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Broadcom Follows Oracle in Disappointing AI-Focused Investors | Bloomberg Tech 12/12/2025

Bloomberg’s Ed Ludlow and Caroline Hyde break down Broadcom’s plunge after the company’s sales outlook failed to meet investors’ lofty expectations. Plus, China eyes the largest ever state-backed incentives for its pivotal chip sector, and White House AI Czar David Sacks joins to weigh in on President Trump’s executive order aimed at limiting state-level regulation…

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Bloomberg’s Ed Ludlow and Caroline Hyde break down Broadcom’s plunge after the company’s sales outlook failed to meet investors’ lofty expectations. Plus, China eyes the largest ever state-backed incentives for its pivotal chip sector, and White House AI Czar David Sacks joins to weigh in on President Trump’s executive order aimed at limiting state-level regulation of AI.

Chapters:
00:00:00 – Intro
00:07:55 – China Plan May Set Record for Chipmaker Support
00:13:50 – Allspring Global Investments Senior Portfolio Manager Margie Patel
00:23:25 – Rivian Shares Rally After Thursday’s AI-Day Rout
00:34:29 – White House AI & Crypto Czar David Sacks
——–
“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

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7 Comments

7 Comments

  1. @donuxr6485

    December 12, 2025 at 7:01 pm

    Enjoy your break 🎉

  2. @willrose09

    December 12, 2025 at 7:38 pm

    Do taxpayers pay for those subsidies?

  3. @Ben-nk3ro

    December 12, 2025 at 10:57 pm

    Great coverage, enjoy following both of you for the latest in tech investing vs CNBC. Seems more to the point and less political bias. Well done.

  4. @AdnanaliMagan2025

    December 13, 2025 at 9:31 am

    Well actually but you should try to record it for you to be a good so you should try to carefully carefully your future that is good so iwant to start the job with you and your future that is good

  5. @MidsummerNightScream

    December 13, 2025 at 11:29 am

    classic gaslighting by david saks. Construction working being up is temporary work! After the construction is done, what are they doing to do?

  6. @otherZinc

    December 13, 2025 at 4:52 pm

    Misinformation by Bloomberg, yet again.

  7. @TakeWazaif

    December 14, 2025 at 4:10 pm

    I was legit at my lowest when I found Manifest the Divine by Elena River. Couldn’t focus, kept doubting myself, everything felt stuck. This book gave me direction again. Not in a magical way, but in a grounded, real way. It changed my energy completely. Things have been flowing ever since❤

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Bloomberg Technology

Musk’s Boring Co. Gets $23 Billion Valuation

Elon Musk’s Boring Co. secured $3 billion in fresh investment backed by the United Arab Emirates and affiliated entities, in a funding round valuing Elon Musk’s tunneling startup at $23 billion. Bloomberg’s Kiel Porter has the details and joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:  …

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Elon Musk’s Boring Co. secured $3 billion in fresh investment backed by the United Arab Emirates and affiliated entities, in a funding round valuing Elon Musk’s tunneling startup at $23 billion. Bloomberg’s Kiel Porter has the details and joins Ed Ludlow on “Bloomberg Tech.”
——–
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Bloomberg Technology

BofA: Apple’s Ternus Era Starts With Innovation, AI

Bank of America says John Ternus’s first major product launch as Apple CEO reinforced the company’s focus on product innovation, privacy and increasingly personalized AI. Wamsi Mohan, managing director and senior equity research analyst at Bank of America sees the new foldable iPhone Duo expanding Apple’s addressable market, while on-device AI and Private Cloud Compute…

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Bank of America says John Ternus’s first major product launch as Apple CEO reinforced the company’s focus on product innovation, privacy and increasingly personalized AI. Wamsi Mohan, managing director and senior equity research analyst at Bank of America sees the new foldable iPhone Duo expanding Apple’s addressable market, while on-device AI and Private Cloud Compute could make Siri more capable without sacrificing user privacy. He joins Ed Ludlow on “Bloomberg Tech.”Bank of America says John Ternus’s first major product launch as Apple CEO reinforced the company’s focus on product innovation, privacy and increasingly personalized AI. Wamsi Mohan, managing director and senior equity research analyst at Bank of America sees the new foldable iPhone Duo expanding Apple’s addressable market, while on-device AI and Private Cloud Compute could make Siri more capable without sacrificing user privacy. He joins Ed Ludlow on “Bloomberg Tech.”
——–
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Bloomberg Technology

Everything You Need to Know About Apple’s iPhone Duo

Bloomberg’s Ed Ludlow discusses Apple’s iPhone Duo with Bloomberg’s Mark Gurman, from its anticipated reception with consumers to what it means for Apple’s new era under CEO John Ternus. Plus, the AI chip race is moving to inference. And, Elon Musk’s Boring Co. reaches a $23 billion valuation. 00:00:00 – Bloomberg Tech Begins 00:01:05 –…

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Bloomberg’s Ed Ludlow discusses Apple’s iPhone Duo with Bloomberg’s Mark Gurman, from its anticipated reception with consumers to what it means for Apple’s new era under CEO John Ternus. Plus, the AI chip race is moving to inference. And, Elon Musk’s Boring Co. reaches a $23 billion valuation.

00:00:00 – Bloomberg Tech Begins
00:01:05 – Mark Gurman, Bloomberg News
00:06:30 – Saira Mailk, Nuveen
00:13:03 – Peter Elstrom, Bloomberg News
00:15:02 – Sid Sheth, D-Matrix
00:23:02 – Anurag Rana, Bloomberg Intelligence
00:26:04 – Wamsi Mohan, BofA Securities
00:33:48 – Mitesh Agrawal, Positron
00:41:34 – Kiel Porter, Bloomberg News
——–
“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

Like this video? Subscribe and turn on the notifications for Bloomberg Technology on YouTube:

Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

Get the latest in tech from Silicon Valley and around the world here:

Follow Ed Ludlow on Twitter here:
Follow Caroline Hyde on Twitter here:

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