logo
episode-header-image
Aug 2024
8m 8s

AMD’s AI Growth Sends Shares on Biggest ...

bloomberg
About this episode

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Technology Co-Host Ed Ludlow provides a roundup of the latest news from the world of semiconductors, including news on Advanced Micro Devices giving an upbeat revenue forecast, underscoring that its new artificial intelligence processors are boosting growth. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. 

See omnystudio.com/listener for privacy information.

Up next
Today
ICYMI: The Banks of Tomorrow
Payments and stablecoin firm Ripple Labs Inc. and crypto custodian BitGo Inc. have applied for national bank charters, joining a crush of upstart financial services companies seeking such approval. BitGo, which custodies billions of dollars in crypto assets for clients, is weighi ... Show More
7m 58s
Yesterday
Trump Vows No Tariff Extension, Hardens Threats on Copper, Drugs
Watch Bloomberg Businessweek Daily LIVE every day on YouTube: http://bit.ly/3vTiACF.President Donald Trump vowed to push forward with his aggressive tariff regime in the coming days, stressing he would not offer additional extensions on country-specific levies set to now hit in e ... Show More
35m 30s
Yesterday
ICYMI: The Next Sports and Entertainment Empire
BSE Global, the parent company of the NBA's Brooklyn Nets, the WNBA's New York Liberty, as well as their home arena, Barclays Center, has built a business model across sports, entertainment, hospitality and media. The company believes that its array of multiple businesses enables ... Show More
12m 14s
Recommended Episodes
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
Aug 2024
Tech Investor Gene Munster on MegaTrends | Okay, Computer.
Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ... Show More
41m 29s
Mar 2025
Nvidia’s New AI Offerings, Musk Buys More X Shares
Bloomberg’s Caroline Hyde and Tim Stenovec discuss how analysts are reacting to Nvidia's product roadmap. Plus, Cloudflare CEO Matthew Prince describes how his company’s new product helps safeguard enterprise AI. And Elon Musk has been buying more shares of his social media compa ... Show More
43m 2s
Nov 2024
WSJ’s Take On the Week: The AI Trade’s Next Phase Is Here. Are You Ready?
For YMB listeners, here’s a special presentation of WSJ’s Take On the Week: Co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy, and finance—the big tra ... Show More
24m 10s
Jan 2025
China's AI challenger sends shockwaves
After US stocks notched their best start to a presidential term since 1985 last week, DeepSeek, China's answer to ChatGPT, is making big waves in the tech sector. The AI startup is gaining significant traction and sending US stock futures sharply lower. Mensur Pocinci, Head of Te ... Show More
10m 27s
Feb 2025
Amazon CEO Talks AI Plans, Nvidia Results Underwhelm
Amazon CEO Andy Jassy discusses Alexa+, artificial intelligence spending plans and the company's relationship with the Trump administrations. Plus Nvidia earnings underwhelm investors used to blowout results and forecasts. And how investors are reacting to Salesforce’s bet on AI ... Show More
47m 44s
Feb 2025
China Challenges Silicon Valley for A.I. Dominance
Financial markets went into a panic last week over an obscure Chinese tech start-up called DeepSeek. The company now threatens to upend the world of artificial intelligence and the race for who will dominate it.Kevin Roose, a tech columnist at The Times, discusses how DeepSeek ca ... Show More
23m 16s
Apr 2024
Tech Partying Like Its 2021 with Rick Heitzmann + A Better Way To Carpool with Joanna McFarland CEO of HopSkipDrive | Okay, Computer.
On this episode of “Okay, Computer,” Dan Nathan and Rick Heitzmann of FirstMark Capital give an update on the IPO market, and what to expect from some of the most valuable unicorns in 2024. Topics they hit include; the Reddit IPO (4:00), IPO outlook for 2024 (10:30), investing in ... Show More
1h 1m
Jun 9
Apple’s WWDC Clouded by Worries Over AI, Tariffs, and Legal Battles
Worries about tariffs, legal battles, and the future of artificial intelligence have weighed on Apple’s stock price so far this year. WSJ Heard of the Street columnist Dan Gallagher explains what investors are looking for this week from the tech giant’s developers conference. Plu ... Show More
11m 33s
Jun 2023
Artificial Intelligence Bubble Has Only Just Begun, Says Citrini7, World's Hottest A.I. Stockpicker
Today Jack is joined by an anonymous trader known only by their Twitter handle @Citrini7, who has the absolute “hottest hand” when it comes to picking Artificial Intelligence (AI) stocks. Citrini is very optimistic about the boost that the adoption of AI will provide to semicondu ... Show More
1h 6m