Big Tech in Wait-and-See Mode
Bloomberg Tech15 Nov 2024

Big Tech in Wait-and-See Mode

Bloomberg's Caroline Hyde and Ed Ludlow discuss the market cool-off as investors digest the direction of Fed cuts and Donald Trump's next moves. And, EVs take a hit as reports emerge that the $7,500 EV tax incentive will be cut under the new Trump administration. Plus, how one company is growing customers with their plant-based protein.

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Episoder(979)

Nvidia’s Forecast Lifts AI Trade

Nvidia’s Forecast Lifts AI Trade

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s earnings, as the AI chip leader delivers an upbeat forecast. Plus, Palo Alto Networks CEO Nikesh Arora discusses the company’s earnings and pla...

20 Nov 202544min

Bloomberg Tech Special: Nvidia CEO Jensen Huang on Upbeat Forecast

Bloomberg Tech Special: Nvidia CEO Jensen Huang on Upbeat Forecast

Nvidia CEO Jensen Huang discusses the "off the charts" sales of the Blackwell advanced graphics processing unit (GPU), the company's new Vera Rubin platform and the outlook for demand from China with ...

20 Nov 202515min

All Eyes on Nvidia Ahead of Earnings

All Eyes on Nvidia Ahead of Earnings

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 Tesla CEO Elon Musk speak at the US-...

19 Nov 202548min

Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Bloomberg’s Caroline Hyde breaks down what’s behind Microsoft’s and Nvidia’s commitment to invest up to $15 billion combined in AI startup Anthropic. Plus, Saudi Arabia's Crown Prince visits the White...

18 Nov 202539min

Theil’s Hedge Funds Sells Entire Nvidia Stake

Theil’s Hedge Funds Sells Entire Nvidia Stake

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 crypto market selloff shows no signs of easing...

17 Nov 202543min

AI Funding Frenzy Continues with Cursor, Thinking Machines

AI Funding Frenzy Continues with Cursor, Thinking Machines

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the latest moves in tech stocks as skepticism grows about whether the Federal Reserve will cut interest rates in December. Plus, Thinking Machines, the ...

14 Nov 202542min

Cisco Shares Nears Dot-Com Highs

Cisco Shares Nears Dot-Com Highs

Bloomberg’s Caroline Hyde and Ed Ludlow speak with Cisco CEO Chuck Robbins after the company raised its outlook and showed progress capturing more of the global AI spend. Plus, their conversation with...

13 Nov 202543min

Anthropic to Spend $50 Billion Building US Data Centers

Anthropic to Spend $50 Billion Building US Data Centers

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the continued data center boom, as Anthropic pledges to spend $50 billion building data centers in the US, and Meta announces plans for a $1 billion dat...

12 Nov 202543min

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