Episode (200)
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All Eyes on Nvidia Ahead of Earnings
Nov 19, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss what investors are keeping their eyes peeled for when Nvidia’s earnings come out. Plus, Nvidia CEO Jensen Huang and Tesla CEO Elon Musk speak at the US-...
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival
Nov 18, 2025Bloomberg’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 White...
Theil’s Hedge Funds Sells Entire Nvidia Stake
Nov 17, 2025Bloomberg’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 easing...
AI Funding Frenzy Continues with Cursor, Thinking Machines
Nov 14, 2025Bloomberg’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 ...
Cisco Shares Nears Dot-Com Highs
Nov 13, 2025Bloomberg’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 with...
Anthropic to Spend $50 Billion Building US Data Centers
Nov 12, 2025Bloomberg’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 dat...
CoreWeave Tumbles on Data Center Delay
Nov 11, 2025Bloomberg’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 Int...
Tech Stocks Rally on Hope US Shutdown Nears End
Nov 10, 2025Bloomberg’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 Co...
AI Backstop Debate, Musk’s $1 Trillion Pay Package
Nov 07, 2025Bloomberg’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’s...
Qualcomm Earnings, Musk $1 Trillion Pay Vote
Nov 06, 2025Bloomberg’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....