Speaker 1: Bloomberg Audio Studios, podcasts, radio news.
Speaker 2: The single best idea. We'll be quick here. The news
Speaker 2: flow this morning is absolutely extraordinary. With mister Trump embtting
Speaker 2: tariffs in for the State of the Union on March fourth,
Speaker 2: that really has moved the markets. Some real gyrations don't
Speaker 2: know what to make of it other than a selloff.
Speaker 2: Just in the last ten minutes, I'm watching the ten
Speaker 2: year inflation adjusted yield. It's been two point zero zero
Speaker 2: to two point two zero percent, and it's come down
Speaker 2: now and broken through two percent. We're even down to
Speaker 2: one point eight nine percent. A lot of our guests,
Speaker 2: Ian Lincoln, I'll mention with demo capital markets looking for
Speaker 2: that to really give way. Of course, the news yesterday
Speaker 2: it was all technology AI if you will, Gil Lurias
Speaker 2: with Da Davidson of the Midwest with a really holistic look,
Speaker 2: a nice mix of buys and neutrals. Giloria on the
Speaker 2: state of Nvidia.
Speaker 3: There's better things to do, so if we're to look,
Speaker 3: last night was a great view of what the AI
Speaker 3: trade is right and video was the AI trade a
Speaker 3: couple of years ago. In last year, salesforce is not
Speaker 3: quite ready for AI. Snowflake was a fantastic report. Infrastructure
Speaker 3: software is incredibly important for companies to be able to
Speaker 3: run AI applications. They need to get their data ready,
Speaker 3: and Snowflake is leading the way in terms of doing that.
Speaker 3: They have the main analytical database, the leading product, and
Speaker 3: so companies are using them to put all the data
Speaker 3: in one place so they can even start building AI applications.
Speaker 3: That's why Snowflake did well. That's why we like infrastructure
Speaker 3: software companies like Snowflake, Data Dog, Dina Trace, JFrog. We
Speaker 3: like half the companies. We just prefer them over the
Speaker 3: other half.
Speaker 2: Guileria Da Davidson is well. Speaking of a conversation on
Speaker 2: technology in our studios today, Amazon's leadership, mister Jesse in
Speaker 2: a conversation with Caroline Hide of Bloomberg Technology. We talked
Speaker 2: to Caroline Hide and had to migrate to the press
Speaker 2: conference today of the President and the Prime Minister. Here
Speaker 2: Caroline Hide on Prime Minister Starmer, I.
Speaker 4: Wonder if anything will be said about Elo Musk. You've
Speaker 4: got to remember the absolute chaos that the focus of
Speaker 4: Elon Musk on Kistalmer and his government has driven across
Speaker 4: the entire nation. They are not buying his cars they have,
Speaker 4: like they're starting to see this real pushback, and I
Speaker 4: wonder whether Kistam will start to speak to If we're
Speaker 4: going to have US UK relations, please let them be
Speaker 4: between Trump and Starmer rather than Elon and Starmer.
Speaker 2: And we'll have coverage again today for those of you
Speaker 2: get in this podcast early and your commute across the nation.
Speaker 2: Don't forget tomorrow. Key inflation numbers at eight thirty. We're
Speaker 2: out on YouTube. Thanks to our podcast team for a
Speaker 2: terrific article on YouTube. I learned a lot and Neil
Speaker 2: McMahon and all looking at billions of I don't believe it,
Speaker 2: Like billions of people are doing YouTube podcasts, which is
Speaker 2: very cool. Subscribe to YouTube, you subscribe to Bloomberg podcasts,
Speaker 2: and we're out on YouTube podcasts at single best idea