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Stifel Applied Technologies Analyst, Roy Ruben, explains why Nvidia’s growth outlook is helping calm fears of an AI bubble. He joins Caroline Hyde and Ed Ludlow...
Ayako Yoshioka, portfolio consulting director at Wealth Enhancement Group, says AI-related valuations are reasonable. She discusses how Nvidia’s earnings are being digested by investors with Caroline...
Bloomberg’s Michael Shepard discusses how Washington is reacting to Nvidia’s plans to sell chips to the Middle East. He joins Caroline Hyde and Ed Ludlow on...
Palo Alto Networks CEO Nikesh Arora discusses the company’s continued acquisition streak as it announces plans to buy Chronosphere for $3.35 billion. He joins Caroline Hyde...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss what investors are keeping their eyes peeled for when Nvidia’s earnings come out. Plus, Nvidia CEO Jensen Huang and...
Bloomberg’s Riley Griffin discusses Meta’s victory against the Federal Trade Commission in its antitrust case and what the win signals to investors about the social media...
Bloomberg Intelligence’s Mandeep Singh explains what’s driving the wave of glowing reviews for Google’s latest Gemini artificial intelligence model and what it means for the stock....
Pooja Goyal, CIO of Carlyle’s Infrastructure Group, discusses why hyperscalers need to take an all-encompassing energy strategy in the AI buildout. She joins Caroline Hyde and...
Marta Norton, chief investment strategist at Empower, says she believes artificial intelligence is creating a supercycle in the market and that will be more evident as...
Bloomberg’s Caroline Hyde breaks down what’s behind the commitment by Microsoft and Nvidia to invest up to $15 billion combined in AI startup Anthropic. Plus, Saudi...
