Nvidia Gains as AI Spending Bonanza Continues
Jensen Investment Management’s Kevin Walkush joins Caroline Hyde and Ed Ludlow to discuss the state of the chip sector as spending on artificial intelligence remains a central priority for Wall Street. He shares why he thinks the chip industry is cyclical and how to balance short-term needs with a long-term view. He speaks on “Bloomberg…
Bloomberg Technology
Apple Names Ternus as Next CEO, Cook to Become Chairman
Apple has named hardware chief John Ternus as its next leader, with Tim Cook shifting to the role of executive chairman. Ternus will become CEO on September 1. Ed Ludlow has more. ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and…
Bloomberg Technology
Google to Release New AI Chips, Challenging Nvidia | Bloomberg Tech 4/20/2026
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Google’s plans for new AI chips focused on inference. Plus, Blue Origin successfully launches and lands a reusable booster for its New Glenn rocket but fails to place its payload satellite in the correct orbit, sending shares of AST SpaceMobile sinking. And, Cerebras plans an IPO, months after…
CNET
Blue Origin Launches and Lands a Reused New Glenn Rocket for the First Time
For the first time ever, Blue Origin successfully launched and landed a reused orbital rocket. The New Glenn booster, nicknamed “Never Tell Me the Odds,” previously flew on the NG-2 mission in November 2025 and touched down on the ocean drone ship “Jacklyn.” Watch CNET’s Supercut of the First New Glenn Rocket Booster Landing Blue…
Apple Names Ternus as Next CEO, Cook to Become Chairman
Google to Release New AI Chips, Challenging Nvidia | Bloomberg Tech 4/20/2026
Blue Origin Launches and Lands a Reused New Glenn Rocket for the First Time
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@robertmurdoccorptcfc9596
August 21, 2024 at 6:56 pm
Not a great interview. I find the speaker to not have conviction either way. He is carefully wording his opinion that he isn’t sure. Nvidia will be worth so much more in the future and this interview and subsequent advice will not age well. Be more bold !!
@Sonder2030
August 21, 2024 at 7:28 pm
The company’s name is literally Jensen and he doesn’t own Nvidia…sad.
@garyleow70
August 21, 2024 at 8:29 pm
Did he say anything meaningful?
@Nadex2015
August 22, 2024 at 7:12 am
no
@syedarmaghanhassan4652
August 22, 2024 at 11:50 am
I was thinking the same thing
@johnnyguitar2929
August 22, 2024 at 2:49 am
Dude, if you don’t think Nvidia is a long term player in AI, you have very superficial understanding of the AI supply chain.
@Nadex2015
August 22, 2024 at 7:11 am
100% ❤
@Hanieemadzade
August 22, 2024 at 6:05 am
Your lessons help me improve my trading strategy. Thank you for your expertise and experience!
@MohamadSimons
August 22, 2024 at 9:32 am
often use economic reports in my trading. Sometimes they can be a good indicator for predicting changes in the market. Thanks for the tip.
@syedarmaghanhassan4652
August 22, 2024 at 11:51 am
For Kevin’s information: NVIDIA is driving the AI.. You know Kevin, those little goodies, called AI-Chips? You know you is selling a SHI*-Load of them?
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