Caroline Hyde

Because customers get it, but the investor base have been questioning whether they'll take away your market share.

And how much are you having to invest in your own business?

I mean, the bullying case for many is you need to keep up with a furious pace of innovation.

Can you at this moment briefly?

This is Bloomberg Tech coming up.

All eyes on NVIDIA.

After the closing bell today, we'll discuss investor expectations and a lot more.

Plus, Anthropic loosens its central safety policy, once core to its mission, amid a growing dispute with the U.S.

Defense Department over guardrails.

And Sequoia partner Alfred Lin joins us with the CEO of his new portfolio company, Rose Spaces, Michael Manipat.

Later this hour.

From private markets, we go back to the public markets that get a little bit of a reprieve today.

And we're up more than a percentage point on the Nasdaq 100.

And this is as we anticipate Nvidia.

This is as we, of course, digest what was said at the State of the Union.

Rose tinted glasses is some of the viewpoint there.

Bitcoin, though, up more than 5%, having its best day since February the 6th.

What are you looking at?

I'm looking at Nvidia.

We are anticipating its earnings.