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Nvidia’s Earnings Fortify Investors’ Faith in AI Trade

Ayako Yoshioka, portfolio consulting director at Wealth Enhancement Group, says AI-related valuations are reasonable. She discusses how Nvidia’s earnings are being digested by investors with Caroline Hyde and 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…

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Ayako Yoshioka, portfolio consulting director at Wealth Enhancement Group, says AI-related valuations are reasonable. She discusses how Nvidia’s earnings are being digested by investors with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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2 Comments

2 Comments

  1. @m3chris1

    November 20, 2025 at 5:27 pm

    Not today 😢

  2. @g3user1usa

    November 20, 2025 at 6:06 pm

    Nvidia is doing OK, but with the circular deals, Nvidia is giving money to other companies to buy Nvidia GPUs. That’s just lending if those other companies don’t have their own cash on hand to buy those GPUs. Why don’t investors understand that circular deals are faking revenue for Nvidia? Is it that investors know this, but don’t care? If A. I. fizzles, current Nvidia revenue will be certainly unsustainable. There are already too many data centers that will strain energy and water demands in the near future. Nvidia may be making money supplying the shovels, but those shovels won’t likely be digging up much gold for all the greedy miners. Anyone whoever studied gold rush booms should realize they’re very short-lived and produced actual wealth for only a few people.
    I dislike the idea of A. I. causing humans to be unemployed. All citizens of a country should be employed to earn money to have a decent life. All this A. I. nonsense puts too much money into the hands of only a few people. That can’t be good for any country.

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Bloomberg Technology

Rocket Explosion Deals Blow to Blue Origin’s Space Ambitions

Blue Origin’s New Glenn rocket exploded in a massive fireball while undergoing a test on a Florida launchpad Thursday evening, dealing a major setback to the Jeff Bezos-backed firm in its efforts to challenge a dominant SpaceX. Blue Origin and Amazon founder Jeff Bezos said it was too early to determine the cause of the…

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Blue Origin’s New Glenn rocket exploded in a massive fireball while undergoing a test on a Florida launchpad Thursday evening, dealing a major setback to the Jeff Bezos-backed firm in its efforts to challenge a dominant SpaceX. Blue Origin and Amazon founder Jeff Bezos said it was too early to determine the cause of the explosion and described it as “a very rough day” in a post on X. Bloomberg Intelligence analyst Matt Bloxham joined Caroline Hepker to discuss the implications.
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Bloomberg Technology

SpaceX Lowers IPO Valuation Target | Bloomberg Tech 5/29/2026

Bloomberg’s Tim Stenovec breaks down why SpaceX is coming back down to Earth with a slightly lower valuation in its IPO. Plus, Anthropic closes a funding round at a whopping $965 billion valuation, surpassing OpenAI for the first time in the AI race; and Dell surges after the hardware giant’s outlook far surpassed Wall Street…

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Bloomberg’s Tim Stenovec breaks down why SpaceX is coming back down to Earth with a slightly lower valuation in its IPO. Plus, Anthropic closes a funding round at a whopping $965 billion valuation, surpassing OpenAI for the first time in the AI race; and Dell surges after the hardware giant’s outlook far surpassed Wall Street estimates.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:38 – Benedikt Kammel, Bloomberg News
00:05:05 – Shirin Ghaffary, Bloomberg News
00:07:56 – Silas Brown, Bloomberg News
00:12:05 – David Kennedy, Dell Technologies
00:15:40 – Janet Mui, RBC Brewin Dolphin
00:23:33 – Rebecca Torrence, Bloomberg News
00:26:41 – Matthew Weir, Goldman Sachs
00:33:40 – George Ferguson, Bloomberg Intelligence
00:37:59 – Carolina Parada, Google Deepmind
00:40:40 – Loren Grush, Bloomberg News
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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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Bloomberg Technology

Anthropic Valuation of $965 Billion Passes OpenAI

Anthropic raised $65 billion in a funding round that valued the AI company at $965 billion including the new investment, eclipsing rival OpenAI’s value for the first time. Bloomberg’s AI reporter Shirin Ghaffary joins Tim Stenovec on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes…

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Anthropic raised $65 billion in a funding round that valued the AI company at $965 billion including the new investment, eclipsing rival OpenAI’s value for the first time. Bloomberg’s AI reporter Shirin Ghaffary joins Tim Stenovec on “Bloomberg Tech.”
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