>> "BLOOMBERG TECH" IS LIVE FROM THE HEART OF SILICON VALLEY, WITH ED LUDLOW IN SAN FRANCISCO. ED: THIS IS "BLOOMBERG TECH." TECH STOCKS HIGHER POSITIVE RESULTS FROM COREWEAVE AND SUPER MICRO SHOWING THE BOOMING MARKET CONTINUES TO BOLSTER SALES. SILICON DATA WITH NEW FUNDING, PUTTING IT TO WORK ON BUILDING INDEPENDENT BENCHMARKS FOR AI COMPUTE.THE CEO JOINS US THIS HOUR. INVESTORS ARE BETTING AND AI MUSIC STARTUP CAN BE THE NEXT SPOTIFY, BUT IT HAS CONCERNS OF THEFT AND AI SLOP TO CONTEND WITH. WE WILL DIS ...

We recently reported that President Trump had fundraised an unprecedented $800 million during his second term. We wanted to know what does that fundraising look like and which companies were cutting checks. Trump's opinion about fundraising has dramatically shifted since 2015 when he first ran for president. >> Super PACs are a disaster. They're a scam. They cause dishonesty and you better get rid of them. Now in his second term, he's largely embraced and sought out large checks from corporate America. >> I ...

Bring in show music, please. >> Hi, I'm CNBC producer Katie Kramer. Today on Squawk Pod, everybody's talking about Nvidia's massive deal with Wall Street to shore up AI infrastructure, but what are the holes in the case.>> Everybody's propping up what is really the end of the era of hyperrowth. >> Ed Zitron of the Better Offline podcast has a bearish take. >> They basically pay people to rent back the GPUs that they sell them.They help raise the debt. They find the sites. It's vendor financing.>> Then the S ...

When we talk about infinity, what comes to our mind, universe, distant cosmos, especially when you are the fan of interstellar. I'm not sure whether you have seen that, but you know that's that's the world that he creates. But in my view, infinity starts right here.It's with everyone. Infinity is our ability to think beyond who we truly are and our ability to think beyond our own current reality. Infinity is also about thinking something that is not possible and we can achieve anything in our life.My name i ...

This is the latest zero-day released by security researcher Nightmare Eclipse, despite Microsoft publicly threatening to take legal action against them.https://t.co/htZE8ODIm2 ...

Welcome to Trader Talk. I'm Kenny Pulkar, your host. And today I am joined by Jared Blickery, who's the Yahoo Finance Markets and Data Editor, along with Michael Monahan, who is a partner and portfolio manager at Founder ETFs and the Founder 100 ETF, which I think is a fascinating product.So, we're going to talk about that. Actually, I want to kick that off and talk about that specifically because I think that's a great concept. So tell the audience a little bit what you mean by the founder 100.>> With the ...

We may never achieve a utopia, but it is worthy and worth it to attempt. Everything that's awesome in my life is kind of a cult. We had to go over to the Windows team.They wouldn't reply to our emails. They wouldn't fix our bugs. And we had to go over there with a baseball bat.An org like Microsoft can't. >> Yes. >> But a startup can.Yes. >> And every startup must. >> Gary, so good to have you, brother.Thank you so much for joining us today. >> Thanks for having me. >> Amazing, dude.Well, we're going to cov ...

Technology & AI Sector - CoreWeave reported robust sales forecasts and order books driven by surging demand for AI compute infrastructure, with 23% of its costs allocated to Nvidia chips and 80% of its revenues derived from major hyperscalers Microsoft, Meta, and Alphabet [4][5] - Tencent posted a net income of 56 billion yuan, falling slightly short of estimates, while revenue slightly beat expectations amid a broader consumption slump in China [59][60][61] - The sovereign wealth fund of South Korea estimated next year's technology and innovation investments to range from 600 billion South Korean won on the lower end to over 1 trillion South Korean won on the higher end, targeting Series B companies rather than large conglomerates like Samsung and SK [40][43][44] Macroeconomics & Energy - Crude oil prices climbed for a sixth consecutive day amid ongoing skepticism over restoring energy flows through the Strait of Hormuz, with crude up about 12% for the week [12][52][54] - Goldman Sachs projected total U.S. equity issuance to reach approximately 1.1 trillion dollars in 2026, representing about 1.7% of total market capitalization [32][33] - The U.S. labor market generated an average of only 20,000 jobs per month over a recent three-month period, with wages growing at an annualized pace of just 2.3% [22] - S&P 500 companies tracked approximately 50% earnings growth in the second quarter, and even excluding one-off gains, earnings grew by 31% [30] Commodities & Global Trade - Ukrainian strikes on Russian refineries and key Black Sea grain terminals disrupted exports, with Ukraine's agricultural exports in August down 75% compared to the same period last year [83][84] - Japan previously intervened in foreign exchange markets to the tune of about 150 billion dollars over recent years to support the yen [107]