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Investors’ Skepticism of AI Valuations Rise

Kristina Hooper, chief market strategist at Man Group, discusses what’s fueling skepticism about tech valuations, and why Chinese AI investments offer a different opportunity from US counterparts. She joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg…

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Kristina Hooper, chief market strategist at Man Group, discusses what’s fueling skepticism about tech valuations, and why Chinese AI investments offer a different opportunity from US counterparts. She joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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3 Comments

3 Comments

  1. @jasono.1629

    November 4, 2025 at 5:47 pm

    She (Kristina) is 100% correct. Great video.

  2. @mikebuchanan7610

    November 4, 2025 at 6:30 pm

    They’re really trying to spin that narrative across finanial media, yet big tech is holding up well, and growth stocks that are not related to AI are crashing. Think it’s a healthy pullback. The VIX has gone up a bit, but nothing outrageous. There may be some volatility due to the Supreme Court case on tariffs. The dust will settle, but it creates uncertainty.

  3. @ivant8582

    November 4, 2025 at 7:26 pm

    Did this over botoxed b#^*+ just tell us to invest in China?

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Bloomberg Technology

AI Chipmaker Cerebras Seeks $4.8 Billion in Upsized IPO | Bloomberg Tech 5/11/2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Cerebras’ increased IPO plans as the AI chipmaker and data center operator boosts its offering plans by one-third to as much as $4.8 billion. Plus, Circle CEO Jeremy Allaire explains what drove the company’s first-quarter revenue and his vision of an agent-led future. And, Google researchers say they…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Cerebras’ increased IPO plans as the AI chipmaker and data center operator boosts its offering plans by one-third to as much as $4.8 billion. Plus, Circle CEO Jeremy Allaire explains what drove the company’s first-quarter revenue and his vision of an agent-led future. And, Google researchers say they have uncovered the first-ever zero-day attack built by AI.

Chapters:
00:00:00 – Intro
00:12:33 – Circle CEO Jeremey Allaire
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00:31:08 – Rezolve AI CEO Dan Wagner
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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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Rezolve AI CEO Weighs In on Hostile Bid for Commerce.com

Rezolve AI CEO Dan Wagner discusses the reason behind his company’s hostile bid for Commerce.com, including what he called an “embarrassing growth rate” by the takeover target. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg…

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Rezolve AI CEO Dan Wagner discusses the reason behind his company’s hostile bid for Commerce.com, including what he called an “embarrassing growth rate” by the takeover target. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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A $400 AI Bet That’s a High-Stakes Wager on the Future of Work

AI is set to have a profound impact on the workforce and productivity, but by how much and how quickly are still being debated and bet on by academics. Bloomberg’s Stacey Vanek Smith describes the $400 wager on the future of work. She joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this…

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AI is set to have a profound impact on the workforce and productivity, but by how much and how quickly are still being debated and bet on by academics. Bloomberg’s Stacey Vanek Smith describes the $400 wager on the future of work. She joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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