logo
episode-header-image
Feb 19
7m 59s

Nvidia’s Meta match

Reuters
About this episode
A mystery‑priced chip deal between Meta and Nvidia boosts Big Tech. Geopolitical tensions push oil prices higher. And even with AI spending exploding, Fed officials still aren’t convinced it will tame inflation anytime soon. Today’s recommended read: Hawks circle as top two central banks switch leaders, Mike Dolan Subscribe to Mike Dolan's Morning Bid news ... Show More
Up next
Yesterday
Week In Review: AI angst
An imagined dystopia of mass unemployment fuelled by artificial intelligence unnerves investors. Nvidia’s record‑breaking numbers fails to lift the mood. Plus, how global chip demand is reshaping markets from Seoul to Silicon Valley. Subscribe to Mike Dolan's Morning Bid newslett ... Show More
6m 21s
Feb 27
Paramount’s Hollywood ending
Paramount‑Skydance secures Warner Bros. as Netflix bows out. Plus, Jack Dorsey's Block cuts nearly half its staff, calling it an AI reset. And, Anthropic won’t drop its AI safeguards, putting a $200M Pentagon deal on the line. Today’s recommended read: Europe policymakers set for ... Show More
6m 40s
Feb 26
Nvidia's 'meh' moment
Nvidia crushes expectations again but investors want more. Concerns about the AI economy overheating and Nvidia’s reliance on a small number of customers overhang the chipmaker. Plus, Iran talks in Geneva and Japanese politics and the yen. Today’s recommended read: To win Europe' ... Show More
8m 4s
Recommended Episodes
Sep 2018
The Exchange: Sheila Bair
The chair of U.S. bank regulator FDIC in 2008 recalls how competition and disagreements between watchdogs contributed to the crash. A decade later, despite leaving the industry, she still feels an obligation to warn of the dangers of rolling back some post-crisis reforms. See aca ... Show More
30 m
Aug 2024
Carmakers strain to navigate the next swerves
After responding to the unexpected success of $720 bln Tesla, older manufacturers now face rising China exports amid slower EV growth. In this Viewsroom podcast, Breakingviews columnists discuss how GM, VW and others – including governments – are handling the nascent trade war. R ... Show More
19m 19s
May 2018
The Exchange: Putting limits on central-bank power
Central bankers emerged from the financial crisis with more clout than ever before. Can this be reconciled with democratic legitimacy? Former Bank of England Deputy Governor Paul Tucker explains why monetary authorities have become “overmighty citizens”, and how to rein them in. ... Show More
33m 10s
May 2025
Buffett’s $350 bln parting gift is double-edged
The Sage of Omaha is preparing to step down, handing the reins of Berkshire Hathaway over to Greg Abel. In this Viewsroom podcast, Breakingviews columnists debate the challenge of putting an enviable cash pile to work in the shadow of an investing legend’s track record. Visit the ... Show More
24m 39s
Jul 2024
UK elections herald return to tarnished stability
Polls suggest voters will hand Rishi Sunak’s Conservative Party a historic defeat. In this Viewsroom podcast, Breakingviews columnists discuss how a new government might pick up the pieces amid the legacy of a now-immutable Brexit and political turmoil engulfing global peers. Vis ... Show More
23m 14s
Nov 2024
Gautam Adani is promise and peril of Indian growth
With $31 bln of debt, deep links to the banking system and a star role in India’s energy transition, the tycoon’s empire is a crucial part of the fifth-largest economy. In this week’s Viewsroom, Breakingviews columnists discuss how US bribery charges will test those dependencies. ... Show More
20m 52s
Listen to millions of songs and podcasts on Anghami