logo
episode-header-image
Jun 2024
39m 55s

Nvidia's Rally and TikTok's Divest-or-Ba...

bloomberg
About this episode

Bloomberg's Caroline Hyde breaks down why insiders are cashing in on Nvidia's rally as the stock pushes deeper into record territory. Plus, TikTok parent Bytedance embarks on a high-stakes bid to overturn the law requiring them to divest or be banned, and a look at Point 72's plans for a new $1 billion hedge fund focusing on AI stocks. 

See omnystudio.com/listener for privacy information.

Up next
Today
Musk Says Grok To Make Tesla Debut
Bloomberg’s Caroline Hyde discusses xAI's rollout of Grok 4 as Elon Musk says Grok will come to Tesla vehicles next week. Plus, we hear from LinkedIn co-founder Reid Hoffman as the AI talent war draws big pay packages. And Varda Space raises $187 million in a series C funding as ... Show More
43m 39s
Yesterday
Nvidia Hits $4T Market Cap, SpaceX's Path to a $400B Valuation
Bloomberg’s Caroline Hyde discusses Nvidia's rise to become the first ever company to have touched a $4 trillion market cap. Plus, SpaceX is in talks to sell shares that could value the company at $400 billion. And the White House puts Apple on blast for their slow migration of p ... Show More
43m 16s
Jul 8
Apple Loses Another AI Executive, Amazon's Prime Day Weakness
Bloomberg’s Caroline Hyde discusses Apple's latest AI talent loss as a key AI executive leaves for Meta. Plus, Amazon's Prime Day kicks off to a tepid start as retailers and shoppers feel the bite of tariffs. And a conversation with CoreWeave CEO Michael Intrator as they buy Core ... Show More
40m 21s
Recommended Episodes
Nov 2024
Nvidia Reports Higher Quarterly Sales and Profits
Plus: Williams-Sonoma shares rise to a new record after the home-products retailer posted higher-than-expected quarterly earnings and boosted its 2024 outlook. Robinhood shares increase on hopes the brokerage will benefit from President-elect Donald Trump’s softer approach to reg ... Show More
2m 36s
May 30
Nvidia’s Post Earnings Blues… And JPMorgan CEO Jamie Dimon’s Bond Market Warning 5/30/25
Shares of Nvidia reversing in today’s session, and sat out the mid-day Mag7 rebound. How the chip giant is faring since its post-earnings pop, and how our traders are positioning in the stock going into June. Plus Jamie Dimon ringing the alarm bell on the bond market. The cracks ... Show More
43m 52s
Aug 2024
Instant Reaction: Nvidia Sales Forecast Falls Short
Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a revenue forecast that fell short of some of the most optimistic estimates, stoking concerns that its explosive growth is waning. Bloomberg Businessweek hosts Carol Massar and Tim Stenovec talk with Blo ... Show More
21m 47s
Nov 2024
Tesla Shares Rise on Trump Transition Team’s Self-Driving Vehicle Plan
Plus: Super Micro Computer shares jump as the AI server maker submits a plan to the Nasdaq to avoid delisting. Warner Brothers Discovery shares move higher after reaching a legal settlement with the NBA. J.R. Whalen reports. Sign up for the WSJ's free What's News newsletter.  Lea ... Show More
2m 18s
May 2024
Nvidia Still A Buy?... And Boeing’s Latest Black Eye 5/23/24
Shares of Nvidia surging after earnings and its 10-for-1 stock split announcement, but after another big jump, is the stock still a buy? If the chip giant’s rally can keep running. Plus More headwinds for Boeing. The company announcing it expects to burn cash this year, and that ... Show More
43m 38s
Apr 21
Stocks drop,Tesla tumbles, and gold shines as investors get defensive 4/21/25
The Mag 7 all dropped sharply to kick off the week and chip stocks fell across the board. Tesla heads into earnings under pressure. And President Trump ramped up his attacks on Fed Chair Jerome Powell. We’ll get thoughts from Former Cleveland Fed President Loretta Mester. Plus, g ... Show More
42m 44s
Apr 1
Q2 Playbook, Cramer Slams Bears on Nvidia, "White Lotus" Surprise 4/1/25
After the worst quarter for stocks since 2022, Carl Quintanilla, Jim Cramer and David Faber explored how investors should navigate the markets in Q2 – especially in light of President Trump's reciprocal tariff announcement slated for Wednesday. The "Magnificent 7" in focus after ... Show More
42m 25s
Aug 2023
The controversy around share buybacks
Share buybacks are a strategy companies use to return excess cash to their shareholders. But recently, they’ve exploded in popularity, and that’s sparked strong discussions inside financial circles. The FT’s US financial editor Brooke Masters explains why share buybacks have beco ... Show More
18m 20s
Aug 2024
Indexes Rally After Strong Retail Data Calm Economic-Slowdown Fears
Plus: Walmart shares soar after posting strong quarterly earnings. Ulta Beauty gets a stock boost from Berkshire Hathaway’s stake disclosure. And Paramount shares rise after a WSJ exclusive report that a media executive is preparing a new bid for the company. Danny Lewis hosts. S ... Show More
2m 21s
Jun 2024
Nvidia Sales Grow So Fast That Wall Street Can’t Keep Up
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani explains the issues with Nvidia's expensive valuation. Bloomberg News Economics Editor Molly Smith and Bloomberg Intelligence Chief US Interest ... Show More
44m 34s