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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...
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...
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...
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...
Microsoft and Nvidia plan to invest a combined $15 billion into Anthropic. Bloomberg Intelligence’s Mandeep Singh discusses why two of the biggest backers of OpenAI are...
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 gets investor reaction to earnings from Amazon, Apple, Twilio and others. Plus, Nvidia CEO Jensen Huang still hopes to sell Blackwell chips to...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s impact on the market as the chipmaker becomes the first $5 trillion firm off the back of its...
