logo
episode-header-image
Aug 2024
42m 37s

Meta's AI Investments Pay Off, and Nvidi...

bloomberg
About this episode

Bloomberg's Ed Ludlow breaks down how Meta's AI investments seem to have paid off. Plus, Arm slumps as the chip company holds off boosting its outlook, and Nvidia shatters records by adding $329 billion to its market cap in a single session.  

See omnystudio.com/listener for privacy information.

Up next
Yesterday
Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo
Bloomberg’s Caroline Hyde discusses Disney's earnings lifted by record results in its parks division. Plus, Oracle kicks off a massive bond sale as the software giant looks to raise $45 billion to $50 billion this year through a combination of debt and equity sales to build addit ... Show More
43m 19s
Jan 30
Musk Empire Merger Possibility, Memory Costs Weigh on Apple
Bloomberg’s Caroline Hyde and Ed Ludlow discuss how President Trump’s selection of Kevin Warsh to be the next chair of the Federal Reserve, is affecting tech markets. Plus, Apple reports record sales but the rising cost of memory worries investors. And SpaceX is said to be consid ... Show More
43m 45s
Jan 29
AI Spending Delivers Mixed Results to Stocks
Bloomberg’s Caroline Hyde and Ed Ludlow discuss AI capital expenditures after Meta, Microsoft and Tesla all reported raising spend in their earnings. Plus, Apple is set to release results after the bell with investors focused on holiday sales and memory costs. And, Amazon reporte ... Show More
43m 31s
Recommended Episodes
May 2025
Nvidia’s Post Earnings Blues… And JPMorgan CEO Jamie Dimon’s Bond Market Warning 5/30/25
<p>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 crac ... Show More
43m 52s
Aug 2025
20VC: Figma's 250% Pop - The Greatest IPO Mispricing Ever | Meta and Microsoft Blowout Quarters: Broken Down | Cognition Raises at $15BN and Ramp at $22BN | CRV Downsizing and What It Means for LPs and GPs
tail spinning
1h 20m
Oct 2025
OpenAI takes 10% stake in AMD, merger Monday, gold and Bitcoin soar
US stocks rise to new records as OpenAI and AMD (AMD) announce a massive AI computing partnership that includes OpenAI taking a 10% stake in the chipmaker. The deal cements AMD’s position as Nvidia’s (NVDA) top challenger in the race for AI dominance, with OpenAI agreeing to purc ... Show More
24m 4s
Nov 11
Clio Secures 5B Funding and Acquires vLex, TSMC Surges on AI Demand, OpenAI Targets Health Care, AI Boom Fuels Silicon Race, and more...
(0:10): Clio Secures $5B Funding, Acquires vLex to Revolutionize Legal AI Landscape(2:06): TSMC Hits Record Revenue Amid AI Chip Demand, Faces Challenges with US-China Tensions and Market Volatility(4:14): OpenAI Ventures Into Healthcare with AI-Powered Personal Health Assistant ... Show More
11m 1s
Jul 2025
Nvidia’s Record $4 Trillion Market Cap… And Time For An Apple Turnover? 7/9/25
<p>Nvidia becomes the first company to cross the $4T market cap, as the chip giant helps fuel the Nasdaq to its own record high. How the semi surge is fueling the broader tech trade, and if the gains can continue. Plus Is it time for an Apple turnover? Why one Wall Street researc ... Show More
43m 53s
Sep 2024
OpenAI eyes restructure, Murati exits
OpenAI (MSFT) to remove non-profit control, give Altman equity stake: report. (00:21) Disney+ (DIS) rolls out 'paid sharing' password crackdown in most markets. (01:49) Blackstone (BX) to park $13B in AI data center in Britain. (02:45) Episode transcripts seekingalpha.com/wsb. Sh ... Show More
6m 58s
Feb 2025
Nvidia Reports Results… And A Big Move In The Pharma Space 2/26/25
<p>Shares of Nvidia on the move after reporting its latest results. How the Fast Money traders are handling the semi giant, and the impact it has on the broader market. Plus Madrigal Pharma surging on the back of results. The latest drug data pushing that name higher, and what th ... Show More
43m 43s
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
Jan 2025
Nvidia pulls the rug out from under quantum stocks
NVDA CEO Huang estimates 20 years before very useful quantum computers. (0:16) AMC CEO feels shareholder pain. (2:41) Sportsbooks hit as too many NFL favorites win. (3:51) Show Notes Top stocks in software as Wolfe sees it as an area of M&A opportunities AMD slides as HSBC downgr ... Show More
6m 6s
Jan 2025
The AI Model That Tanked the Stock Market
On Monday, the stock market tanked, seemingly in reaction to the emergence of DeepSeek, an open source AI model developed in China. Nvidia, the semiconductor giant that has been the largest winner of the AI boom, erased $589 billion in market cap, for the biggest one-day wipeout ... Show More
21m 3s