Bloomberg Technology
Tariffs Are ‘Wild Card’ for Earnings: Empower’s Norton
As tech earnings season gets underway, Empower Chief Investment Strategist Marta Norton says she’ll be watching for the impact of tariffs and the continued AI narrative. Norton speaks with Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest full episodes of “Bloomberg Technology” with Caroline…
Bloomberg Technology
Don’t Give Up on AI Chips Yet, Says JoAnne Feeney
The recent selloff in AI stocks has sparked fresh debate over whether more efficient models will reduce demand for chips and data centers. Advisers Capital Management’s JoAnne Feeney explains why she still sees long-term opportunities in AI infrastructure and why she’s more cautious on memory stocks like Micron. She joins Ed Ludlow on “Bloomberg Tech.”…
Bloomberg Technology
Moonshot’s Kimi K3 Reshapes the AI Conversation, Says Bessemer Partner
Moonshot’s Kimi K3 has reignited the debate over the future of AI and whether China’s open-weight models are closing the gap with OpenAI and Anthropic. Bessemer Venture Partners’ Sameer Dholakia joins Bloomberg to discuss why competition is good for AI, where the frontier model makers still have an edge, and why he believes we’re only…
Bloomberg Technology
Nvidia Rolls Out New Chips, WBD Deal In Limbo | Bloomberg Tech 7/21/2026
Bloomberg’s Ed Ludlow breaks down Nvidia’s latest AI chip rollout, as the company says its next-generation processors are now shipping to customers and entering full production. Plus, a judge hits pause on Paramount’s merger with Warner Bros. Discovery, throwing the blockbuster media deal into limbo. And, Sameer Dholakia of Bessemer Venture Partners joins to discuss…
No more panicking when someone says, “Tell me about yourself”
Don’t Give Up on AI Chips Yet, Says JoAnne Feeney
Moonshot’s Kimi K3 Reshapes the AI Conversation, Says Bessemer Partner
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July 18, 2025 at 11:06 pm
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July 19, 2025 at 8:39 am
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July 19, 2025 at 8:39 am
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@A-MarketCapture
July 20, 2025 at 1:06 pm
tariff is so headache