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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the US Commerce Department’s move making it easier for Nvidia to sell H200 AI chips to China. Plus, fresh...
Oracle falls after reporting a jump in spending on AI data centers and other equipment. Plus, Disney agrees to invest $1 billion in OpenAI and license...
Beth Kindig, lead tech analyst at the I/O fund, says investors should keep an eye on the moment when there is an inflexion – which hasn’t...
Bloomberg’s Ed Ludlow discusses OpenAI’s secretive project to train its artificial intelligence to build financial models and what that could mean for junior bankers. Plus, President...
Beth Kindig, lead tech analyst at I/O Fund, says many global powers are concerned about keeping up chip manufacturing because demand is so high and AI...
Bloomberg’s Caroline Hyde discusses AT&T’s plans to buy EchoStar’s spectrum licenses for about $23 billion. Plus, President Trump is vowing tech curbs and tariffs on countries...
Analysts are too low in their estimates for Nvidia, according to I/O Fund Lead Tech Analyst Beth Kindig. She discusses her expectations for Nvidia’s growth with...
Bloomberg’s Caroline Hyde and Ed Ludlow speak with the heads of Palo Alto Networks and CyberArk about the $25 billion acquisition deal the cybersecurity companies have...
Lead Tech Analyst at I/O Fund Beth Kindig says she isn’t interested in Apple or Amazon as an AI investor. She explains where she does see...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Elon Musk’s political aspirations as he forms the “America Party.” Plus, President Donald Trump fires more tariff warnings as...
