Micron’s Rosy Memory Outlook Lifts AI Hopes
Bloomberg’s Caroline Hyde discusses Micron’s earnings as tech stocks rally on the back of a positive AI outlook. Plus, with private tech valuations soaring, the lines between public and private market...
18 Dec 202547min
Investors Question Oracle’s Data Center Financing
Bloomberg’s Caroline Hyde discusses questions surrounding Oracle’s data-center financing. Plus, OpenAI is in talks to raise $10 billion from Amazon and plans to use its Trainium chip in a challenge to...
17 Dec 202543min
Databricks Raises $4 Billion, TikTok Finds Its Shopping Stride
Bloomberg’s Caroline Hyde discusses Databricks’ latest $4 billion Series L funding round at a $134 billion valuation. Plus, Jacob Helberg, Under Secretary of State for Economic Affairs and founder of ...
16 Dec 202543min
Wall Street Bets on If, When AI Bubble Will Pop
Bloomberg’s Caroline Hyde discusses AI anxiety bubbling during the last full trading week of 2025. Plus, ServiceNow closes in on a deal to buy cybersecurity startup Armis for as much as $7 billion, wh...
15 Dec 202541min
Broadcom Follows Oracle in Disappointing AI-Focused Investors
Bloomberg’s Ed Ludlow and Caroline Hyde break down Broadcom's plunge after the company's sales outlook failed to meet investors' lofty expectations. Plus, China eyes the largest ever state-backed ince...
12 Dec 202544min
Oracle Slides by Most Since January on Mounting AI Spending
Oracle falls after reporting a jump in spending on AI data centers and other equipment. Plus, Disney agrees to invest $1 billion in OpenAI and license characters for use on the Sora generative video p...
11 Dec 202542min
SpaceX Said to Pursue 2026 IPO
Bloomberg’s Ed Ludlow discusses how SpaceX is targeting an IPO next year, with the goal of raising far beyond $30 billion, the most in history. Plus, Meta makes a pivot on open-source models, and Nvid...
10 Dec 202542min
Nvidia Wins US Approval to Sell H200 Chips to China
Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s decision to allow Nvidia to ship its H200 AI chip to China, in exchange for a 25% surcharge. Plus, the battle for Warner Bros. heats u...
9 Dec 202544min
