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Software Selloff Continues as AI-Impact Worries Grow | Bloomberg Tech 2/11/2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Wall Street’s selloff of stocks that investors think are on the wrong side of the AI revolution. Plus, Twilio founder Jeff Lawson discusses his new nuclear fusion startup Inertia, which raised a $450 million Series A. And, Lyft CEO David Risher discusses earnings after the rideshare firm issued…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Wall Street’s selloff of stocks that investors think are on the wrong side of the AI revolution. Plus, Twilio founder Jeff Lawson discusses his new nuclear fusion startup Inertia, which raised a $450 million Series A. And, Lyft CEO David Risher discusses earnings after the rideshare firm issued a forecast that disappointed investors.
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25 Comments

25 Comments

  1. @IvonneBloqurwo

    February 11, 2026 at 8:07 pm

    This helped clear up a few things for me.

  2. @LaurieGoutal

    February 11, 2026 at 8:07 pm

    Nice video. Not a criticism, I enjoy your insights. I tend to think prices could go higher if Xaidut rockets. But understand the logic for sandbagging estimates. My opinion is Xaidut breaks 1, perhaps reaches 10 ATH, if conditions are right. But broader forces are at play now. We’re moving into really unknown territory. And these entities are shrewd. I think there’s massive manipulation ahead. If Xaidut survives that, well, we’re likely in for a good pump.

  3. @SofiaMe2-r9g

    February 11, 2026 at 8:07 pm

    Anyone else just quietly tracking $Xaidut without rushing into anything?

  4. @UllisesTrent

    February 11, 2026 at 8:07 pm

    Just swapped all of my last ETH and swapped it into Xaidut. Already up a little bit. Unfortunately I have some other junk staked which won’t free up for a while. Still now I am on the train!

  5. @KatalinBuffington

    February 11, 2026 at 8:07 pm

    I’ve chased hype before, so I’m just watching Xaidut for now.

  6. @SuzannahGreathouse

    February 11, 2026 at 8:07 pm

    I’m buying Xaidut now

  7. @NinuaBeaumont

    February 11, 2026 at 8:07 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.

  8. @SumaChaia

    February 11, 2026 at 8:08 pm

    Nice explanation. Makes more sense why some people are watching Xaidut closely.

  9. @LombardetMkay

    February 11, 2026 at 8:08 pm

    Xaidut is up by 5.73% in the last 24 hours. This is not explosion. This is a start. The real explosion is when Xaidut Breaks $1

  10. @NilMcmahan

    February 11, 2026 at 8:08 pm

    Buying Xaidut at $1is like buying Bitcoin at $500

  11. @OrvinKiser-s6i

    February 11, 2026 at 8:08 pm

    ONDO , SUI , Xaidut , suicune

  12. @EstacionamientoBracamonte

    February 11, 2026 at 8:08 pm

    Thanks for the Xaidut update! I am loving my Xaidut!

  13. @ImriLeo

    February 11, 2026 at 8:08 pm

    Xaidut seems more focused on building than marketing at the moment.

  14. @LoidaPichardo-o3q

    February 11, 2026 at 8:08 pm

    Xaidut will at least 30X! I love that project!!

  15. @HotelQuinlan

    February 11, 2026 at 8:08 pm

    Agreed, The most advanced technology out is a $Xaidut.

  16. @FavioZulkowski

    February 11, 2026 at 8:08 pm

    Don’t miss Elon Musk’s Xaidut leaving the train!

  17. @YvetteDennison

    February 11, 2026 at 8:09 pm

    The use-case angle behind Xaidut$ is what made me pause and read more.

  18. @AnibalAspinwall

    February 11, 2026 at 8:09 pm

    Xaidut IS PUMPING…NEARLY $2

  19. @DarrinMears

    February 11, 2026 at 8:09 pm

    Buying Xaidut at $1is like buying Bitcoin at $500

  20. @TobieGold

    February 11, 2026 at 8:09 pm

    I sold everything and bought Xaidut on the dip! Holding until 20B! The best way to get millions during bullrun IMHO!

  21. @KristenAshcraft-b2m

    February 11, 2026 at 8:09 pm

    Not usually into newer projects, but Xaidut caught my eye for different reasons.

  22. @MoralPuente

    February 11, 2026 at 8:09 pm

    Xaidut all the way! Just look at the amount of value and revenue generated, not comparable with anything, not even with ETH or BASE. No brainier.

  23. @NoeSchoendorf

    February 11, 2026 at 8:09 pm

    Sold all my ETH yesterday and bought Xaidut

  24. @ChinitasCole

    February 11, 2026 at 8:09 pm

    I’m buying Xaidut now

  25. @CoreyGraf

    February 11, 2026 at 8:09 pm

    Thanks for the Xaidut update! I am loving my Xaidut!

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Bloomberg Technology

Intel Tumbles on PC Outlook, AWS CEO on AI Spending and Growth

Bloomberg’s Ed Ludlow looks at the fall in Intel shares as a bleak outlook exposes the chipmaker’s struggle with a deepening PC slump and difficulty meeting CPU demand. Plus, AWS CEO Matt Garman discusses the cloud giant’s accelerating growth and massive AI buildout. And, Bitcoin tumbles after hackers siphoned off $6.3 billion from Binance in…

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Bloomberg’s Ed Ludlow looks at the fall in Intel shares as a bleak outlook exposes the chipmaker’s struggle with a deepening PC slump and difficulty meeting CPU demand. Plus, AWS CEO Matt Garman discusses the cloud giant’s accelerating growth and massive AI buildout. And, Bitcoin tumbles after hackers siphoned off $6.3 billion from Binance in an attack that rocked the crypto world.

00:00:00 – Bloomberg Tech Begins
00:01:00 – Ian King on Intel Shares Plunge
00:03:41 – JoAnne Feeney, Advisors Capital on Intel
00:09:39 – Poonam Goyal on Amazon drop after earnings
00:13:23 – Dave Baszucki, Roblox CEO on Roblox 3Q Results
00:19:36 – Emily Nicolle on Binance Hack
00:23:37 – Matt Garman, AWS CEO on AWS Growth
00:36:02 – Peter Singlehurst, Baillie Gifford on Anthropic IPO
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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

Why Anthropic’s AI Edge Appeals to Long-Term Investors

Anthropic’s technical expertise, innovation and efficient use of compute set it apart in the AI landscape, says Peter Singlehurst, head of the Private Companies Team at Baillie Gifford. Singlehurst discusses why Anthropic’s governance structures – giving its seven founders voting control – are good for long-term investors. He joins Ed Ludlow on “Bloomberg Tech.” ——–…

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Anthropic’s technical expertise, innovation and efficient use of compute set it apart in the AI landscape, says Peter Singlehurst, head of the Private Companies Team at Baillie Gifford. Singlehurst discusses why Anthropic’s governance structures – giving its seven founders voting control – are good for long-term investors. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Roblox Sees AI Content Surge as Daily Active Users Fall

Roblox CEO David Baszucki says the platform has seen an explosion of AI-fueled content in the last three months. But the online gaming company is seeing some growing pains after rolling out tougher child-safety measures, with daily active users falling 9% last quarter, while bookings dropped 12%. Baszucki joins Ed Ludlow on “Bloomberg Tech.” ——–…

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Roblox CEO David Baszucki says the platform has seen an explosion of AI-fueled content in the last three months. But the online gaming company is seeing some growing pains after rolling out tougher child-safety measures, with daily active users falling 9% last quarter, while bookings dropped 12%. Baszucki joins Ed Ludlow on “Bloomberg Tech.”
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