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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
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“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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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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Amazon’s Ring unit debuted a flying home security drone more than six years after first announcing the product, marking the brand’s belated entrance into the robotics segment. Chris Welch got an early look at the device that ships in January
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Google Cloud is launching Gemini for Health Care, an AI platform designed to connect fragmented information across hospitals, insurers and other health systems while reducing administrative work. Aashima Gupta, Global Leader of Healthcare at Google Cloud, discusses how Gemini can connect medical records, clinical guidelines and business systems, and how Google is building privacy, security and HIPAA compliance into the platform. She joins Riley Griffin on “Bloomberg Tech.”
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The controversy surrounding Nvidia CEO Jensen Huang is raising broader national security questions in Washington, from the potential exposure of sensitive information to concerns over the company’s dealings in China. Foundation for American Innovation senior fellow Ryan Fedasiuk discusses the questions he believes an independent investigation should examine and why the episode could add momentum to bipartisan efforts to tighten controls on the flow of advanced US chips to China. He joins Riley Griffin on “Bloomberg Tech.”
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