John Tucker
speaker
1,314 appearances
127 recordings
1 series
first heard Jan 2026
last heard 2d ago
John Tucker’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 127 in all, peaking in Jan 2026 with 27.
Appearances
and two of the strongest forces pushing up the S&P 500 were Nvidia, up 2.4%, and Broadcom, up 3.3%, beneficiaries of all that CapEx spending.
But always lingering in the background, worries about whether all the huge spending on AI is going to produce enough profit to make the investments worth it.
Andrew Sliman at Morgan Stanley marvels at how investors seem to climb the wall of worry.
Andrew Slimit at Morgan Stanley.
And this morning, another beneficiary of all that spending on AI, Taiwan Semiconductor Manufacturing.
They report January sales grew at their fastest clip in months.
TSMC is the contract chip maker for NVIDIA.
They also make chips for Apple.
They are reporting a 37% rise in January revenue to $12.7 billion.
In New York, I'm John Tucker, Bloomberg Radio.
Bloomberg News Now · AI Capex Concerns Persist, Bitcoin Rebounds on Dip Buying, More · 6 Feb 2026
podcast
And Nate, it's not unlike the deep-seek sell-off of a year ago.
Investors have been spooked by developments on a couple of fronts.
The rollout of models from Anthropic that threaten to make software services redundant.
alongside the uh eye-watering spending plans of the biggest tech companies you guys were talking about the tech heavy nasdaq composite index now down three percent year to date and the risk off mood extended to bitcoin the selling picked up steam this week in line with the unwinding of leveraged bets and the broader market turbulence nobel laureate paul krugman on bloomberg business week daily said he sees a possible crisis of faith in crypto and
Sell-off briefly dragged Bitcoin to a more than 50% retreat from its October peak.
Just yesterday, investors pulled $434 million from U.S.
exchange-traded funds for Bitcoin.
Now, this morning, it is higher, above $65,000 a token, and stock futures are modestly higher.
I'm John Tucker, Bloomberg Radio.
The white metal wiping out a two-day recovery with investors looking for a bottom at this point.
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