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Investors Hunt for Proof AI Delivering Productivity Gains

Another big week for tech earnings kicks off with investors eyeing the impact of circular AI deals and spending. Natalie Gallagher, principal economist and director at Board, 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…

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Another big week for tech earnings kicks off with investors eyeing the impact of circular AI deals and spending. Natalie Gallagher, principal economist and director at Board, joins Caroline Hyde on “Bloomberg Tech.”
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11 Comments

11 Comments

  1. @kamenidriss

    February 2, 2026 at 1:07 pm

    this crash is going to be spectacular

  2. @LorenzoWozniak

    February 2, 2026 at 2:05 pm

    Depends on your finances . 1000$ in Xaidut is 4000 Xaidut if it goes to 50% of ath in 2026 thats a 600% gain. If it goes equal to ath . Its a 1200% gain.

  3. @RochelleMondragon-s8c

    February 2, 2026 at 2:31 pm

    New to channel—thanks for alpha. Cycle bags: $XRP, $ETH, $XA80B. High conviction on last like you.

  4. @abinjoseph9808

    February 2, 2026 at 3:45 pm

    I use grok for small daily stuff it’s great 😊

  5. @u4ea70

    February 2, 2026 at 5:02 pm

    TL;DR – they have invested trillions into AI, they have nothing to show for it and AGI is a pipe dream.

  6. @matt.stevick

    February 2, 2026 at 5:33 pm

    haters doing due diligence 4 us
    👍🏼🙏🏼😇📈🇺🇸

  7. @dwiss2556

    February 2, 2026 at 5:34 pm

    Hope is for the church, evidence is for the market

  8. @johnjay7822

    February 2, 2026 at 6:07 pm

    Sounds like a circular question: If you don’t have them, but want more to stock up on, where do you get them?
    If you “stock up”, you’re going to drive up prices….like you’ve already done with RAM.

  9. @Chris-se3nc

    February 2, 2026 at 6:41 pm

    Job cuts because of AI productivity is a joke. Cover up for capex increased spending on infrastructure or plain workforce rebalancing due to a weak economy

  10. @happyt98

    February 2, 2026 at 7:13 pm

    If you cannot automate your entire job within months, you are a moron.

  11. @marcin3136

    February 2, 2026 at 7:17 pm

    As I said- investors will be looking for specifics/confirmation/justification (meaning a strategy, not information about building another barn with servers- that’s not a strategy, it’s “infrastructure protection”- still a strategic action and very important, but it’s not a strategy per se)

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Bloomberg Technology

OpenAI Linked Stocks Fall on Report It Missed Targets | Bloomberg Tech 4/28/2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the fall in stocks linked to OpenAI after a report from the Wall Street Journal said the company failed to meet its own sales and user targets. Plus, a jury has been selected for the trial between OpenAI and Elon Musk over whether the company abandoned its founding…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the fall in stocks linked to OpenAI after a report from the Wall Street Journal said the company failed to meet its own sales and user targets. Plus, a jury has been selected for the trial between OpenAI and Elon Musk over whether the company abandoned its founding mission. And, late-night host Jimmy Kimmel defends comments he made that prompted President Donald Trump to call for him to be fired.
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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

Amazon Inks Deal with OpenAI, Plans New AWS Applications

Amazon Web Services announced a partnership with OpenAI a day after that company ended its exclusivity deal with Microsoft. Amazon also plans to sell AI-powered productivity software for the office. AWS CEO Matt Garman speaks with Bloomberg Tech’s Ed Ludlow. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full…

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Amazon Web Services announced a partnership with OpenAI a day after that company ended its exclusivity deal with Microsoft. Amazon also plans to sell AI-powered productivity software for the office. AWS CEO Matt Garman speaks with Bloomberg Tech’s Ed Ludlow.
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Oil Giant Shell at ‘Inflection Point,’ Says CEO

Shell is entering an ‘inflection point’ according to CEO Wael Sawan as it faces rising pressure on supply from the conflict in the Middle East and growing demand for energy. Sawan discusses the company’s latest M&A and the global energy crunch with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe…

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Shell is entering an ‘inflection point’ according to CEO Wael Sawan as it faces rising pressure on supply from the conflict in the Middle East and growing demand for energy. Sawan discusses the company’s latest M&A and the global energy crunch with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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Like this video? Subscribe to Bloomberg Technology on YouTube:

 
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