Michael Shepard

In this discussion, Michael Shepard, a tech expert at Bloomberg, highlights NVIDIA's monumental leap to a $5 trillion market cap and its transformative impact on AI. Christopher Ciolino shares insights on Caterpillar's robust earnings, driven by booming demand for data-center power-generation. Meanwhile, George Ferguson analyzes Boeing's setbacks with a $4.9 billion charge due to delays in the 777X but notes positive cash flow signs. Together, they explore the future of these industry giants amid shifting market dynamics.

Michael Shepard, a Senior Editor for Technology & Strategic Industries at Bloomberg News, discusses the Trump administration's push for tech firms to fund new electricity generation. Lesley Marks, Chief Investment Officer at Mackenzie Investments, shares insights on macro drivers influencing markets heading into 2026. Maja Vujinovic, CEO of Digital Assets at FG Nexus, dives into stablecoin regulations and why her firm favors Ethereum over Bitcoin. David George, a Senior Research Analyst, reviews the latest bank earnings and their implications for the financial sector.

Join Michael Shepard, Bloomberg Technology Editor, and Peter Elstrom, executive editor based in London, as they explore the pressures facing chipmakers like Nvidia and ASML due to U.S. tariff policies. They discuss Lyft's strategic acquisition of FreeNow to expand into Europe and the implications for its growth and tech integration. Additionally, the conversation touches on antitrust challenges within the tech sector and the need for the U.S. to bolster its leadership in critical technologies like AI and quantum computing.

Bloomberg News experts discuss the Biden administration's chip crackdown on China. Investor insights on growth stocks and real estate investing. Former President Trump's interview insights and policy proposals. Magazine cover story details. Market performance analysis and tech solutions for small businesses.

Bloomberg Intelligence analysts discuss Disney earnings, Intel revenue forecast, Apple's iPad launch, and the latest TikTok news. They also touch on Wall Street bonuses, Tyson Foods earnings, and investment potential in Tyson while exploring semiconductor challenges and US-China tech tensions.