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Tariff Uncertainty, AI Unease Rattle Tech Shares | Bloomberg Tech 2/23/2026

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. ——– “Bloomberg…

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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.
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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4 Comments

4 Comments

  1. @jitendraTejani

    February 23, 2026 at 5:58 pm

    If the suppliers from world stop shipping, USA will shutdown very quickly. Trump has no brains for complex world we are in today. The entire administration is a complete failure.

  2. @AdnanaliMagan2025

    February 23, 2026 at 6:43 pm

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  3. @AdnanaliMagan2025

    February 23, 2026 at 6:56 pm

    Well actually but you can open the shopping centre and supper market to be a good so you can open the hotel and restaurant inoder to drink a coffee and vegetables and chicken and eggs and some things else which I can’t conclude in this short time that is good so you can open the stores inoder to pay the suger and floor and oils for it to you and your future that is good so you should buy the clothes to be a good so you can buy the iPhone for it to you and your future that is good so you can buy the lordcars for you to be a good so you can buy the car in your future that is good so you can buy the electric viecle for you to be a good so you can buy the beyond that you have a good so you can pay the storms in your life with you and your future that is good so you can pay the telecommunications costs for you to be a good so you can buy the jewellery in your future that is good so tracking to be a good so you can buy the sports stuff for you to be a good so you can buy the stake on it for you to be a good so you can buy the fishing in your future that is good so you should have a good

  4. @kalmaruy

    February 23, 2026 at 7:50 pm

    Great video

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Bloomberg Technology

Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026

Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity…

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Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity tests.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:29 – Bloomberg’s Ryan Vlastelica Discusses Apple Falling as Supply Shortages Hurt Sales Forecast
00:03:04 – Jordan Klein, Mizuho Securities Managing Director, TMT Sector Specialist
00:10:39 – Bloomberg’s Peter Elstrom on Moonshot
00:14:09 – Bloomberg’s Patrick Howell O’Neill on Anthropic’s AI Models Hacking Organizations in Testing
00:17:01 – Bloomberg’s Hema Parmar on Situational Awareness’ Losses Raising AI Fears
00:19:08 – Bloomberg’s Craig Trudell Discusses Tesla
00:24:10 – Nancy Tengler, Laffer Tengler Investments CEO and CIO
00:30:19 – Claire McDonough, Rivian CFO
00:32:43 – President Donald Trump Holds Cabinet Meeting from Camp David
00:36:49 – Deena Shakir, Lux Capital Partner
00:44:59 – Bloomberg’s Brody Ford on Microsoft’s Pledge to Remain Cash Flow Positive
——–
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Bloomberg Technology

Moonshot’s Kimi Built With Nvidia Compute

Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”…

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Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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Bloomberg Technology

The Next AI Boom Is in Health Care and Robotics, Says Lux Capital’s Shakir

Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow…

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Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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