Tech Stocks Rally on the Back of Ceasefire Deal

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rally in tech stocks and fall in energy prices as markets react to a two-week ceasefire deal between the US and Iran. Plus, Anthropic is giving tech firms early access to its new Mythos model to get ahead of possible cyberattacks that could wreak havoc. And, Apple's first foldable phone is still on track to launch in September, despite reports of major manufacturing delays.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Intel’s plan to join Elon Musk’s Terafab project with Tesla, SpaceX, and xAI. Plus, Broadcom and Google expand an agreement with Anthropic to power the AI startup’s burgeoning operations. And Bill Ackman looks to make a deal for the world’s largest music company, Universal Music Group.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow speak with OpenAI’s Chief Global Affairs Officer Chris Lehane about the company’s new policy proposals to help manage the rapid changes brought about by artificial intelligence. Plus, Oracle names a new CFO to help the company navigate massive data center development plans and a cash crunch. And, NASA's Artemis II is set to pass at the closest distance that humans have come to the lunar surface in 50 years.See omnystudio.com/listener for privacy information.

Bloomberg’s Tim Stenovec discusses the roller-coaster for tech stocks as the market reacts to the ongoing conflict with Iran. Plus, Tesla posts one of its worst sales quarters in years, disappointing Wall Street even as the company tries to convince investors its future is in AI. And NASA’s Artemis II crew prepares to fire their engines toward the moon.See omnystudio.com/listener for privacy information.

Bloomberg’s Tim Stenovec discusses OpenAI’s recent mega-funding round that valued the company at $852 billion. Plus, Anthropic blames the accidental release of internal source code behind its Claude coding assistant on human error. And, it’s launch day for Artemis II as NASA prepares to send astronauts back to the moon’s vicinity. See omnystudio.com/listener for privacy information.

Bloomberg’s Matt Miller takes a look at Nvidia’s $2 billion investment in Marvell, part of an agreement to collaborate on silicon photonics technology. Plus, the debt binge fueling the AI boom continues, with CoreWeave raising $8.5 billion from banks and investors to expand its cloud capacity. And the CEO of wearables startup Whoop discusses the company’s new $10.1 billion valuation after its latest funding round.See omnystudio.com/listener for privacy information.

Bloomberg’s Tim Stenovec discusses the selloff in tech stocks as investors weigh whether it's a turning point for the market. Plus, NASA prepares to launch Artemis II on a lunar flyby. And investors eye a mega $75 billion SpaceX IPO and the impact Elon Musk’s Terafab plan could have on the business.See omnystudio.com/listener for privacy information.

If you want to build a diversified portfolio, you need to assemble assets that respond to different return drivers. Digital assets can play a central role. For starters, cryptocurrencies like bitcoin behave differently than traditional equities or commodities, giving portfolios exposure to unique sources of risk and return. And within the crypto universe, you can find coins, protocols, and equities that all behave differently under different market conditions. By investing in a wide range of digital assets you can potentially both mitigate risk and improve returns.  This episode is sponsored by Coinbase.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow discusses the impact of the Iran war on markets as the Nasdaq 100 falls into correction territory and Big Tech stocks slide. Plus, Meta is set to fund the construction of seven new natural gas-fired energy plants to fuel its Hyperion data center in Louisiana. And, Anthropic is said to be looking to IPO as soon as October.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the jury verdict holding Google and Meta liable for a young woman’s social media addiction. Plus, the case in California was just the start of thousands of similar cases that could lead to impacts on the businesses of social media companies. And Google researchers tout a new compression technique for LLMs and vector search engines, sending shares of memory and storage companies lower.See omnystudio.com/listener for privacy information.