Bloomberg Intelligence cover image

BI Weekend: Delta Earnings, Musk Party, 10 Companies to Watch in 3Q

Bloomberg Intelligence

00:00

CoreWeave and the Shifting Landscape

This chapter explores CoreWeave's strategic expansion in AI infrastructure, highlighting its unique market position and reliance on NVIDIA GPUs. It also discusses Tesla's stock decline following Elon Musk's political ambitions, raising investor concerns about distractions from the company's operations. Lastly, the chapter examines the impact of a significant budget bill on the pharmaceutical industry and the educational trends of U.S. students seeking prestigious European universities.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app