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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

SpaceX Makes History With Biggest-Ever IPO | Bloomberg Tech 6/12/2026

Bloomberg’s Caroline Hyde and Ed Ludlow break down SpaceX’s big debut in the public markets as shares start trading on the Nasdaq. They are joined by 137 Ventures Partner Christian Garrett, Pegasus Tech Ventures Founder Anis Uzzaman, Laffer Tengler Investments CEO & CIO Nancy Tengler, and Tesla retail investor Alexandra Merz to discuss what it…

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Bloomberg’s Caroline Hyde and Ed Ludlow break down SpaceX’s big debut in the public markets as shares start trading on the Nasdaq. They are joined by 137 Ventures Partner Christian Garrett, Pegasus Tech Ventures Founder Anis Uzzaman, Laffer Tengler Investments CEO & CIO Nancy Tengler, and Tesla retail investor Alexandra Merz to discuss what it means for investors, the space economy, and the AI IPO pipeline.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:42 – Yahaira Anand, Bloomberg News
00:02:42 – Christian Garrett, 137 Ventures
00:08:46 – Mandeep Singh, Bloomberg Intelligence
00:15:11 – Rebecca Torrence, Bloomberg News
00:17:11 – Anis Uzzaman, Pegasus Founder & CEO
00:25:13 – Loren Grush, Bloomberg News
00:30:26 – Nancy Tengler, Laffer Tengker Investment
00:34:57 – Bailey Lipschultz, Bloomberg News
00:41:55 – Alexandra Merz, L&F Investor Services
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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

Elon Musk Is the World’s First Trillionaire

It’s official: The world has its first trillionaire. At $150 a share, Elon Musk’s net worth is roughly $1.05 trillion. SpaceX began trading on the Nasdaq Friday morning. Caroline Hyde, Ed Ludlow and Alexandra Merz, a Tesla investor, discuss. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes…

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It’s official: The world has its first trillionaire. At $150 a share, Elon Musk’s net worth is roughly $1.05 trillion. SpaceX began trading on the Nasdaq Friday morning. Caroline Hyde, Ed Ludlow and Alexandra Merz, a Tesla investor, discuss.
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Bloomberg Technology

SpaceX Begins Trading on the Nasdaq After Record IPO

SpaceX is now trading. The stock sold for $150 in its opening trade on Nasdaq at 11:46 a.m. in New York, 11% above its $135 offering price, and climbed as high as $168.75 in the first few minutes. Ed Ludlow and Caroline Hyde report. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:  …

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SpaceX is now trading. The stock sold for $150 in its opening trade on Nasdaq at 11:46 a.m. in New York, 11% above its $135 offering price, and climbed as high as $168.75 in the first few minutes. Ed Ludlow and Caroline Hyde report.
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