Bloomberg

Sources · 9 moments

1. 1.
   Monetary Matters with Jack Farley · Too Much Compute: Why This Top Hedge Fund Manager Believes AI is Heading for a Massive Oversupply | David Orr

   David Orr · Nov 11 · Listen at 36:32 ↗

   “like the actual, like let's say, Let's just use annual reports for an example. Getting these was the easy part of the job before, but it was some small percent, a few percent of the job. But Bloomberg's old mode was that, you know, years an”

2. 2.
   Mad Money w/ Jim Cramer · NVIDIA Risk, Anthropic IPO Test, and Texas Roadhouse Rally

   Jim Cramer · Nov 10 · Listen at 15:48 ↗

   “Bloomberg reported the conversation shift to $1.4 to $1.5 trillion range. Okay, $1.4 to $1.5 trillion. Keep those numbers in mind, because then the election happened. And we had last Thursday's tech collapse. By the end of last week, even a”

3. 3.
   Halftime Report · More Tech Trouble Ahead? 11/6/26

   Pippa Stevens · Nov 6 · Listen at 38:06 ↗

   “There is a report from Bloomberg that Microsoft is potentially winding down an arrangement to rent AI computing capacity from Oracle. We did report separately in the last hour that Microsoft, from the sources we spoke to, is in the process”

4. 4.
   Motley Fool Hidden Gems Investing · Nvidia’s Key Man Problem

   Tyler Crowe · Nov 10 · Listen at 0:56 ↗

   “And as an investing show, we did want to think about the investing impact. But as the story has unraveled, it is starting to look like it is going to materially impact the investment thesis in NVIDIA. There has been more and more reporting”