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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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Bloomberg Technology

Artemis II Safely Returns to Earth After Historic Moon Mission

NASA’s Artemis crew of four astronauts returned to Earth and splashed down in the Pacific Ocean, capping humanity’s first return to the moon in more than 50 years. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:  …

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NASA’s Artemis crew of four astronauts returned to Earth and splashed down in the Pacific Ocean, capping humanity’s first return to the moon in more than 50 years.
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Why Officials Are Worried About Mythos, Anthropic’s New AI

The advent of Mythos and AI models like it that can exploit well-hidden flaws in software points to a faster-moving, less predictable phase of the cyber arms race. Here’s what to know Original filename: Anthropic_threat_FINAL.mp4 ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with…

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The advent of Mythos and AI models like it that can exploit well-hidden flaws in software points to a faster-moving, less predictable phase of the cyber arms race. Here’s what to know

Original filename: Anthropic_threat_FINAL.mp4
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Medicare Navigation Startup Raises $100 Million

Startup Chapter has closed a $100 million Series E to grow its Medicare navigation platform. Chapter CEO Cobi Blumenfeld-Gantz and one of its investors Ross Fubini, managing partner of XYZ Ventures, join Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full…

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Startup Chapter has closed a $100 million Series E to grow its Medicare navigation platform. Chapter CEO Cobi Blumenfeld-Gantz and one of its investors Ross Fubini, managing partner of XYZ Ventures, join Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
——–
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