Evolving Money: Diversifying with Digital Assets (Sponsored Content)

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.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Arm’s plans to sell its own chips for the first time, with Meta as the first major customer. Plus, space stocks climb after reports that SpaceX aims to file a prospectus for its mega IPO before the end of March. And Kleiner Perkins partner Ilya Fushman discusses the firm’s largest raise ever to back AI bets.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss whiplash in the markets as President Trump outlines talks to potentially end the war in Iran. Plus, Elon Musk's grand plan to manufacture his own chips for robotics, AI and space data centers involves two of his biggest companies. And, Nscale becomes one of Europe's most valuable startups with a $14.6 billion valuation and adds Sheryl Sandberg to its board.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses Micron earnings as the memory maker plans heavy spending on production to meet demand. Plus, Alibaba says it's aiming to generate $100 billion in cloud and AI revenue within the next five years, even as earnings come under pressure. And, Uber is set to invest up to $1.25 billion in Rivian's robotaxi fleet in the ride-hail company’s latest deal.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses Nvidia's outlook as the company says it's now getting orders from China and is ramping up sales of its H200 chips. Plus, the CEO of Nvidia, Jensen Huang, calls OpenClaw "the next ChatGPT", sending Chinese AI stocks higher. And the CEO of Kalshi, Tarek Mansour, gives an exclusive interview after Arizona filed criminal charges against the prediction market platform.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia's prediction that it will generate $1 trillion in sales through 2027. Plus, IBM CEO Arvind Krishna talks about the AI and M&A landscape, hot off the company's own GTC announcement. And, the CEO of Gecko Robotics explains how the startup deploys its AI-powered robots to assess the condition and readiness of the US Navy's warships.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rise in Meta’s shares following reports that the social media giant is planning big layoffs and news that it has expanded a compute deal with neocloud Nebius. Plus, OpenAI is in advanced talks to form a joint venture with private equity firms to boost enterprise adoption of its AI software. And Nvidia kicks off its developers’ conference, GTC, with all eyes on the global outlook for AI.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow discusses the impact the conflict with Iran is having on AI investments in the Middle East, as Meta pauses part of its major internet-expansion efforts in Africa. Plus, Adobe CEO Shantanu Narayen will resign amid skepticism about the company's ability to thrive in the AI era. And S&P Dow Jones Indices is considering changes to rules governing how companies join its index, which could fast-track SpaceX's entry after its IPO.See omnystudio.com/listener for privacy information.