Ryan Vlastelica

Will Ahmed, Founder and CEO of Whoop, talks funding, product tiers, and medical sensing as Whoop scales toward an IPO. Ryan Vlastelica, Bloomberg equities reporter, covers Supermicro’s governance and investor fallout. They dive into Nvidia’s $2B move into photonics, large AI data‑center financing, and the ripple effects across chip makers and cloud builders.

Mark Gurman, Bloomberg’s Apple reporter who tracks product plans, and Ryan Vlastelica, Bloomberg equities analyst focused on tech-market moves. They explore why Apple has decoupled from Nasdaq shifts. They discuss the market’s AI scare trade, Apple’s hardware-first AI bets, missed AI investments, and what this means for investor timing and expectations.

Kathryn Judge, a constitutional law professor, explains the Supreme Court ruling curbing presidential tariff power. Ryan Vlastelica, an equities reporter, breaks down market reactions and AI-driven sector moves. Madison Muller, a health reporter, covers GLP-1 drug competition and pharma trial shakeups. They discuss legal limits, market volatility, and shifts in the obesity-treatment landscape in short, sharp segments.

Ryan Vlastelica, a Bloomberg writer with a focus on market trends, and Dan Ives, Managing Director at Wedbush Securities, dive into the ongoing trade tensions between the U.S. and China. They discuss the impact of these disputes on the tech industry, especially the struggles faced by Tesla as its sales plummet in France. The conversation shifts to how big tech firms are driving the recovery of the S&P 500. They explore the significance of AI advancements and the future prospects of companies like Tesla against the backdrop of evolving market dynamics.

Riley Griffin, a Bloomberg reporter focusing on Meta, shares insights on the ongoing FTC antitrust trial against the tech giant. Meanwhile, Ryan Vlastelica discusses streaming trends, particularly emphasizing Netflix as a safe-haven for investors. The podcast highlights Nvidia's challenges and Jensen Huang's China visit, while Archer Aviation unveils its innovative air taxi plans, promising to revolutionize urban mobility. Together, these topics provide a fascinating glimpse into the evolving tech landscape.