Matt Miller

speaker

2,275 appearances 66 recordings 6 series first heard Oct 2024 last heard 10 Sep

Matt Miller’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 63 in all, peaking in Aug 2026 with 17.

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Bloomberg Tech · Nvidia Invests $2 Billion in Marvell, Deepens Partnership · 31 Mar 2026 podcast

It's stunning, and here comes an activist investor saying, look, we believe in the business, but here are some changes that we think that Snap can make to sort of have its second act.

They're looking for a comeback here, and they believe that with the right moves, maybe shutting down the specs wearable business, that's one thing they're calling for, that Snap could turn itself around.

The business is still operating?

So the company had announced earlier this year they're separating it into a stand-alone entity, but we're waiting for the glasses to come out later this year.

All right, tough to go up against Meta with that business as well.

Thank you so much, Leanna Baker, on that.

Let's get to the NeoCloud story now because CoreWeave has raised another $8 billion.

$8.5 billion to expand its cloud capacity as the debt binge fueling the AI boom continues.

Shares of Corweave climbing on the news.

The loan is backed by a combination of semiconductors and a customer contract to use those chips.

Bloomberg reported last month that the deal was with Meta.

Let's get more details with our markets reporter, Bailey Lipschultz.

So, Bailey, what do we know about this stock and its incredible borrowing performance?

Yeah, Matt, this is probably the most debated stock on Wall Street, maybe behind Tesla.

And when you look at kind of that debt binge, they have been clearly tapping every avenue or venue that they can.

And they really, according to the company, this is the largest chip backed product in terms of borrowing.

So when you put this into an SPV, you're using, again, to your point, about $8.5 billion of borrowing power.

That is going to go into funding and building out the operations, as you mentioned, backed by that Meta contract.

So this is a company that, if you talk to the bulls, they're being very novel with different ways to fund these build-outs and fund these operations.

If you talk to some of the skeptics, this is just another move to borrow money and use the name of Meta to help back that up.

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