Gil Luria, head of technology research at D.A. Davidson, reacts to CoreWeave topping analysts' estimates for second-quarter sales after signing up more customers in a booming market, with sales more than doubling to $2.58 billion. He speaks on "Bloomberg The Close."
Rajesh Vashist, Chairman and CEO of SiTime, discussed the company's impressive triple-digit year-over-year revenue growth, attributing much of the acceleration to AI-driven demand and the expanding data center market. SiTime's technology plays a critical role in timing synchronization across various data center components, including TPUs, GPUs, switches, accelerator cards, optical modules, and cables, ensuring high performance and cost efficiency. He speaks with Romaine Bostick & Isabelle Lee on "The Close."
Gio Albertazzi, CEO of Vertiv, joined the program to discuss the company's recent earnings report. Unlike many AI-related companies that often beat revenue expectations but miss on profitability or margins, Vertiv reported the opposite: it beat on margins and profitability but missed on revenue. He speaks with Romaine Bostick & Isabelle Lee on "The Close."
CoreWeave (NASDAQ:CRWV) reported second-quarter 2026 revenue of $2.58 billion, more than doubling year over year, while revenue backlog reached approximately $104 billion.
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Isabelle Lee, Kristine Aquino and Tim Stenovec.
Super Micro Computer (NASDAQ:SMCI) reported fiscal fourth-quarter 2026 net sales of $11.1 billion, up about 91% from $5.8 billion a year earlier.
Ian Rogers, chief human agency officer at Ledger, joins Isabelle Lee and Tim Stenovec on "Bloomberg Crypto." The crypto community is reeling from a breach involving Coldcard wallets made by Coinkite. Rogers, who's company is a competitor of Coinkites, discusses how AI has made crypto hacks easier than ever.
Yoni Assia, co-founder and CEO of eToro, said that his company bought brokerage TradeZero to expand their presence in the United States and not have to build it from the ground up. Assia said that he sees a 'huge untapped market' in the United States for eToro products that have found success in Europe.
Bloomberg's Nicola White joins Isabelle Lee and Tim Stenovec on "Bloomberg Crypto." A virtually unknown fintech that catapulted into the headlines and cracked a $1 billion market value after signing a deal with the Trump family's crypto platform last year has sold its core business for about $12 million.
Marc Short, chairman of Advancing American Freedom and former chief of staff to Vice President Mike Pence, said that the alternative Democrats are offering to voters tired of the Republican party is also not what Americans are looking for. Short said that Democratic Socialist candidates winning Democrat primaries gives Republicans the opportunity to craft a narrative about how 'crazy' the Democratic Party has become.
Becca Amilee Rubenfeld, COO & co-founder at AnchorWatch, joins Isabelle Lee and Tim Stenovec on "Bloomberg Crypto." They discuss AI's role in the recent cold wallet Bitcoin hack, and a recent Chinese AI model that became available two weeks ago, which might be connected to the hack. AnchorWatch is a Bitcoin custody and insurance company.
Matt Hougan, CIO of Bitwise Asset Management, joins Isabelle Lee and Tim Stenovec on "Bloomberg Crypto." The Coldcard wallet hack may strengthen the case for spot Bitcoin ETFs by undermining confidence in self-custody among investors.
