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Carol Masser

Showing 1–4 of 4 interviews.

  1. Bloomberg Television1h 32m

    AI Trade Roars Back, Anthropic IPO Outlook, Nordstrom Co-CEO on Going Private

    Jitania Kandhari, Nathan Sheets, Liz Westcott, Gary Marcus, Tiffany McGhee, Evan Schlossman, Dan Niles, Pete Nordstrom, Dana Telsey, John Imah, Romane Bostick, Bonnie Quinn, Jatanya Kandari, Norah Melinda, Carol Masser, Tim Stenovich

    Post-election market volatility subsided as semiconductor and "neocloud" stocks rallied amid hotter-than-expected inflation data that reignited Federal Reserve rate hike expectations. While major tech names declined, investor sentiment remains divided on the sustainability of current AI valuations, with scrutiny focused on Anthropic's rumored trillion-dollar IPO and potential commoditization risks. Concurrent corporate developments include Woodside Energy's progress on LNG infrastructure, Nordstrom's strategic pivot under private ownership, and Michael Burry's renewed confidence in Lululemon despite recent share price declines.

  2. Bloomberg Television49 min

    Anthropic Targets $1.4 Trillion Valuation

    Bailey Lipschultz, Matthew Luzzetti, Dave Lee, Melissa Smith, Carol Masser, Tim Stenevek, Charlie Pellett, Chris Waller, Lori Logan, Megan Scully

    U.S. equities retreated and Treasury yields surged following a CPI report that triggered concerns of accelerated Federal Reserve rate hikes, while NVIDIA faced intensified scrutiny over a national security investigation involving its CEO. Simultaneously, Anthropic filed for a historic IPO targeting a $1.4 trillion valuation, and House Republicans elected Jim Jordan as their next leader amid shifting political dynamics. Commercial fleet operators continue to grapple with surging fuel costs and operational inefficiencies, whereas corporate developments included significant M&A activity and immigration policy shifts affecting major firms like IBM.

  3. Bloomberg Television1h 32m

    The Close 11/9/2026

    Olaolu Aganga, Betsy Duke, Jason Bazinet, David Joyner, Jed Finn, Kim Forrest, Ross Gerber, Gautam Mukunda, Christine Barone, Vonnie Quinn, Garland, Ian King, Oluwole Ogonga, Scarlet Fu, Carol Masser, Tim Stanevik, Mandeep Singh, Romain Bostic

    Major US indices surged as aggressive dip-buying propelled the S&P 500 and Nasdaq higher despite a 5% decline in NVIDIA shares following reports of CEO Jensen Huang's alleged misconduct and a federal investigation into foreign espionage. While the broader market rebounded on commodity de-escalation and semiconductor sector gains, with AMD and the Philadelphia Semiconductor Index outperforming, diverging corporate earnings and rising inflation expectations continue to shape investor sentiment. Analysts remain divided on the long-term risks to the semiconductor giant, whereas other sectors like media and industrial infrastructure responded to specific earnings beats, strategic pivots, and a shifting macroeconomic outlook regarding potential Federal Reserve rate hikes.

  4. Bloomberg Television52 min

    Nvidia Shares Fall Amid CEO Probe

    Ian King, Mandeep Singh, Thomas Massie, Pete Hegseth, Mike Shepard, Elizabeth Saunders, Carol Masser, Tim Stenevek, Charlie Pellett, Michael Shepard, Natalia Kenny Javich

    Amid a broad U.S. market rally driven by falling oil prices and dip-buying activity, NVIDIA shares declined despite its semiconductor peers surging, a drop triggered by an internal board investigation into CEO Jensen Huang's extramarital affair with a woman suspected of being a Chinese spy. The scandal has introduced "key man risk" for the $4.26 trillion company, prompting congressional oversight and speculation that rivals like Anthropic and AMD could benefit from potential leadership changes or supply chain fragmentation. While President Trump has publicly defended Huang, the situation raises questions about national security and the future of AI dominance as investors await the company's November earnings report.