▶ 1:14 · $NVDA · Reinicke: Nvidia snaps 7-day losing streak, investors rotating to memory stocks as growth decelerates

episode briefing

Nvidia Earnings, Apple’s AI Macs and OpenAI’s Chip Push | Bloomberg Tech 8/25/2026

2026-08-25 · 10 company · 10 thematic

sentiment

5 bull0 bear5 neu

speakers

CTO of AMD, leading chip design using thousands of AI sub-agents; sees agentic AI driving 1:1 CPU:GPU ratio and transforming end-to-end workflows.

gautam narang

Gautam Narang leads Gatik, an autonomous trucking company, discussing its partnership with PepsiCo and expansion plans.

richard ho

Richard Ho is the Vice President of Hardware at OpenAI, overseeing the design of custom AI chips like Jalapeno.

noam schwartz

Noam Schwartz is the CEO of Alice, an AI safety startup focused on preventing model misuse and ensuring AI alignment.

sara araghi

Senior VP and portfolio manager leading Franklin Templeton's venture fund; investor in Anthropic and other AI infrastructure companies.

carmen reinicke

Carmen Reinicke reports breaking news and market updates on Bloomberg Tech.

quote

“SEEING A NICE REBOUND TODAY, LEADING THE S&P 500 HIGHER IN TERMS OF POINTS, LEADING THE MAG SEVEN, LEADING OTHER CHIP STOCKS HIGHER. ... WHAT WE ARE SEEING OR I AM HEARING FROM INVESTORS IS SOME OF THAT IS BECAUSE THIS TYPE OF GROWTH IS EX…”

—carmen reinicke

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