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Nvidia Buyer Megaspeed Faces Smuggling Probe | Bloomberg Tech 12/23/2025

Bloomberg’s Caroline Hyde discusses ServiceNow’s plan to buy cybersecurity startup Armis for $7.75 billion, its largest acquisition to date. Plus, Nvidia’s biggest buyer in Southeast Asia, Megaspeed, faces a chip-smuggling probe. And it was supposed to be crypto’s big year, but some of the sector’s billionaires have been hit hard by recent price drops. Chapters:…

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Bloomberg’s Caroline Hyde discusses ServiceNow’s plan to buy cybersecurity startup Armis for $7.75 billion, its largest acquisition to date. Plus, Nvidia’s biggest buyer in Southeast Asia, Megaspeed, faces a chip-smuggling probe. And it was supposed to be crypto’s big year, but some of the sector’s billionaires have been hit hard by recent price drops.

Chapters:
00:00:00 – Bloomberg Tech
00:01:31 – ServiceNow To Buy Cyber Startup Armis For $7.75B
00:04:33 – Nvidia Buyer In Singapore Faces Smuggling Probe
00:08:40 – US Chides China on Chips But Keeps Tariffs at Zero
00:12:01 – Ellison Bet on Paramount May Reshape His Wealth
00:14:26 – Yales Scot Morton on Paramount Bid For Warner Bros.
00:16:17 – Yales Scot Morton on Netflix Bid For Warner Bros.
00:18:51 – Stillmark Killeen’s 2026 Crypto Outlook
00:24:03 – AI Data Center Gold Rush Attracts New Players
00:26:33 – Oxman: AI Will Power The US Economy
00:34:48 – Dimon on AI Impact
00:38:46 – Fatal Crashes Raise Concerns About Tesla Door Design
00:41:10 – Tesla Engineers Warned Musk on Doors
——–
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Fiona Yang, Invesco Fund Manager for Asia ex-Japan Equities, says the AI trade isn’t over but parts of the market have become stretched. She discussed the market dynamics around the tech trade with Bloomberg’s Haslinda Amin and Avril Hong on Insight. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest…

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Fiona Yang, Invesco Fund Manager for Asia ex-Japan Equities, says the AI trade isn’t over but parts of the market have become stretched. She discussed the market dynamics around the tech trade with Bloomberg’s Haslinda Amin and Avril Hong on Insight.
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Bloomberg Technology

Microsoft’s Xbox to Cut 3,200 Jobs, Divest Studios in Overhaul

Microsoft Corp.’s Xbox plans to eliminate 3,200 jobs, or around 20% of its staff over the next year, as part of a massive reorganization to spur growth in the struggling gaming division. Xbox will also divest four of its video-game development studios and is beginning the process to part ways with a fifth. “Our business today is not…

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Microsoft Corp.’s Xbox plans to eliminate 3,200 jobs, or around 20% of its staff over the next year, as part of a massive reorganization to spur growth in the struggling gaming division. Xbox will also divest four of its video-game development studios and is beginning the process to part ways with a fifth.
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Bloomberg Technology

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A selloff in chipmakers dragged down stocks on concerns over whether massive artificial-intelligence investments will justify lofty valuations. Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, discusses his S&P 500 call amid recent volatility. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and…

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A selloff in chipmakers dragged down stocks on concerns over whether massive artificial-intelligence investments will justify lofty valuations.
Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, discusses his S&P 500 call amid recent volatility.
——–
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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