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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 179 in all, peaking in Jan 2026 with 39.
Appearances
Arm warns of some sluggishness in the smartphone industry, but shows AI data center growth is there to offset the slump.
We'll discuss with the CEO.
As Anthropic signs an agreement with Elon Musk's SpaceX to access computing resources from its competitor.
And we speak with the CEO of Hawkeye 360.
That says the satellite surveillance firm raises $416 million in its IPO.
But first, we check in on these.
Markets that on the tech side of the equation managed to sustain the rally.
We're at a new record high.
We're up for a third straight day, but importantly, we're up on the week, and that's a sixth straight week of gains.
Haven't seen that in a couple of weeks, in a couple of years, in fact, on the Nasdaq 100.
We're still seeing that optimism around AI.
We, of course, have the clouds of geopolitics, and in many ways, we are somewhat concerned about whether or not a peace deal will be moving forward with Iran and the United States.
So otherwise traders taking perhaps a little bit more cautious tone on other benchmarks.
But tech drives higher.
And let's look at how the earnings continue to flow through.
Look, I'm focusing in on ARM.
It's having a rough day.
We're off by some 8%.
But build into the context that this is a stock that has rallied hard so far this year on optimism of AGI CPU, on optimism of applications in the AI data center, but also there is still, of course, the royalties.
The licenses that go towards smartphones.
Showing 1041–1060 of 8,902 · page 53 of 446
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