Steph McGovern

The delays are said to be throttling the supply of much-needed broadband in underserved countries.

Now coming up, Ramp CEO Eric Gleiman joins us to talk about the startup's latest funding round as its valuation jumps again.

This is Bloomberg Tech.

Welcome back to Bloomberg Tech.

Let's check in on these markets.

It's a big week.

It's our Super Bowl.

It is Nvidia earnings coming on Wednesday.

But we're just languishing just flat on the day as we build up to that all-important macro event, let's call it.

We're off by about a tenth of a percent as people try to dissect what we're going to hear from key jobs reports as well, what we're actually going to get in terms of data, the Fed.

But at the moment...

Stocks retreating, bonds dollar rising a little bit.

Let's move on to the individual stocks that I want you to keep an eye on, though, because Alphabet higher, 4% higher.

It's really sustaining some of the Nasdaq today in large part because Berkshire Hathaway has been a buyer.

A huge amount, almost $5 billion worth of Alphabet shares stocked up by Berkshire Hathaway as we got in the 13F filings.

Meanwhile, though, Nvidia, we learned from 13F filings coming from Peter Thiel, his macro fund.

completely sold out of his position.

It's only $100 million worth, not $5.8 billion that we'd seen SoftBank have flowed the previous week.

Nevertheless, people are either making the most of the share price rise, booking in profits, or allocating to different types of AI trade.

We're seeing Dell off by 6%.