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Oracle falls after reporting a jump in spending on AI data centers and other equipment. Plus, Disney agrees to invest $1 billion in OpenAI and license...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in Nvidia shares as SoftBank sells its entire stake in the chipmaker to help bankroll its other...
Bloomberg’s Caroline Hyde discusses Amazon’s $38 billion deal to supply OpenAI with Nvidia chips, as the AI investment boom continues. Plus, Xiaomi’s pivot from smartphones to...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC’s third-quarter results, which beat expectations and provided a positive outlook buoyed by strong AI demand. Plus, China unveils...
Bloomberg’s Caroline Hyde breaks down ASML’s earnings as the AI boom continues to fuel demand for its cutting-edge chip-making machines. Plus, deals to develop data centers...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rise of Dell’s shares after the company nearly doubled its growth estimates for sales and profit through to...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss OpenAI becoming the largest startup after it closed a deal allowing current and former employees to sell shares at...
Microsoft has inked more than $33 billion in commitments to neocloud providers, including Nebius, CoreWeave, Nscale and Lambda. Bloomberg’s Brody Ford explains what’s behind this strategy...
Bloomberg’s Caroline Hyde and Ed Ludlow break down plans for investors to buy TikTok’s US operations at a potential valuation of $14 billion. Plus, they discuss...
Bloomberg’s Brody Ford discusses the role cloud company Oracle and other investors will play in TikTok US, if President Donald Trump’s deal for the US operations...
