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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

Z.AI Founds Worked with Accused Chinese Spy Group

Four founders from one of China’s up-and-coming AI companies, Z.AI, worked on a study that was funded by a group accused of having ties to Chinese spies.  Bloomberg’s Kate O’Keeffe explains the tech and national security concerns with Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch…

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Four founders from one of China’s up-and-coming AI companies, Z.AI, worked on a study that was funded by a group accused of having ties to Chinese spies.  Bloomberg’s Kate O’Keeffe explains the tech and national security concerns with Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

ASI’s Buckendorf on Winning FAA, Military Deals

ASI founder and CEO Phillip Buckendorf explains how the company’s AI helps customers like the FAA and military orchestrate complex systems and how it beat out rivals including Palantir to win government contracts. Buckendorf discusses how the company plans to use the $325 million it just raised at a $3 billion valuation, with Ed Ludlow…

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ASI founder and CEO Phillip Buckendorf explains how the company’s AI helps customers like the FAA and military orchestrate complex systems and how it beat out rivals including Palantir to win government contracts. Buckendorf discusses how the company plans to use the $325 million it just raised at a $3 billion valuation, with Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

AI Fears Roar Back After Elice IPO Flop

Bloomberg’s Ed Ludlow breaks down why fears about the AI trade are resurfacing after South Korean data center firm Elice plunged 32% in its market debut. Plus, Anthropic is in talks with Nscale for a massive new computing deal that could be worth as much as $45 billion, and Eric Schmidt’s early Anthropic bet could…

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Bloomberg’s Ed Ludlow breaks down why fears about the AI trade are resurfacing after South Korean data center firm Elice plunged 32% in its market debut. Plus, Anthropic is in talks with Nscale for a massive new computing deal that could be worth as much as $45 billion, and Eric Schmidt’s early Anthropic bet could pay off big, with a stake worth as much as $20 billion if Anthropic hits a $2 trillion IPO valuation.

00:00:00 – Bloomberg Tech Begins
00:01:21 – Peter Elstrom, Bloomberg News
00:03:59 – Bailey Lipschultz, Bloomberg News
00:07:35 – Stephanie Aliaga, JPMorgan Asset Management
00:15:04 – Natasha Mascarenhas, Bloomberg News
00:17:13 – Mandeep Singh & George Ferguson, Bloomberg Intelligence
00:22:59 – Isabelle Lee, Bloomberg News
00:25:32 – Kate O’Keeffe, Bloomberg News
00:29:42 – Phillip Buckendorf, ASI, Founder & CEO
00:38:06 – Felix Gillette, Bloomberg News
00:40:41 – Loren Grush, Bloomberg News
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Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:

 
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