Lori Keith, Parnassus Investments portfolio manager and senior analyst, says megacaps are not the only way to play the AI boom. She shares where she sees opportunities in mid-caps — from the companies powering the buildout to those using AI to boost productivity. 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:

 
Get the latest in tech from Silicon Valley and around the world here:

Connect with us on…
X:
Facebook:
Instagram:
 
Follow Ed Ludlow on X here:
Follow Caroline Hyde on X here:
 
Listen to the daily Bloomberg Technology podcast here:

 
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:

Bloomberg’s Ed Ludlow breaks down what could be Anthropic’s biggest acquisitions yet: a $6 billion deal for AI startup Decart to help it squeeze more performance out of its computing infrastructure. Plus, CoreWeave warns investors that shifting from its exclusive use of Nvidia AI chips may cost time and money, and Cerebras’ second-quarter earnings send its shares sliding after underwhelming growth.

00:00:00 – Bloomberg Tech Begins
00:00:52 – Shirin Ghaffary & Ryan Gould, Bloomberg News
00:05:52 – Lori Keith, Parnassus Investments
00:12:43 – Woo Jin Ho, Bloomberg Intelligence
00:15:48 – Brody Ford, Bloomberg News
00:19:55 – Carmen Reinicke, Bloomberg News
00:23:24 – Cack Wilhelm, IVP
00:33:08 – Andrew Feldman, Cerebras CEO
00:43:15 – Madlin Mekelburg, Bloomberg News
——–
“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.

Like this video? Subscribe and turn on the notifications for Bloomberg Technology on YouTube:

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

Get the latest in tech from Silicon Valley and around the world here:

Follow Ed Ludlow on Twitter here:
Follow Caroline Hyde on Twitter here:

Connect with us on…
Twitter:
Facebook:
Instagram:

SpaceX shares surged 35% following the expiration of its first post-IPO lockup, adding roughly $500 billion in market value and defying fears that insider selling would weigh on the stock. Bloomberg’s Carmen Reinicke explains why more lockup expirations could bring fresh volatility. 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:

 
Get the latest in tech from Silicon Valley and around the world here:

Connect with us on…
X:
Facebook:
Instagram:
 
Follow Ed Ludlow on X here:
Follow Caroline Hyde on X here:
 
Listen to the daily Bloomberg Technology podcast here:

 
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok: