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Balance Sheets Starting to Fray, Says JP Morgan’s Aliaga

JP Morgan Global Market Strategist Stephanie Aliaga discusses how investors are reacting to AI spending and private market fundraising. She joins Caroline Hyde 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…

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JP Morgan Global Market Strategist Stephanie Aliaga discusses how investors are reacting to AI spending and private market fundraising. She joins Caroline Hyde on “Bloomberg Tech.”
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5 Comments

5 Comments

  1. @michael2275

    December 19, 2025 at 5:14 pm

    She feels like a diversity hire

  2. @MrMaguuuuuuuuu

    December 19, 2025 at 11:38 pm

    Fluffy useless noise

  3. @DR-wr8qj

    December 20, 2025 at 9:14 am

    “Growing at a scale that we‘ve never seen before“. This lady‘s most loved phrase. Bloomberg, you can take down this clip.

    • @billykotsos4642

      December 21, 2025 at 10:36 am

      most of these faces are talking GPTs.

      we know now that we don’t need too much to replicate them. Truly 20% of people account for 80% of productivity

  4. @matt.stevick

    December 21, 2025 at 4:59 am

    heyy

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Bloomberg Technology

President Trump Announces Apple and Intel Chip Collaboration | Bloomberg Tech 6/18/2026

Bloomberg’s Ed Ludlow discusses the latest announcement made by President Donald Trump, which will see Apple and Intel joining forces to produce chips domestically, sending shares of the chipmaker higher. Plus, Anduril’s CEO discusses how the company won a contract with the US Air Force to produce autonomous fighters. And, SpaceX wraps up its first…

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Bloomberg’s Ed Ludlow discusses the latest announcement made by President Donald Trump, which will see Apple and Intel joining forces to produce chips domestically, sending shares of the chipmaker higher. Plus, Anduril’s CEO discusses how the company won a contract with the US Air Force to produce autonomous fighters. And, SpaceX wraps up its first full week of trading, with shares falling for a second day straight.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:12 – Ian King & Mandeep Singh, Bloomberg News
00:05:57 – Ankur Crawford, Alger
00:12:15 – Brian Schimpf, Anduril
00:20:57 – Matt Day, Bloomberg News
00:23:48 – Michael Regan, Bloomberg News
00:25:56 – Matthew Witheiler, Wellington Management
00:32:23 – Chris Pavolvski, Rumble CEO
00:37:18 – Dana Wollam, Bloomberg News
00:39:49 – Felix Gillette, Bloomberg News
00:41:42 – Randall Williams, 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

Rumble Bets on AI Compute Demand With New AI Platform

Video platform Rumble is jumping on the AI bandwagon with its newest AI platform. Launching as Quake AI, the new sector combines cloud, compute, and AI infrastructure, and is slated to dominate the company’s business segment. Rumble CEO Chris Pavlovski joins Ed Ludlow on “Bloomberg Tech” with more on the pivot. ——– Like this video?…

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Video platform Rumble is jumping on the AI bandwagon with its newest AI platform. Launching as Quake AI, the new sector combines cloud, compute, and AI infrastructure, and is slated to dominate the company’s business segment. Rumble CEO Chris Pavlovski joins Ed Ludlow on “Bloomberg Tech” with more on the pivot.
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Bloomberg Technology

Investors Anticipate Fresh Liquidity Following Historic SpaceX Debut

SpaceX’s historic public debut comes during a critical inflection point as a wave of multibillion-dollar AI companies prepare to go public. With the unprecedented IPO, investors are anticipating a wide-scale “distribution event” that will give private markets the fresh cash it desperately needs. Matt Witheiler, Head of Late-Stage Growth at Wellington Management, thinks the private…

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SpaceX’s historic public debut comes during a critical inflection point as a wave of multibillion-dollar AI companies prepare to go public. With the unprecedented IPO, investors are anticipating a wide-scale “distribution event” that will give private markets the fresh cash it desperately needs. Matt Witheiler, Head of Late-Stage Growth at Wellington Management, thinks the private tech ecosystem will see a cash return. He joins Ed Ludlow of “Bloomberg Tech”.
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
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