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 · Wall Street CEOs Summoned to Discuss Anthropic AI Risks · 10 Apr 2026 podcast

This is Bloomberg Tech.

Welcome back to Bloomberg Tech.

Let's check in on these markets because we're saying at all show it's a tale of two halves.

And as that 100 is showing with that hardware outperformance in particular at the moment, we're up four tenths percent.

In fact, we're up more than four percent on the week.

Now, even as we see consumer prices jump, that core level of inflation actually relatively tame.

So we've got some support for risk assets.

We've got planned peace talks throughout the weekend.

That is the macro perspective.

But then we're also thinking about the software sell-off.

We're up by 2.6 percent on the ETF that tracks software names.

Once again, tumult really ensuing from what the likes of anthropic status models, other developments really mean for this area.

Look at Palo Alto Networks.

Here's a company that's actually helping with the mythos trial.

When you think about glass project, in particular glass wing project, where they're testing with some 40 partners to be able to get ahead of any cyber risks, Palo Alto Networks is one of those.

But it's still up by 7%, worst day in two years as we worry about how software names are reconfigured in the age of AI.

CoreWeave, though, benefits on the hardware side.

We're up 12% because there is an absolute need for compute and infrastructure.

And today they announced that they're doing that for Anthropic.

Let's get to the CEO of CoreWeave now.

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