as it looks to fund the AI boom. Plus, Google introduces AI agents across the Pentagon's workforce to automate unclassified tasks. And, Hewlett Packard Enterprise CEO Antonio Neri discusses the company’s sales forecast that topped estimates on AI hardware demand. See omnystudio.com/listener for privacy information....
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact of the ongoing conflict in the Middle East. Plus, Oracle and OpenAI scrap plans to expand a flagship data center project in Texas. And Anthropic sues the Defense Department after the government labeled the AI firm a supply chain risk. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that the US Commerce Department has drafted regulations restricting AI chip shipments to anywhere in the world without American approval. Plus, Oracle plans to cut thousands of jobs as it handles a cash crunch from a massive AI data center expansion effort. And, the Pentagon has officially notified lawmakers that it has determined Anthropic and its products pose a risk to the US supply chain. See omnystudio.com/listener for privacy informat...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Broadcom’s results as the CEO predicts AI chip sales will top $100 billion next year. Plus, Anthropic has restarted talks with the Pentagon following the feud over AI use by the military, according to a person familiar with the matter. And, Founders Fund General Partner Trae Stephens and Nominal CEO Cameron McCord discuss the startup's latest funding and its efforts to modernize manufacturing. See omnystudio.com/listener for privacy information....
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rebound in tech stocks as investors seek clarity around the war in Iran, five days into the conflict. Plus, Anthropic is on track to generate annual revenue of almost $20 billion, more than doubling in a few months as the company continues to clash with the Pentagon over AI safeguards. And Apple comes after the PC market and budget-minded shoppers with its new $599 MacBook Neo. See omnystudio.com/listener for privacy information....
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the market sell-off as concerns about the Middle East conflict hit equities and bonds. Plus, they look at the math of military projectiles as the US uses costly missiles to combat cheap Iranian drones. And Coherent CEO Jim Anderson discusses Nvidia’s $2 billion investment in the photonics company. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde discusses the ongoing fighting in the Middle East following the US and Israel strikes on Iran over the weekend. Plus, Representative Sam Liccardo, Democrat from California, shares his thoughts on the need for a national AI policy. And fallout from the feud between the Pentagon and Anthropic over deployment of the AI company’s tech continues. See omnystudio.com/listener for privacy information.
'Bloomberg This Weekend' features unique conversations on business, news, lifestyle and culture. Join David Gura, Christina Ruffini and Lisa Mateo Saturdays and Sundays for discussions with business leaders, lawmakers and cultural icons. Watch the show LIVE on Bloomberg Television from 7AM-10AM Eastern Time. Listen to the show LIVE on Bloomberg Radio from 7AM-10AM Eastern Time. Listen to the Podcast for the best conversations from the show. Subscribe on Apple: https://podcasts.apple.com/us/podca...
Bloomberg’s Caroline Hyde discusses OpenAI’s $110 billion fundraise at a $730 billion valuation with key backing from Amazon. Plus, the feud between Anthropic and the Pentagon over AI use by the military continues. And Jack Dorsey’s Block says it's cutting half its workforce in a bet on AI. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s latest sales forecast, which drew a lukewarm response from investors, with concerns over a potential bubble still weighing on the chipmaker. Plus, Paramount Skydance and Warner Bros. Discovery put out earnings amid renewed takeover talks. And Snowflake CEO Sridhar Ramaswamy discusses the business’ strong growth outlook. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde and Ed Ludlow preview Nvidia’s earnings as investors look for fresh clues on AI’s market impact. Plus, Anthropic loosens its central safety policy amid a growing dispute with the US Defense Department over guardrails. And Sequoia partner Alfred Lin discusses AI’s impact on financial services alongside the CEO of his new portfolio company, Rowspace's Michael Manapat See omnystudio.com/listener for privacy information....
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Meta’s plans to buy AI chips and computers from AMD worth billions of dollars. Plus, AI whiplash in markets erupts again as investors navigate the disruptive power of agentic tools being unveiled by Anthropic. And the board of Warner Bros. Discovery is considering a new offer from Paramount. See omnystudio.com/listener for privacy information.
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact of tariff uncertainty on tech. Plus, AI disruption continues to rattle shares during a busy week of earnings that includes Nvidia and Salesforce. And Bitcoin has not been immune to the anxiety, sliding below $65,000 at one point for a second time this month See omnystudio.com/listener for privacy information.
Bloomberg’s Ed Ludlow discusses the US Supreme Court striking down President Trump's sweeping global tariffs. Plus, Netflix co-CEO Ted Sarandos tells Bloomberg the company's bid to acquire Warner Bros. Discovery will close, even after Warner reopened talks with Paramount Skydance. And West Virginia Attorney General John McCuskey explains why he is suing Apple over child sexual abuse material. See omnystudio.com/listener for privacy information....
