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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

Tesla Deliveries Jump 25% | Bloomberg Tech 7/02/2026

Bloomberg’s Ed Ludlow breaks down reports that OpenAI is holding early-stage discussions about giving the US government a 5% equity stake. Plus, Tesla’s delivery numbers rose 25% from a year ago, beating Wall Street’s expectations by a wide margin. And, he CEO of Microsoft’s commercial business discusses the tech giant’s plan to set up a…

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Bloomberg’s Ed Ludlow breaks down reports that OpenAI is holding early-stage discussions about giving the US government a 5% equity stake. Plus, Tesla’s delivery numbers rose 25% from a year ago, beating Wall Street’s expectations by a wide margin. And, he CEO of Microsoft’s commercial business discusses the tech giant’s plan to set up a new organization with 6,000 employees to help businesses use AI.

00:00:00 – Bloomberg Tech Begins
00:01:05 – Mike Shepard, Bloomberg News
00:04:57 – Maggie Eastland, Bloomberg News
00:08:12 – Craig Trudell, Bloomberg News
00:10:38 – Stephanie Valdez Streaty, Cox Automotive
00:16:51 – Fiona Cincotta, City Index
00:23:30 – Carmen Reinicke, Bloomberg News
00:25:21 – Judson Althoff, Microsoft Commercial Business CEO
00:33:49 – Isaiah Taylor, Valar Atomics CEO
00:40:40 – Jennifer Surane, Bloomberg News
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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

Nuclear Reactor Powers Nvidia AI Chip in US First

Valar Atomics, a California-based nuclear startup, generated power from an advanced reactor to run an Nvidia AI chip. While just a trickle of electricity was produced, it’s the first time a next-gen reactor has done so in the US. On the heels of a demonstration of Valar’s Ward 250 reactor connecting to the Nvidia Blackwell…

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Valar Atomics, a California-based nuclear startup, generated power from an advanced reactor to run an Nvidia AI chip. While just a trickle of electricity was produced, it’s the first time a next-gen reactor has done so in the US. On the heels of a demonstration of Valar’s Ward 250 reactor connecting to the Nvidia Blackwell chip at the company’s site in Utah, Valar Atomics CEO Isaiah Taylor joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Microsoft Shifts Strategy on Enterprise AI

Microsoft is mobilizing 6,000 employees in a new unit aimed at helping enterprise clients better utilize AI. Judson Althoff, CEO of Microsoft’s commercial business, discusses what is driving this move and what impact Microsoft hopes to see. He joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:  …

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Microsoft is mobilizing 6,000 employees in a new unit aimed at helping enterprise clients better utilize AI. Judson Althoff, CEO of Microsoft’s commercial business, discusses what is driving this move and what impact Microsoft hopes to see. He joins Ed Ludlow on “Bloomberg Tech.”
——–
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