Bloomberg Talks

Chris Miller Talks AI Demand, Chips

Chris Miller, professor at the Fletcher School at Tufts University and author of Chip War: The Fight for the World’s Most Critical Technology, speaks with Bloomberg's Carol Massar and Tim Stenovec on the changing landscape of the semiconductor industry amid AI, a global tech race and geopolitical tensions.See omnystudio.com/listener for privacy information.

Snowflake CEO Sridhar Ramaswamy Talks Earnings, AI Demand

Snowflake expects fiscal 2027 product revenue of $5.7 billion, above analysts’ average estimate of $5.5 billion compiled by LSEG, driven by rising AI demand. CEO Sridhar Ramaswamy said the company signed its largest deal ever, over $400 million, without naming the client. He speaks with Bloomberg's Ed Ludlow and Caroline Hyde. See omnystudio.com/listener for privacy information.

Wedbush's Dan Ives Talks Nvidia Earnings

Dan Ives, managing director at Wedbush Securities, breaks down fourth-quarter earnings from Nvidia as he raises his price target for the stock to $300. He speaks with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

FIS's Stephanie Ferris Talks Earnings, AI Risk

Fidelity National Information Services President & CEO Stephanie Ferris speaks on the company's latest earnings report plus how they're navigating a world where the payments world can get disrupted by AI. See omnystudio.com/listener for privacy information.

US Trade Rep. Greer Talks 15% Tariff, USMCA, EU Trade Deal

US Trade Representative Jamieson Greer says President Donald Trump will sign a supplemental proclamation to increase the tariff level to 15% “where appropriate,” as the US seeks “continuity” on tariffs. Greer also discusses expectations for the UK and European Union to honor their existing trade deals and the Trump administration wanting to fix gaps in the trade deal with Canada and Mexico.See omnystudio.com/listener for privacy information.