Bloomberg Technology

Catherine Rooney-Vera, Chief Market Strategist at Stonex Group, brings sharp insights on the tech market's current landscape. She discusses Google's ambitious $32 billion acquisition of Wiz, emphasizing its critical role in enhancing Google's cloud security in a competitive arena. The conversation dives into investor expectations for NVIDIA at GTC, touching on the broader implications of AI advancements in healthcare, while also addressing the market's cautious behavior amidst recent legal disputes in AI technology.

Andrew Ferguson, the new FTC Chairman, discusses the agency's upcoming strategies for tackling antitrust concerns in Big Tech. He emphasizes the need for a balanced approach to foster innovation while ensuring fair competition. Additionally, the podcast touches on the buzz surrounding Nvidia's GTC conference and the CEO's insights into future growth. Listeners also learn about the exciting developments in urban mobility, particularly through Joby’s partnership with Virgin Atlantic, indicating a transformative shift towards air taxis.

Dive into the dynamic world of cryptocurrency as Wall Street warms up to digital assets during the Trump era. Discover how Palantir's new healthcare partnership could revolutionize the industry with AI-driven efficiency. Hear insights from tech leaders on stellar earnings amid economic uncertainty and the critical demand for robust cybersecurity solutions. The discussion also highlights the challenges of meeting the skyrocketing demand for AI tools, revealing innovative strategies in a swiftly evolving landscape.

Bloomberg's Caroline Hyde and Jackie Davalos discuss the news pushing Intel shares higher. And, we hear from SuRo Capital CEO Mark Klein about how market volatility could impact one of the year's hotly anticipated IPOs. Plus, OpenAI asks the White House for relief from state AI rules.See omnystudio.com/listener for privacy information.

Bloomberg's Jackie Davalos and Sonali Basak discuss tech's market rebound amid Trump's tariff tensions. And, a look at Tesla's future as the company leads the S&P 500 as the biggest decliner so far this year. Plus, SpaceX's next mission: rescuing the two stranded astronauts.See omnystudio.com/listener for privacy information.

Alfred Lin, a Sequoia Capital Partner known for his early investments in groundbreaking tech firms, shares insights from the HumanX conference. He discusses the megatrend of AI, emphasizing investment dynamics in both the US and China. Lin highlights how visionary founders are shaping the landscape and the critical role of developers in future innovations. He explores AI’s transformative potential in HR and cross-cultural communication, addressing challenges in today’s turbulent market while maintaining a focus on technological advancements.

ServiceNow's bold $3 billion acquisition of Moveworks aims to enhance its AI capabilities amid a backdrop of market turmoil. Cryptocurrency faces challenges with Bitcoin and Ethereum plummeting due to regulatory pressures and economic instability. Geopolitical tensions are stirring the tech landscape, especially regarding TikTok's U.S. business negotiations. The potential of AI in transforming user experiences in social commerce is also a hot topic, as businesses navigate the balance between automation and authentic human influence.

Bloomberg's Caroline Hyde and Jackie Davalos speak with White House AI and Crypto Czar David Sacks as President Trump signs an executive order for a Bitcoin reserve. And, Broadcom shares rise as the company shows AI spending strength. Plus, a conversation with HPE CEO Antonio Neri as the company sees weaker profits for the year.See omnystudio.com/listener for privacy information.

Jordan Klein, Managing Director and TMT Sector Specialist at Mizuho, dives into the turbulent tech market shaped by AI advancements and selloffs. He discusses how Chinese AI competition is reshaping global stock dynamics, particularly in the semiconductor sector. The impending meeting between President Trump and tech executives could significantly alter the CHIPS Act and U.S. manufacturing strategies. Klein also highlights the challenges facing women in tech and the shifting landscape of innovation in defense spending.

Bloomberg's Caroline Hyde and Jackie Davalos discuss a potential CHIPS Act reversal as President Trump calls the program "horrible". And, we take a look at how President Trump's tariffs are impacting the global tech sector. Plus, a startup that aims to bring back extinct species makes a breakthrough with a "Woolly Mouse".See omnystudio.com/listener for privacy information.