Ed Ludlow
๐ค SpeakerAppearances Over Time
Podcast Appearances
And we keep a close eye on the activity of both Thrive and A16Z and how it continues to foster some of these enormously valued companies here in the U.S.
Meanwhile, coming up, all eyes are on Broadcom, a publicly U.S.-traded company that has results after the bell.
We'll discuss that next.
This is Bloomberg Tech.
I'm Barry Ritholtz, inviting you to join me for the Masters in Business podcast.
Every week, we bring you fascinating conversations with the people who shape markets, investing, and business.
CEOs, fund managers, billionaires, Nobel laureates, traders, analysts, economists, everybody that affects what's going on in the market, whether you own stocks, bonds, real estate, commodities, crypto,
You really need to hear these conversations.
Sometimes it's behaviorists like Dick Thaler or Bob Schiller.
Sometimes it's fund managers like Peter Lynch, Bill Miller, Ray Dalio.
Sometimes it's authors, Michael Lewis, author of The Big Short and Moneyball.
Regardless of the conversation, these are the folks that move markets each week.
That's the Masters in Business podcast with me, Barry Ritholtz.
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We're still keeping an eye on tech earnings.
Next up being Broadcom after the closing bell.
Wall Street expecting the chip maker to report strong results, but based on recent trading patterns, that likely won't be enough to reverse the stock's months-long slump.
Let's get out to Bloomberg Tech Equity's reporter, Carmen Reinecke.
The expectation is they'll tell us more AI chip revenues from A6, but it will weigh on margins, right?
Because of the mix and it being lower margin against their software businesses.