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Viking Admits It Missed the AI Rally

With AI stocks soaring this year, Viking Global Investors told clients that its conservative position on the sector was a “missed opportunity.” The firm’s flagship hedge fund gained just 2.6% in the first half of the year, trailing peers with greater AI exposure. And yet, the firm doesn’t plan to change course. Bloomberg’s Hema Parmar…

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3 months ago

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With AI stocks soaring this year, Viking Global Investors told clients that its conservative position on the sector was a “missed opportunity.” The firm’s flagship hedge fund gained just 2.6% in the first half of the year, trailing peers with greater AI exposure. And yet, the firm doesn’t plan to change course. Bloomberg’s Hema Parmar joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

The Rundown – Anthropic 3Q & CoreWeave Debt Problems

Anthropic 3Q & CoreWeave Debt Problems ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:   Get the latest in tech from Silicon Valley and around the world here: Connect with us on… X: Facebook: Instagram:   Follow Ed Ludlow on…

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October 17, 2026

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Anthropic 3Q & CoreWeave Debt Problems
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Bloomberg Technology

The Hot WatchesTurning Heads atGeneva Watch Days

Step inside Geneva Watch Days, where independent and contemporary watchmakers take centerstage. Allegra Catelli has the highlights. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:   Get the latest in tech from Silicon Valley and around the…

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2 days ago

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October 16, 2026

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Step inside Geneva Watch Days, where independent and contemporary watchmakers take centerstage. Allegra Catelli has the highlights.
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Bloomberg Technology

Inside Bloomberg’s New Economy Forum Preparations

What does it take to get the Bloomberg New Economy Forum ready? Haslinda Amin goes behind the scenes in New Delhi as crews prepare the venue for global leaders and discussions on AI, trade, energy and the forces reshaping the world economy. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the…

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2 days ago

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October 16, 2026

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What does it take to get the Bloomberg New Economy Forum ready? Haslinda Amin goes behind the scenes in New Delhi as crews prepare the venue for global leaders and discussions on AI, trade, energy and the forces reshaping the world economy.
——–
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Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:

 
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