Episode (200)
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OpenAI Raises $110B from Amazon, Nvidia, Others
Feb 27, 2026Bloomberg’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 milit...
Nvidia Delivers Upbeat Forecast to AI-Wary Market
Feb 26, 2026Bloomberg’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. Pl...
Investors Await Nvidia’s Earnings, Anthropic Loosens Safety Policy
Feb 25, 2026Bloomberg’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...
Meta to Spend Billions on AMD Gear, AI Scare Trade Continues
Feb 24, 2026Bloomberg’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 disru...
Tariff Uncertainty, AI Unease Rattle Tech Shares
Feb 23, 2026Bloomberg’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 Salesfo...
Supreme Court Strikes Down Tariffs, West Virginia Sues Apple
Feb 20, 2026Bloomberg’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...
Bonus: Netflix co-CEO Ted Sarandos Says Warner Deal to Put More Films in Cinemas
Feb 19, 2026Ted Sarandos, co-chief executive officer of Netflix, said his company’s acquisition of Warner Bros. Discovery will lead to more films in theaters, addressing a key complaint from Hollywood in the high...
OpenAI Nears Deal for $100B in Funding
Feb 19, 2026Bloomberg’s Ed Ludlow discusses OpenAI nearing the first phase of a new funding round that could bring in more than $100 billion. Plus, Mark Zuckerberg testified in a landmark social media trial, tell...
Meta to Deploy “Millions” of Nvidia Processors
Feb 18, 2026Bloomberg’s Ed Ludlow discusses Meta’s pact with Nvidia to deploy “millions” of the AI chip giant’s processors over the next few years. Plus, Meta CEO Mark Zuckerberg is set to take the stand in a lan...
Warner Bros. Discovery Reopens Paramount Talks; Invesco's Brian Levitt
Feb 18, 2026Bloomberg’s Ed Ludlow discusses Warner Bros. Discovery’s decision to reopen negotiations with Paramount Skydance following its sweetened offer. Plus, renewed anxiety over the outlook for AI weighs on ...