With recent headlines in OpenAI from its $100bn Nvidia investment to its release of Sora, this special in-depth episode of The Bid brings together highlights from across our conversations with BlackRock experts to trace the arc of AI’s evolution: its origins, today’s massive infrastructure build-out, the unprecedented power demand it creates, its adoption ac ... Show More
Nov 6
277: Global Equity Markets: Can the Stock Market Rally Continue Beyond AI?
Global equity markets have delivered strong returns in recent years, fueled by corporate earnings growth, the expansion of artificial intelligence, and trillions of dollars in technology investment. But with a relatively small group of companies accounting for much of the US stoc ... Show More
23m 31s
Oct 16
275: How Geopolitics Is Redefining Defense, Energy, Technology and Global Markets
Geopolitical tensions are increasingly reshaping the global economy. Defense spending is rising, energy security has returned to the policy agenda, and competition over artificial intelligence and critical technologies is becoming an increasingly important part of national securi ... Show More
26m 39s
Oct 2024
AI Startups: The Next Big Thing
In this episode, Jaeden and Jamie discuss the latest trends in AI investment, highlighting key players and innovative startups that are shaping the future of technology. They explore the significance of funding in driving disruption across various industries, including finance, h ... Show More
13m 28s
Nov 2025
Smart ways to invest in AI beyond Nvidia, Palantir, and Meta
AI isn’t just transforming tech, it’s reshaping the entire investing playbook. In this episode of Stocks in Translation, Hennion & Walsh Chief Investment Officer Kevin Mahn joins host Allie Canal and Senior Reporter Brooke DiPalma to discuss the AI ecosystem and how artificial in ... Show More
24m 33s
Oct 2025
The AI Bubble Is Real — Here’s How to Prepare for the Pop
Scott and Ed break down why America has become one big bet on AI, and what that means for investors. They then unpack Tesla’s tough year, its push to reinvent itself, and what’s in store for its valuation. Finally, they explore whether or not America’s edge in innovation comes do ... Show More
1h 14m
Sep 2023
AI Revolution: Disruption, Alignment, and Opportunity
<p>The AI Revolution is here. In this episode, you’ll learn what the most important themes that some of the world’s most prominent AI builders – from OpenAI, Anthropic, CharacterAI, Roblox, and more – are paying attention to. You’ll hear discussion around the real-world impact of ... Show More
31m 32s
<p>How are the largest VCs viewing the early stages of the AI Era, from the perspective of investment, technology moats, economics, early adoption and future use-cases. </p><p><br/></p><p><b>SHOW: 879</b></p><p><b>SHOW TRANSCRIPT: </b><a href='https://docs.google.com/document/d/ ... Show More
