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AI in Focus in 2026, Traders Look Past LLMs

Tiffany Wade, senior portfolio manager at Columbia Threadneedle, says the fact that investors are focusing on free cashflow and return on AI investment is a sign the market is in a good place. Wade discusses her expectations for the year ahead with Caroline Hyde on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology…

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Tiffany Wade, senior portfolio manager at Columbia Threadneedle, says the fact that investors are focusing on free cashflow and return on AI investment is a sign the market is in a good place. Wade discusses her expectations for the year ahead with Caroline Hyde on “Bloomberg Tech.”
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5 Comments

5 Comments

  1. @jtj-co2oq

    December 20, 2025 at 3:20 am

    DAU & MAU skyrocketed this year, astronomical next year. Paid seats in the enterprise reinventing every job top to bottom. Big tech up 30% next year.

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    December 20, 2025 at 11:00 am

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    December 20, 2025 at 11:01 am

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    December 20, 2025 at 11:01 am

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  5. @muhammedbilal7183

    December 20, 2025 at 11:03 am

    I never had money growing up—just constant stress, overdue bills, arguments, and hearing “we can’t afford that.” I honestly thought something was wrong with me—until I found Smart Broke Dumb Rich by Zor Veyl. The second I started reading it, I felt this wave of anger—realizing I had spent my entire life being kept financially blind on purpose. It truly felt like discovering a secret I was never meant to see. I’m still shocked no one’s tried to ban Smart Broke Dumb Rich by Zor Veyl yet.

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Bloomberg Technology

Nvidia Invests $2B in Marvell, Deepens Partnership | Bloomberg Tech 3/31/2026

Bloomberg’s Matt Miller takes a look at Nvidia’s $2 billion investment in Marvell, part of an agreement to collaborate on silicon photonics technology. Plus, the debt binge fueling the AI boom continues, with CoreWeave raising $8.5 billion from banks and investors to expand its cloud capacity. And, the CEO of wearables startup Whoop discusses the…

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Bloomberg’s Matt Miller takes a look at Nvidia’s $2 billion investment in Marvell, part of an agreement to collaborate on silicon photonics technology. Plus, the debt binge fueling the AI boom continues, with CoreWeave raising $8.5 billion from banks and investors to expand its cloud capacity. And, the CEO of wearables startup Whoop discusses the company’s new $10.1 billion valuation after its latest funding round.
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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

What To Expect From the Artemis II Launch

NASA says there’s an 80% chance the Artemis II mission will launch on Wednesday from Cape Canaveral in Florida. Bloomberg’s Loren Grush is there with more on what to watch for. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed…

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NASA says there’s an 80% chance the Artemis II mission will launch on Wednesday from Cape Canaveral in Florida. Bloomberg’s Loren Grush is there with more on what to watch for.
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Rivian Electric Bike Spinoff Signs Deal with DoorDash

Electric bike startup Also, which spun out of carmaker Rivian, reached a $1 billion valuation in a new funding round and struck a partnership with DoorDash to work on autonomous deliveries. Also’s co-founder and President Chris Yu speaks with Matt Miller on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:  …

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Electric bike startup Also, which spun out of carmaker Rivian, reached a $1 billion valuation in a new funding round and struck a partnership with DoorDash to work on autonomous deliveries. Also’s co-founder and President Chris Yu speaks with Matt Miller on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
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