Nvidia ($NVDA) podcast mentions
Per Ticker.id: 1024 Nvidia ($NVDA) mentions across 54 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-15.
All right, John, thank you. Let's stick with AI here. Giant Anthropic has told prospective investors its third quarter revenue hit $16.8 billion as it pushes ahead with plans to go public. The company says it achieved profitability in the quarter on an adjusted basis. Jensen Huang, the CEO of Nvidia, whose chips power Anthropic models, talked about Anthropic's upcoming IPO in an exclusive discussion with Bloomberg's Emily Chang.
Karen Moscow · Bloomberg News Now · Zelenskyy Defies US, Trump Says Leakers 'Should Be Shot', More · 2026-10-15And Nvidia CEO Jensen Huang speaking with Bloomberg's Emily Chang. Anthropic is set to formally market its IPO as soon as the week of November 9th. Time now for the Bloomberg Sports Update, and we bring in John Stashauer.
Karen Moscow · Bloomberg News Now · Zelenskyy Defies US, Trump Says Leakers 'Should Be Shot', More · 2026-10-15Separately, a report by Gartner on Wednesday predicted that 80% of neo-clouds will cease independent operations by 2030 if AI infrastructure spending continues at its current pace. What's more is that one venture capitalist posted a piece on X on Tuesday afternoon that claimed that CoreWeave's unsecured debt due in 2032 was trading at less than 80 cents on the dollar and its bond yield reached 15%. This prompted the CEO of Tesla and SpaceX to post, "Yikes." CoreWeave has raised more than $35 billion this year through chip-backed loans, high-yield bonds, convertible bonds, and share sales. Its debt and lease obligations totaled about $52 billion at the end of June. Apple crossed the $5 trillion market value milestone on Wednesday. The company is now the second to do so, joining Nvidia on its way up.
Julie Morgan · Wall Street Breakfast · CoreWeave CEO defends the math · 2026-10-15All right, John, thank you. Well, AI giant Anthropic has told prospective investors its third quarter revenue hit $16.8 billion as it pushes ahead with plans to go public. The company says it achieved profitability in the quarter on an adjusted basis. Jensen Huang, the CEO of Nvidia, whose chips power Anthropic models, talked about Anthropic's upcoming IPO in an exclusive discussion with Bloomberg's Emily Chang.
Karen Moscow · Bloomberg News Now · Zelenskyy Defies Trump, Stocks Slide on AI Rout, More · 2026-10-15NVIDIA CEO Jensen Huang speaking with Bloomberg's Emily Chang. Anthropic is set to formally market its IPO as soon as the week of November 9th. Time now for the Bloomberg Sports Update, and we bring in John Stashauer.
Karen Moscow · Bloomberg News Now · Zelenskyy Defies Trump, Stocks Slide on AI Rout, More · 2026-10-15Yeah, there you go. Okay, now here's a key thing. So I'm looking at, let's say, NVIDIA, an NVIDIA PERP that trades on Hyperliquid, and I believe it is issued by an entity called Trade XYZ.
Joe Weisenthal · Odd Lots · Jeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid · 2026-10-15So let's bring in who is Trade XYZ and how do they get in a position where they can issue an NVIDIA PERP? Like, walk through like how this emerged on Hyperliquid.
Joe Weisenthal · Odd Lots · Jeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid · 2026-10-15Okay, well then just to finish the question about how the, uh, Hynix or the Nvidia PERP got there. So, okay, Trade XYZ, they're a deployer, they accumulate the hype so that they're allowed to deploy. How do they get the right or the ability to actually, okay, issue the Nvidia PERP or the Hynix PERP?
Joe Weisenthal · Odd Lots · Jeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid · 2026-10-15And yeah, but like, okay, like I'm good. Let's— because some companies have like you know, single stock ETFs, et cetera. They are responsible for this instrument maintaining a price to, uh, some underlying thing. In the case of ETF, there's usually a basket of conversion, et cetera. But like, the thing I'm still trying to understand is like, can 10 people issue an Nvidia PERP? Like, how do they get this particular slot in the thing as opposed to someone else?
Joe Weisenthal · Odd Lots · Jeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid · 2026-10-15Yeah, that's a good question. It's, I think this is also a misconception about, a few there. Um, the first of all, like we actually don't run these things. Um, the foundation runs some validators, but ultimately it's currently the set of validators is 30-something and the top 27 of them by stake at any moment in time operate the network. The specifications for running a node are actually very minimal, which I think is quite cool and counterintuitive. Like, I remember a validator at some point, I think tweeted something and was like, wow, my mind is blown. I just realized that on this machine, this like very, this kind of humble rudimentary machine that anyone can procure, there's no 3-year line or exclusive contract needed with NVIDIA or anything like that. Like anyone can procure one of these, it's basically consumer hardware. You can run the global financial system on it.
Jeff Yan · Odd Lots · Jeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid · 2026-10-15Now there's already Nvidia perps, there's already SK Hynix perps. For us to have a successful thing, part of our strategy is like, well, what's going to be the next big thing such that maybe like, you know, Central Asian ETFs, like the Kazakhstan index is— we think it's going to be hot.
Joe Weisenthal · Odd Lots · Jeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid · 2026-10-15Anthropic has told prospective investors its third quarter revenue hit $16.8 billion as it pushes ahead with plans to go public. The company behind Claude said it achieved profitability in the quarter on an adjusted basis. Jensen Huang, the CEO of Nvidia, whose chips power Anthropic and OpenAI's models, has given his view on Anthropic's upcoming IPO, speaking exclusively to Bloomberg.
Stephen Carroll · Bloomberg News Now · AI Stock Rout, Zelenskyy Defies Trump, More · 2026-10-15That was Nvidia's Jensen Huang, as Anthropic is set to begin formally marketing its IPO as soon as the week of November 9th.
Stephen Carroll · Bloomberg News Now · AI Stock Rout, Zelenskyy Defies Trump, More · 2026-10-15So if you like our show, please head to vote.signalaward.com, cast your ballots for us in each of these 3 categories: best video podcast, Best Daily Podcast and Best Money and Finance Podcast. We'll leave a link in the description to make it easy for you. Thank you so much. Okay, what else is happening? AI cloud company CoreWeave might be on its last legs. On Tuesday, the yield on one of its bonds touched 15%, reaching a new record high. Those bonds come due in 2032. Then the stock tanked on fears that the company wouldn't be able to pay back its massive amounts of debt. Yesterday, it closed down 6%. 16%. CoreWeave brought down other AI infrastructure companies as well, including Oracle, Nebius, Broadcom, Nvidia, TSMC, and Micron, all of which ended the day in the red. The stakes are quite high for CoreWeave.
Ed Elson · Prof G Markets · CoreWeave Is Imploding — And Taking AI Stocks Down With It · 2026-10-15Yeah, I guess the question is, it sounds like you believe that this isn't just a CoreWeave problem. This is, this is a systemic problem. This is true of, I mean, does it go beyond the neoclouds? Do you think this is true of Oracle as well? I mean, Nvidia was down a little bit, you know, 3 or 4%. I mean, their balance sheet I think is a lot more healthy than a lot of these companies. But who do you consider to be in the red zone?
Ed Elson · Prof G Markets · CoreWeave Is Imploding — And Taking AI Stocks Down With It · 2026-10-15