Episode (200)
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Blo, Lenovo Soars on AI Growth
May 22, 2026Bloomberg’s Ed Ludlow breaks down what comes next after a critical Starship launch was scrubbed, and he discusses what that means for the space company's planned mega IPO with a SpaceX alumni and an e...
SpaceX Files for Nasdaq IPO
May 21, 2026Bloomberg’s Ed Ludlow breaks down SpaceX pitching a $28.5 trillion opportunity, from AI to Mars, ahead of an all-time blockbuster IPO. Plus, Nvidia fails to reignite the AI trade as CEO Jensen Huang p...
Nvidia Earnings In Focus; SpaceX Eyes Historic IPO
May 20, 2026Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia's earnings report, as investors anxiously await for the world’s most valuable company to show whether it can continue delivering the explos...
Google, Blackstone to Create AI Cloud Firm
May 19, 2026Bloomberg’s Caroline Hyde and Ed Ludlow discuss Google's decision to create an AI cloud business with Blackstone which will run on Google's homegrown AI chips. Plus, the legal battle between Elon Musk...
Nvidia CEO Jensen Huang & Dell CEO Michael Dell on Agentic AI, Memory Demand and China
May 18, 2026Dell CEO Michael Dell and Nvidia CEO Jensen Huang say supply chain constraints are still the biggest bottleneck to AI growth, even as demand surges worldwide, including in China. Speaking with Bloombe...
Nvidia Earnings This Week; Biggest Power Deal in History
May 18, 2026Bloomberg’s Caroline Hyde discusses what to expect from Nvidia this week as investors anxiously await the company's earnings results. Plus, the AI data center boom triggers the largest power deal in h...
Figma CEO Dylan Field on Strong Earnings
May 15, 2026Figma gave an outlook for revenue in the current period that topped analysts’ estimates, touting early traction from charging users directly for AI features. CEO Dylan Field joins to discuss his compa...
Cerebras Goes Public in Year's Biggest IPO
May 14, 2026Bloomberg’s Ed Ludlow breaks down why Cisco shares jumped the most since 2011 after the company's earnings results. Plus, more details emerge after President Trump's meeting with China's Xi Jinping, C...
Anthropic Eyeing Over $900 Billion Valuation
May 13, 2026Bloomberg’s Caroline Hyde and Ed Ludlow discuss what to expect from the highly anticipated meeting between President Trump and China's Xi Jinping, as Nvidia CEO Jensen Huang gets added to the trip las...
AI Dividend Proposal Roils Korean Market
May 12, 2026Bloomberg’s Caroline Hyde and Ed Ludlow discuss comments by a South Korean policymaker that the country should pay citizens a “dividend” using taxes on AI profits. Plus, the largest US derivatives exc...