Instant Reaction: Nvidia’s Upbeat Sales Forecast Shows AI Boom Remains Strong
Nvidia Corp. gave a bullish quarterly revenue forecast, signaling that the build-out of AI computing remains on track, with fiscal first-quarter sales expected to be about $78 billion. The company's o...
25 Feb 24min
Investors Await Nvidia’s Earnings, Anthropic Loosens Safety Policy
Bloomberg’s Caroline Hyde and Ed Ludlow preview Nvidia’s earnings as investors look for fresh clues on AI’s market impact. Plus, Anthropic loosens its central safety policy amid a growing dispute with...
25 Feb 43min
Meta to Spend Billions on AMD Gear, AI Scare Trade Continues
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Meta’s plans to buy AI chips and computers from AMD worth billions of dollars. Plus, AI whiplash in markets erupts again as investors navigate the disru...
24 Feb 44min
Tariff Uncertainty, AI Unease Rattle Tech Shares
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact of tariff uncertainty on tech. Plus, AI disruption continues to rattle shares during a busy week of earnings that includes Nvidia and Salesfo...
23 Feb 44min
Supreme Court Strikes Down Tariffs, West Virginia Sues Apple
Bloomberg’s Ed Ludlow discusses the US Supreme Court striking down President Trump's sweeping global tariffs. Plus, Netflix co-CEO Ted Sarandos tells Bloomberg the company's bid to acquire Warner Bros...
20 Feb 48min
Bonus: Netflix co-CEO Ted Sarandos Says Warner Deal to Put More Films in Cinemas
Ted Sarandos, co-chief executive officer of Netflix, said his company’s acquisition of Warner Bros. Discovery will lead to more films in theaters, addressing a key complaint from Hollywood in the high...
19 Feb 15min
OpenAI Nears Deal for $100B in Funding
Bloomberg’s Ed Ludlow discusses OpenAI nearing the first phase of a new funding round that could bring in more than $100 billion. Plus, Mark Zuckerberg testified in a landmark social media trial, tell...
19 Feb 43min
Meta to Deploy “Millions” of Nvidia Processors
Bloomberg’s Ed Ludlow discusses Meta’s pact with Nvidia to deploy “millions” of the AI chip giant’s processors over the next few years. Plus, Meta CEO Mark Zuckerberg is set to take the stand in a lan...
18 Feb 42min
