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Overexuberance and complacency dog the market and the AI trade going into next year, says Ted Mortonson, managing director of Baird. He discusses the headwinds he...
Tomasz Tunguz, general partner at Theory Ventures, says AI innovation isn’t showing signs of slowing down, but state-level regulation like the one recently passed in New...
Liza Tobin, managing director at Garnaut Global, says the Trump administration has been lowering the bar on national security concerns related to TikTok as it works...
Bloomberg’s Caroline Hyde discusses the plans for a US-majority-owned TikTok. Plus, former TikTok boss Kevin Mayer shares his thoughts on that deal and the broader media...
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...
Amy Webb, CEO of Future Today Strategy Group, says China has the edge in the AI race because it’s ahead of the US in building out...
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.”...
Former TikTok CEO Kevin Mayer says the US majority-ownership plan for the social media platform is good for users, preserving interoperability and addressing national security concerns....
Bloomberg’s Caroline Hyde discusses Micron’s earnings as tech stocks rally on the back of a positive AI outlook. Plus, with private tech valuations soaring, the lines...
The US needs to have a “leap-ahead” strategy to take on China in the AI race, says James Proud, founder and CEO of chip-foundry startup Substrate....
