Caroline Hyde

speaker

8,902 appearances 181 recordings 4 series first heard Aug 2025 last heard 12 Jun

Caroline Hyde’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 179 in all, peaking in Jan 2026 with 39.

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Bloomberg Tech · Investors Await Nvidia’s Earnings, Anthropic Loosens Safety Policy · 25 Feb 2026 podcast

There is a world where NVIDIA's earnings are too good, and we end up with the same result, which is anxiety about legacy sectors.

Do you kind of buy that argument?

Well, in terms of the day-to-day price movement with how investors are going to react to NVIDIA, I think that's anyone's call.

I do think there's a thread-the-needle type of environment where they have to be just right, this Goldilocks scenario.

But I think the real question is what can slow the disruption or the fear investors have around disruption and

Quite rightly, when the team met this morning, we were like, there are many other earnings going on at the same time.

And, you know, you reflect on this in your notes, right?

Earnings have been strong, generally speaking.

They've met expectations.

But in that environment, sometimes that still isn't enough.

What are you learning in aggregate in this earnings season for tech?

I think that's a signal of fundamental health.

I think we see that in technology as well.

I think we see that with the hyperscalers.

What I've been amazed by, or maybe not amazed by, but I think it's noteworthy, is that despite all the investor jitters around the massive spending that we're seeing, the companies are not slowing down.

Those jitters are not disrupting their plans.

In fact, they increase estimates significantly.

relative to analyst expectations for 2026 in terms of what they're going to spend on CapEx.

And so I think as much as we might have jitters around this, this AI train is continuing to steam forward.

Steaming forward, Marta, what we've seen a lot of steam on is kind of AI Duma or dystopia.

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