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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...
Disney is licensing iconic characters including Mickey Mouse and Cinderella to OpenAI for use on its artificial intelligence video platform and has agreed to take a...
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 Opinion Columnist Dave Lee says the US is giving up some of its AI advantage by letting Nvidia and AMD sell some AI chips to...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Micron’s earnings as its sales surge in its high-bandwidth memory business. Plus, Managing Director of Baird Ted Mortonson discusses...
Bloomberg’s Caroline Hyde and Ed Ludlow talk to OpenAI’s Global Policy President Chris Lehane about the company’s plans to build more international data centers. Plus, Kraken...
Bloomberg Opinion columnist Dave Lee says OpenAI’s $6.5 billion all-stock deal for Jony Ive’s devices startup is a play to topple iPhone dominance. Lee speaks with...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss markets’ continued volatility as investors race to react to global tariffs. Plus, Rhodium Group’s Reva Goujon explains why US...
Bloomberg Opinion’s Dave Lee says President Trump’s tariffs on China could hurt US efforts to dominate in the artificial intelligence race. Lee joins Caroline Hyde and...
