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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 11:01 am

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    December 20, 2025 at 11:03 am

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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.”
——–
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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