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 unpacks Nvidia’s $100 billion investment in OpenAI for data centers, while a report from Bain raises concerns on the future of the AI...
Bloomberg’s Ed Ludlow discusses the impact of AI demand on shares of Taiwan Semiconductor Company. Plus, the President of self-driving startup Nuro explains the company’s plans...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Micron’s earnings as its sales surge in its high-bandwidth memory business. Plus, Managing Director of Baird Ted Mortonson discusses...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the market rebound as investors react to hopes for trade deals. Plus, former Treasury Secretary Larry Summers discusses the...
Jay Jacobs, US head of thematic and active ETFs at BlackRock, says they are leaning away from big tech companies with lots of international exposure and...
Bloomberg’s Caroline Hyde and Tim Stenovec discuss how analysts are reacting to Nvidia’s product roadmap. Plus, Cloudflare CEO Matthew Prince describes how his company’s new product...