CoreWeave Earnings Triggers AI Boost

CoreWeave shares jumped after the company eased fears about its debt-laden business and signaled strong sales growth despite headwinds facing the data center boom. Bloomberg News Tech Reporter Brody Ford reacts to the earnings report. Plus, Anthropic’s initial public offering has drawn multiple times the orders for the shares available, according to people familiar with the matter. Bloomberg’s Bailey Lipschultz previews next weeks expected mega-IPO. Then, Bloomberg News AI Reporter Rachel Metz talks OpenAI’s quarterly revenue, which hit $10 billion for the first time, driven by strong demand for its latest artificial intelligence software. We also hear from Bloomberg Senior Editor for Tech & Strategic Industries Michael Shepard on federal investigations into Nvidia CEO Jensen Huang’s affair with an alleged spy. Finally, Bloomberg News Sustainability Editor Eric Roston breaks down how climate models missed on key predictions. Chapters: 00:00:00 Bloomberg Businessweek Daily 00:02:29 Tech Stocks & CoreWeave Surge 00:04:17 CoreWeave Earnings & AI Demand 00:08:12 Anthropic IPO Demand Soars 00:13:02 OpenAI Revenue & AI Growth 00:18:36 OpenAI vs. Anthropic 00:20:47 Jensen Huang Faces Congressional Scrutiny 00:23:02 Trump, AI & Silicon Valley 00:26:01 Nvidia, China & White House Accountability 00:31:34 Congress Weighs Jensen Huang Subpoena 00:34:03 COP31 & Climate Change 00:36:25 Climate Extremes & Economic Risks 00:38:55 China's Role in Climate Solutions 00:42:42 Markets & the AI Trade 00:43:46 Stock Movers: CoreWeave, Sonos & Six Flags -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts