Aug 14

OpenAI’s Explosive Growth Continues

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

43m 57s

Aug 13

Anthropic Looks to Buy Decart for $6 Billion

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

46m 37s

Aug 12

CoreWeave, Supermicro Lead Tech Stocks Higher on Results

Bloomberg’s Ed Ludlow breaks down positive earnings results from CoreWeave and Supermicro, showing the booming AI market continues to bolster their sales. Plus, Silicon Data raises new funding and puts it to work on building independent benchmarks for AI compute. And, investors a ... Show More

44m 14s

Oct 2025

Nvidia Outperforms; Avidity Biosciences Rallies; Carter's Falls

On this episode of Stock Movers:- Nvidia (NVDA) leads Magnificent Seven stocks higher in the US premarket Monday, with traders optimistic about the US and China closing in on a trade deal. Trade negotiators from China and the US announced Sunday that they’d struck a slew of agree ... Show More

4m 11s

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

Jul 2025

Wall Street Roundup: AI trade, market melt up

Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ... Show More

11m 6s

May 2025

Nvidia’s Big Number

$24 billion of free cash flow in a single quarter is no small feat. If Nvidia can keep that pace, it may actually be trading at a reasonable price. (00:21) Tim Beyers and Mary Long discuss: - Market relief about the latest in Trump’s trade saga. - A rose and a thorn from Nvidia’s ... Show More

21m 4s

May 2025

Nvidia CEO Jensen Huang Talks Earnings, AI Growth Outlook, China Market

Nvidia CEO Jensen Huang discusses his company's earnings, his optimistic outlook for growth in AI and the impact of US chip curbs on China. He speaks with host Ed Ludlow.See omnystudio.com/listener for privacy information.

13m 6s

Sep 2025

Closing Bell: Tesla Shares Rally, Broadcom Soars, Lululemon Drops

On this episode of Stock Movers:Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.- Tesla (TSLA) proposed a new compensation ag ... Show More

5m 39s

Sep 2025

Wall Street Roundup: Micron, Alibaba, Nvidia, AI theme maturing

Nvidia's new deal, AI theme maturing and separate from broader market (0:15). Micron earnings, Alibaba's aggressive spending (2:45). Klarna, Affirm, and PayPal (6:00). Starbucks closures (9:45). Jobs data and elevated inflation (13:30).Show Notes:Nvidia plans to invest up to $100 ... Show More

14m 57s

Aug 2025

Nvidia earnings preview and the Trump chip tariff twist

Tariffs, AI, and Nvidia’s next report collide. On Trader Talk, Kenny Polcari and Lou Basenese break down Trump’s semiconductor tariffs and a reported China chip sales deal that would skim 15% for the US, what it means for Nvidia (NVDA) and AMD (AMD) margins, and why Big Tech’s AI ... Show More

23m 28s

Nov 2025

OpenAI and Amazon in $38 billion cloud deal

OpenAI enters ‘adulthood’ with access to hundreds of thousands of Nvidia GPUs. (0:15) Analyst values Nvidia at $8.5 trillion. (1:05) Kimberly-Clark to buy Tylenol maker Kenvue. (1:29)Show Notes Hedge funds wrong-footed by Mag 7 earningsEpisode transcripts seekingalpha.com/wsb. Si ... Show More

4m 13s

Jun 2025

US Commerce Secretary Howard Lutnick Talks New US-China Trade Truce

US Commerce Secretary Howard Lutnick says the US and China agreed to a trade truce and that more trade deals are on the way. He speaks to hosts Joe Mathieu and Kailey Leinz.See omnystudio.com/listener for privacy information.

9m 24s

Nvidia Closes In On a $4 Trillion Market...