Fed Focus, Anthropic Victory and PayPal Deal Bust
Bloomberg’s Tim Stenovec zeroes in on Jackson Hole after Fed Chairman Kevin Warsh delivered his first address at the Symposium. Plus, a US judge rules that the Trump administration must lift its ban o...
28 Aug 49min
Nvidia Sees 70% Growth as AI Boom Accelerates
Bloomberg’s Ed Ludlow breaks down Nvidia's prediction of a 70% revenue growth next fiscal year, far exceeding analyst estimates. Plus, Salesforce shares jump after giving an outlook for strong revenue...
28 Aug 43min
Nvidia’s Big Test as AI Chip Race Heats Up
Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia's earnings report on Wednesday, as the stock is on track to snap its seven-session losing streak. Plus, Apple announces new Mac mini and Ma...
25 Aug 44min
AI’s Global Capital Race Accelerates
Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia's earnings this week, this as Bloomberg reports Nvidia customers have been notified about price hikes. Plus, SoftBank plans a record $6.3 b...
24 Aug 44min
Anthropic Preps for Blockbuster Public Listing
Bloomberg’s Ed Ludlow takes a look at Anthropic as the AI company expects to match or top the size of SpaceX’s record-setting IPO. Plus, sources say Broadcom is in talks to raise more than $60 billion...
21 Aug 43min
Alibaba's AI Spending Spree, Concerns of Circular AI Financing
Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba's profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Micros...
20 Aug 43min
Google’s Chip Push, SK Hynix’s $29 Billion Buyback
Bloomberg’s Ed Ludlow takes a look at the expanded partnership between Marvell and Google for chip development, with Marvell giving the search giant the right to buy as much as $12.2 billion in stock....
19 Aug 44min
Anthropic’s $65 Billion Surge, OpenAI’s Teen Push
Bloomberg’s Ed Ludlow breaks down Anthropic’s annualized revenue topping $65 billion as the AI startup moves closer to a potential IPO. Plus, OpenAI launches ChatGPT for Teens, aimed at giving 13- to ...
18 Aug 44min
