JPMorgan Global Market Strategist Stephanie Aliaga says she isn’t concerned about the AI spending splurge because there is demand to back it up. But she tells...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that Intel approached Apple about a possible investment and are working together more closely. Plus, HSBC says it...
Inspired Capital founder and Managing Partner Alexa von Tobel talks about developments in quantum computing and how her firm approaches investing in physical artificial intelligence startups....
Barclays Research Analyst Tom O’Malley says Nvidia is in a strong position and growing with its latest deals. He joins Caroline Hyde and Ed Ludlow on...
Intel’s stock price has a lot of assumed outcomes built into it, says JoAnne Feeney, portfolio manager at Advisors Capital Management. She explains why she says...
Bloomberg’s Caroline Hyde and Ed Ludlow look at Alibaba’s plans to ramp up AI spending past $50 billion, which sent its shares to a four-year high....
AI is moving from an experimental phase to a commercial phase, says Kindred Ventures Managing Partner Steve Jang. Jang says the massive scaling deals like the...
Prosus CEO Fabricio Bloisi discusses the company’s efforts to back AI winners in Europe, Latin America, and India, and why AI investors should think beyond the...
Jimmy Kimmel Live! returned to TV following a pause of the show by ABC. Bloomberg’s Hannah Miller discusses how the late-night host addressed the controversy around...
Bokeh Capital Partners CIO Kim Forrest says she expects Micron shares to continue to rise long-term as markets become more aware of the need for high...