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Steph McGovern

πŸ‘€ Speaker
2172 total appearances
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Podcast Appearances

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

Bloomberg Daybreak is your best way to get informed first thing in the morning, right in your podcast feed.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

Hi, I'm Karen Moscow.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

Listen to the Bloomberg Daybreak U.S.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

Edition podcast each morning for the stories that matter with the context you need.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Hello, I'm Steph McGovern.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Yeah, we do conversations for curious minds, no dry discussions here.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Yeah, recent guests include Dan Needle, Art Laffer, JP Morgan's Karen Ward and even the Chancellor herself.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

I think for now what we're seeing is that there's definitely some buyers have stepped in like as of today because we saw sort of, as you said, a little bit of stability in the market at the moment.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

But what we're struggling to figure out actually who's going to be the new buyers, right?

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

I think right now we have a lot of these like DAS or the digital treasury companies similar to Michael Saylor's

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

strategy that perhaps going to come out later this year or Q1 next year.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

I think they're expected to be the buyers of the market in the near future.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

It stomachs that volatility?

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

I think it is quite concerning in terms of what's going on in the altcoins, right?

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Because I think they're still struggling to find support after the October market crash in crypto.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Because some of the auto coins in the market crash went down to zero on some of the exchanges.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Can you imagine as a retail investor just holding a token all of a sudden went down to zero during this brief market crash, especially if you're holding leveraged positions, right?

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

I think people ultimately do figure out what are the fundamentals of these auto coins?

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Are the projects behind it generating any sort of revenue or they're just sort of created out of thin air or sort of like...

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

being meant as a joke, right?