Bloomberg Tech

The Nasdaq 100 experiences its worst quarter in years, raising alarm about an AI bubble. Former FCC Chairman Tom Wheeler discusses the implications of Trump-era tariffs on tech profits. Rivian's CEO announces a spinoff focused on electric vehicles for short trips, tapping into the micromobility trend. The podcast also investigates Tesla's challenges in a competitive EV market, particularly in China, and the evolving role of tech in European security dynamics.

The looming tariffs from President Trump are set to shake up major tech firms like Tesla and Nvidia, sparking concerns in the Nasdaq. Elon Musk grapples with the repercussions of his DOGE activities on Tesla's stock. Meanwhile, SpaceX gears up for a revolutionary mission navigating Earth's polar regions. As geopolitical tensions rise, the podcast delves into the impact on global supply chains, especially in semiconductors. There's also a focus on the surprising surge in AI funding, amid critiques of venture capital practices.

Discover the latest insights on stock market winners and losers, featuring companies that are making headlines. Explore innovative tools that enhance developer productivity and mental health support. Dive into strategies where emerging market trends meet entrepreneurial empowerment, helping turn ideas into industry leaders. Stay updated with real-time analysis on what's shaping the markets today!

CoreWeave's IPO is a hot topic, spotlighting investor skepticism and market dynamics amid AI's rapid growth. Key players discuss how Nvidia's influence shaped this debut. There's a fascinating dive into the rising valuations of AI startups, showcasing how unconventional investment strategies are reshaping the landscape. Regulatory impacts and trade policies also come into play, revealing challenges for tech adoption. Plus, early-stage investors share insights on supporting bold entrepreneurial ideas, stressing the importance of believing in innovation.

The impact of President Trump's 25% tariff is reshaping the auto industry, giving Tesla and Rivian an edge over foreign competitors. Luminar's CEO discusses a game-changing tech deal with Caterpillar, expanding into the industrial automation market. Meanwhile, the crypto world buzzes with excitement as progress accelerates, contrasting the past four years. The potential nomination of Paul Atkins as SEC chair raises questions about the future balance between crypto growth and regulation.

The discussion dives into the recent dip in Mag 7 stocks amid tariff concerns, sparking worry in the tech sector. Exclusive insights from CEOs of Anthropic and Databricks reveal a partnership aimed at leveraging Claude AI for enterprise benefits. Additionally, new data hints at expected sales growth for X, as advertisers respond to Elon Musk's political influence. The podcast explores the competitive landscape of tech innovations, including the rise of generative AI and implications for the advertising market.

Bailey Lipschitz, a key strategist at ARK Invest, shares insights on Tesla's valuation amid falling sales in Europe, while Morningstar's Seth Goldstein analyzes the electric vehicle market's shifts. They discuss the fierce competition from companies like BYD and the potential for growth despite market challenges. The duo also explores how geopolitical tensions influence tech investments and the evolving landscape of AI and semiconductor regulations, hinting at upcoming opportunities in the sector.

Hari Ravichandran, CEO of Aura, discusses groundbreaking AI tools aimed at enhancing youth mental health and online safety. Jeffrey Katzenberg, Managing Partner at WndrCo, shares insights on the media's role in these developments. Guillaume Faury, CEO of Airbus, talks about ambitions for sustainable aviation fuel and the industry's path to carbon neutrality by 2050. The conversation also touches on BYD's surge in electric vehicle sales, eclipsing Tesla, and the evolving landscape of parenting in the digital age.

A group of young women confronts the unsettling reality of manipulated images being used against them on a porn site. They unite with global investigators and hackers to combat the surge of AI-powered deepfakes. The discussion reveals how technology, once seen as a tool for the American dream, has led to significant privacy violations and new challenges in a digital landscape fraught with danger. Their fight for justice highlights the urgent need for awareness and action in an increasingly complex cyber world.

Nancy Curtin, Global Chief Investment Officer at Alti Teedman, shares insights on the recent dips in Nvidia and Tesla’s stock prices, discussing the tech market's challenges and investment opportunities. Meanwhile, former President Trump announces Boeing’s contract for the next-gen F-47 fighter jet, highlighting innovations in military technology. The conversation also touches on a crypto billionaire's ambitious plan to build the first commercial space station, merging technology with space exploration.