Episode (200)
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Nvidia Shares Fall on Reports of Google Competition
Nov 25, 2025Bloomberg’s Caroline Hyde discusses the fall in Nvidia shares following reports that Meta is in talks to spend billions on Google’s AI chips. Plus, Chinese leader Xi Jinping revived the topic of China...
Big Tech’s AI Debt Is Raising Investors’ Eyebrows
Nov 24, 2025Bloomberg’s Caroline Hyde discusses what stocks are moving as investors eye the growing amount of debt tech companies are taking on to support the AI buildout. Plus, investors pulled $3.5 billion from...
Special Episode: Here's Why AI Costs Still Worry Investors
Nov 22, 2025Today we’re sharing something a little different in your feed — an episode from our colleagues at Here’s Why, Bloomberg’s weekly show that answers one big question in under 10 minutes, explaining the ...
AI, Crypto Anxiety Creates Volatile Week for Markets
Nov 21, 2025Bloomberg’s Caroline Hyde discusses the wild ride markets have been on as AI and crypto anxiety hit investors. Plus, OpenAI is teaming up with Foxconn to design AI data center hardware in the US. And ...
Nvidia’s Forecast Lifts AI Trade
Nov 20, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s earnings, as the AI chip leader delivers an upbeat forecast. Plus, Palo Alto Networks CEO Nikesh Arora discusses the company’s earnings and pla...
Bloomberg Tech Special: Nvidia CEO Jensen Huang on Upbeat Forecast
Nov 20, 2025Nvidia CEO Jensen Huang discusses the "off the charts" sales of the Blackwell advanced graphics processing unit (GPU), the company's new Vera Rubin platform and the outlook for demand from China with ...
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 ...