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‘It’s End of Year Jitters’: Allspring’s Patel Not Worried About AI Stocks

Margie Patel, senior portfolio manager and head of Capital Allocation at Allspring Global Investments, joins Ed Ludlow and Caroline Hyde to discuss concerns around returns on AI investments in the context of Broadcom’s earnings and the news that Oracle is pushing back the completion dates for some of its AI data centers. She speaks on…

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Margie Patel, senior portfolio manager and head of Capital Allocation at Allspring Global Investments, joins Ed Ludlow and Caroline Hyde to discuss concerns around returns on AI investments in the context of Broadcom’s earnings and the news that Oracle is pushing back the completion dates for some of its AI data centers. She speaks on “Bloomberg Tech.”
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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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May 11, 2026

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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
00:22:53 – Alphabet Set to Become World’s Biggest Company
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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Bloomberg Technology

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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May 11, 2026

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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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Bloomberg Technology

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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May 11, 2026

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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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