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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...
Bloomberg’s Caroline Hyde discusses the move by Peter Thiel’s hedge fund to sell its holdings in Nvidia and its stock impact ahead of earnings. Plus, the...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the latest moves in tech stocks as skepticism grows about whether the Federal Reserve will cut interest rates in...
Google is testing new AI shopping tools through its Gemini platform, aimed at making search and checkout more seamless. Google VP of Consumer Shopping Product Lilian...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the continued data center boom, as Anthropic pledges to spend $50 billion building data centers in the US, and...
Bokeh Capital CIO Kim Forrest says she is not sure the world needs all the AI data centers that are being built. She shares her thoughts...
Nicolas Janvier, head of North American equities for Columbia Threadneedle, says tech earnings have shown AI investments are paying off. He joins Caroline Hyde and Ed...
