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Bloomberg Television

Showing 1–2 of 2 interviews.

  1. Bloomberg Television1h 35m

    Asia Tech Rally Defies SoftBank AI Concerns

    Haidi Stroud-Watts, Avril Hong, Sam Liang, Aidan Gomez, Erica Poon Werkun, Chris Phelan, Goolsbee, Philip Lane, Heidi Stratwatz, Enda Curran, Michael Shepard, Anthony Stevens, Stephen Engel, Rachel Metz, Kirk Boudry, Jill Desis, Mark Cranfield, Catherine Lim

    U.S. inflation data exceeding expectations prompted Federal Reserve officials to debate a 50 basis point rate hike, causing yields to surge while White House officials downplayed the urgency amid falling energy prices. Simultaneously, the artificial intelligence sector attracted massive capital with Anthropic targeting a $1.4 trillion IPO and TSMC deepening investments, even as SoftBank recorded significant losses and investors scrutinized circular financing dynamics. On the geopolitical front, the U.S. House blocked impeachment proceedings against Defense Secretary Pete Hegseth while global markets adjusted to diverging monetary policies from the Federal Reserve and the Bank of Japan.

  2. Bloomberg Television1h 35m

    Anthropic Prepares to Market IPO as Nvidia Scandal Stokes AI Jitters

    Haidi Stroud-Watts, Annabelle Droulers, Thomas Massie, Anna Wu, Kaleem Rizvi, Michael Fullilove, Stephen Engel, Hardy Stroud, Lynn Doyen, Mandeep Singh, Mark Cranfield, Derek Wolbrank, Sharon Chen, Anthony Stevens, Paul Dobson, Michael Shepard, Steven Angle, Jill Desis, Taro Kimura, Hee-Soo Lee

    Amidst a U.S. Commerce Department and FBI probe into alleged AI chip smuggling by Megaspeed International and potential Congressional testimony demands for NVIDIA CEO Jensen Huang, the market displayed divergent sentiment with NVIDIA stock falling 4% while the semiconductor sector gained. Concurrently, Anthropic is preparing to launch its IPO, a pivotal event for the AI trade that could determine year-end market rallies given its $80 billion revenue run-rate and high compute costs. Global equities rose on tech buying and falling oil prices, though Japanese consumption data and a Republican-led impeachment effort against Defense Secretary Pete Hegseth added complexity to the economic and political landscape.