Bloomberg Technology
Broadcom Slides as AI Backlog, Margins Scrutinized
Broadcom, a chip company vying with Nvidia for AI computing revenue, suffered the worst stock decline in 10 months after its sales outlook for the market failed to meet investors’ lofty expectations. Karl Ackerman, managing director of semiconductors and networking hardware at BNP Paribas, joins Ed Ludlow and Caroline Hyde to discuss on “Bloomberg Tech.”…
Bloomberg Technology
Odd Lots: The AI Trade Shrugs Off a Blue Wave and a Tech Scandal
It’s been a big month so far for American politics and the tech industry. Democrats deliver a sweeping win across the country, calling continued AI development into question. Nvidia launches an investigation into CEO Jensen Huang’s affair with an alleged Chinese spy. There are plenty of things to make investors jittery, yet we’re seeing a…
Bloomberg Technology
Anthropic IPO Demand Surges as CoreWeave Calms AI Fears
Bloomberg’s Riley Griffin takes a look at Anthropic’s potentially record-breaking IPO, with sources saying it’s already multiple times oversubscribed. Plus, CoreWeave reassures Wall Street with third-quarter sales topping analyst estimates and easing fears about the debt tied to its rapid AI buildout; and Congressman Raja Krishnamoorthi discusses how the Nvidia scandal is felt across Washington…
Bloomberg Technology
Anthropic Targets $1.4 Trillion Valuation in Blockbuster IPO
Anthropic is seeking a valuation of about $1.4 trillion in its initial public offering, a bid to make history as the first frontier artificial intelligence lab to go public. The company’s IPO is set to price on Wednesday, Nov. 18 and trade the following day. Bailey Lipschultz has more. ——– Like this video? Subscribe to…
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Odd Lots: The AI Trade Shrugs Off a Blue Wave and a Tech Scandal
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@blub-x7w
December 12, 2025 at 4:51 pm
backlog of which hardware component? and why is a bnp paribas MD dodging the question immediately?
@blub-x7w
December 12, 2025 at 4:54 pm
yeeesh not a good look for semis MD to go in this direction on Bloomberg news. he must know that’s literally playing in the background on many trading floors or sales floors.
@blub-x7w
December 12, 2025 at 4:55 pm
maybe the sales floors wouldn’t notice. but yea the traders would.
@blub-x7w
December 12, 2025 at 4:56 pm
hmm maybe they have a position they need to get out of without tanking the stock even further in this interview. dang.
@blub-x7w
December 12, 2025 at 4:58 pm
during trading hours to. sorry about it.