WEBVTT - Single Best Idea with Tom Keene: Gil Luria & Caroline Hyde

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<v Speaker 1>Bloomberg Audio Studios, podcasts, radio news.

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<v Speaker 2>The single best idea. We'll be quick here. The news

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<v Speaker 2>flow this morning is absolutely extraordinary. With mister Trump embtting

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<v Speaker 2>tariffs in for the State of the Union on March fourth,

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<v Speaker 2>that really has moved the markets. Some real gyrations don't

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<v Speaker 2>know what to make of it other than a selloff.

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<v Speaker 2>Just in the last ten minutes, I'm watching the ten

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<v Speaker 2>year inflation adjusted yield. It's been two point zero zero

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<v Speaker 2>to two point two zero percent, and it's come down

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<v Speaker 2>now and broken through two percent. We're even down to

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<v Speaker 2>one point eight nine percent. A lot of our guests,

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<v Speaker 2>Ian Lincoln, I'll mention with demo capital markets looking for

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<v Speaker 2>that to really give way. Of course, the news yesterday

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<v Speaker 2>it was all technology AI if you will, Gil Lurias

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<v Speaker 2>with Da Davidson of the Midwest with a really holistic look,

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<v Speaker 2>a nice mix of buys and neutrals. Giloria on the

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<v Speaker 2>state of Nvidia.

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<v Speaker 3>There's better things to do, so if we're to look,

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<v Speaker 3>last night was a great view of what the AI

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<v Speaker 3>trade is right and video was the AI trade a

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<v Speaker 3>couple of years ago. In last year, salesforce is not

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<v Speaker 3>quite ready for AI. Snowflake was a fantastic report. Infrastructure

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<v Speaker 3>software is incredibly important for companies to be able to

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<v Speaker 3>run AI applications. They need to get their data ready,

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<v Speaker 3>and Snowflake is leading the way in terms of doing that.

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<v Speaker 3>They have the main analytical database, the leading product, and

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<v Speaker 3>so companies are using them to put all the data

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<v Speaker 3>in one place so they can even start building AI applications.

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<v Speaker 3>That's why Snowflake did well. That's why we like infrastructure

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<v Speaker 3>software companies like Snowflake, Data Dog, Dina Trace, JFrog. We

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<v Speaker 3>like half the companies. We just prefer them over the

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<v Speaker 3>other half.

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<v Speaker 2>Guileria Da Davidson is well. Speaking of a conversation on

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<v Speaker 2>technology in our studios today, Amazon's leadership, mister Jesse in

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<v Speaker 2>a conversation with Caroline Hide of Bloomberg Technology. We talked

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<v Speaker 2>to Caroline Hide and had to migrate to the press

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<v Speaker 2>conference today of the President and the Prime Minister. Here

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<v Speaker 2>Caroline Hide on Prime Minister Starmer, I.

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<v Speaker 4>Wonder if anything will be said about Elo Musk. You've

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<v Speaker 4>got to remember the absolute chaos that the focus of

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<v Speaker 4>Elon Musk on Kistalmer and his government has driven across

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<v Speaker 4>the entire nation. They are not buying his cars they have,

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<v Speaker 4>like they're starting to see this real pushback, and I

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<v Speaker 4>wonder whether Kistam will start to speak to If we're

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<v Speaker 4>going to have US UK relations, please let them be

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<v Speaker 4>between Trump and Starmer rather than Elon and Starmer.

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<v Speaker 2>And we'll have coverage again today for those of you

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<v Speaker 2>get in this podcast early and your commute across the nation.

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<v Speaker 2>Don't forget tomorrow. Key inflation numbers at eight thirty. We're

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<v Speaker 2>out on YouTube. Thanks to our podcast team for a

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<v Speaker 2>terrific article on YouTube. I learned a lot and Neil

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<v Speaker 2>McMahon and all looking at billions of I don't believe it,

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<v Speaker 2>Like billions of people are doing YouTube podcasts, which is

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<v Speaker 2>very cool. Subscribe to YouTube, you subscribe to Bloomberg podcasts,

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<v Speaker 2>and we're out on YouTube podcasts at single best idea