Hedge Fund Exposure to Tech Hits Record High

Bloomberg’s Tim Stenovec takes a look at OpenAI, which is on track to generate annualized revenue of more than $40 billion, roughly doubling its run rate from the end of 2025. Plus, how a New York City bill backed by Mayor Zohran Mamdani could force Amazon to directly employ its ...  Show more

Bloomberg’s Ed Ludlow breaks down what could be Anthropic's biggest acquisitions yet: a $6 billion deal for AI startup Decart to help it squeeze more performance out of its computing infrastructure. Plus, CoreWeave warns investors that shifting from its exclusive use of Nvidia AI ...  Show more

Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Apple and Intel. They speak with: Bloomberg News Technology Reporter Jackie Davalos Angelo Zino, Senior Equity Analyst at CFRA Research Bloomberg Technology Co-Host Caroline Hyde See omnystud ...  Show more

Bloomberg News US Semiconductor & Networking Reporter Ian King explains how Nvidia, the world’s most valuable chipmaker, forecast sales that blew past analysts estimates, showing how booming demand for artificial intelligence processors has the potential to reshape the sector. Mo ...  Show more

Bloomberg Markets with Carol Massar and Cory Johnson. GUEST: Connor Browne Portfolio Manager Thornburg Investment Management Discussing investing in tech stocks, saying the biggest companies are winning most of the market.

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Technology stocks have gotten clobbered this year, and investor attention has focused on rising interest rates as the reason behind it. But that’s not the whole story, says Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams.On this episode, she helps dissect the shi ...  Show more