I spoke with @jvisserlabs this week on why the stock market keeps hitting all-time highs, the AI-driven semiconductor supercycle, why software is losing to chips and power names, where bitcoin fits into the macro picture, the rise of tokenization, and how to think about inflation and the Fed.Enjoy!YouTube: https://t.co/th03q6kDk4Apple: https://t.co/DeivddG32eSpotify: https://t.co/bhH46eIAz0TIMESTAMPS:0:00 - Intro0:53 - Why the stock market keeps hitting all-time highs4:37 - AI vs. software (who's winning & ...

But I do want to make sure people realize what you said is important. This is a completely different economy and we are in the very very early stages. I I mean it's year four of Chat GBT and all the first three years were about getting the IQ up.This is the agentic side. So digital employees are getting hired which means profit margins are going to stay at these levels and you guys need to be invested to some degree in the AI trade and not worry about this bubble. What's going on guys.Today we've got a very ...

Malcolm, you get the first shot at this. I mean, some suggest it's really not that complicated when thinking about what the road ahead is going to look like. Goldman's Ben Snyder says fundamentally we can expect continued earnings growth and that will continue to drive the equity market appreciation going forward.Is it that simple. >> I think so. You raised the question, should you buy in May as the opposite of the old adage, sell in May and go away, right.And I think it's a reasonable question. Historicall ...

JUST IN: 🇺🇸 US government says it is up $40,000,000,000 on its 10% ownership stake in Intel $INTC. https://t.co/dbiyKLhzr9 ...

Sandisk and Western Digital logged profits of $3.62 billion and $3.21 billion, respectively, as both companies benefited from efforts to scale up AI infrastructure. https://t.co/x68jhwOIl9 ...

South Korea’s exports continued to surge in April, led by semiconductor shipments, suggesting the trade-dependent economy remains resilient despite risks from the Middle East conflict. https://t.co/yMXvH0af1i ...

The data center. The data center. The data center.I mean, you're probably tempted to say enough already. It's the data center. Give me something else.So, on still one more day where the averages roared. The Dow jumping 790 points. S&P 500 advancing 1.02%.By the way, another new alltime high. And NASDAQ gaining 089% to also reach another record high. I got an idea.Why don't we take a look at some of the top performers in the S&P today. Not to the Sandis and the Western Digitals. I know you're sick of all tho ...

Qualcomm shares surged after the company said it was making headway in the lucrative data center market and teased a partnership with a large hyperscaler. Qualcomm CEO Cristiano Amon speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here: https://www.youtube.com/playlist?list=PLfAX ...

SHERY: THIS IS THE ASIA TRADE. I'M SHERY AHN IN TOKYO ALONGSIDE HAIDI STROUD-WATTS AND SYDNEY. THE TOP STORIES THIS HOUR.>>>> THIS IS MY LAST PRESS CONFERENCE AS CHAIR. I WANT TO CONGRATULATE KEVIN. I WON'T CONTINUE TO SERVE AS GOVERNOR FOR SOME TIME, TO BE DETERMINED. I PLAN TO KEEP A LOW PROFILE AS GOVERNOR.SHERY: A DIVIDED FED HOLDS RATES AS JAY POWELL BOWS OUT BUT STOCKS AND BONDS FALL WITH POLICY DIVISION DEEPENING AMID UNCERTAINTY AROUND THE IRAN WAR. THE YEN, SLIDING TO ITS WEAKEST SINCE 2024. ALPHAB ...

The extraordinary wealth generated from South Korean chipmakers will drive spending and inflation, spurring the nation’s central bank to raise interest rates at least three times over the coming year, according to Mirae Asset https://t.co/U4kYG0DJ9Q ...