Investors Await Nvidia’s Earnings, Anthropic Loosens Safety Policy

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 the US Defense Department over guardrails. And Sequoia partner Alfred Lin discusses AI’s impact on financial services alongside the CEO of his new portfolio company, Rowspace's Michael Manapat

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Nvidia Delivers Upbeat Forecast to AI-Wary Market

Nvidia Delivers Upbeat Forecast to AI-Wary Market

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s latest sales forecast, which drew a lukewarm response from investors, with concerns over a potential bubble still weighing on the chipmaker. Pl...

26 Feb 43min

Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

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

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

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

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

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

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

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