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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.
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Episode sebelumnya
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962 - Broadcom Follows Oracle in Disappointing AI-Focused InvestorsFri, 12 Dec 2025
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961 - Oracle Slides by Most Since January on Mounting AI SpendingThu, 11 Dec 2025
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960 - SpaceX Said to Pursue 2026 IPOWed, 10 Dec 2025
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959 - Nvidia Wins US Approval to Sell H200 Chips to ChinaTue, 09 Dec 2025
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958 - Paramount Makes Hostile Bid for Warner Bros. DiscoveryTue, 09 Dec 2025
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957 - Targeting IgA Nephropathy (Sponsored Content)Sun, 07 Dec 2025
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956 - Netflix to Buy Warner Bros. in $72 Billion Cash, Stock DealFri, 05 Dec 2025
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955 - Meta Stock Surges on Plans for Metaverse CutsFri, 05 Dec 2025
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954 - Tech Left Behind in S&P 500’s Latest ReboundWed, 03 Dec 2025
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953 - Amazon Debuts New AI Chips and Models at AWSTue, 02 Dec 2025
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952 - Nvidia Buys $2 Billion of Chip Software Maker Synopsys StockMon, 01 Dec 2025
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951 - Dell Raises AI Server Sales Outlook While HP Cuts JobsWed, 26 Nov 2025
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950 - Nvidia Shares Fall on Reports of Google CompetitionTue, 25 Nov 2025
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949 - Big Tech’s AI Debt Is Raising Investors’ EyebrowsMon, 24 Nov 2025
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948 - Special Episode: Here's Why AI Costs Still Worry InvestorsSat, 22 Nov 2025
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947 - AI, Crypto Anxiety Creates Volatile Week for MarketsFri, 21 Nov 2025
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946 - Nvidia’s Forecast Lifts AI TradeThu, 20 Nov 2025
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945 - Bloomberg Tech Special: Nvidia CEO Jensen Huang on Upbeat ForecastThu, 20 Nov 2025
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943 - All Eyes on Nvidia Ahead of EarningsWed, 19 Nov 2025
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942 - Microsoft, Nvidia Commit $15 Billion to OpenAI RivalTue, 18 Nov 2025
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941 - Theil’s Hedge Funds Sells Entire Nvidia StakeMon, 17 Nov 2025
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940 - AI Funding Frenzy Continues with Cursor, Thinking MachinesFri, 14 Nov 2025
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939 - Cisco Shares Nears Dot-Com HighsThu, 13 Nov 2025
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938 - Anthropic to Spend $50 Billion Building US Data CentersWed, 12 Nov 2025
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937 - CoreWeave Tumbles on Data Center DelayTue, 11 Nov 2025
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936 - Tech Stocks Rally on Hope US Shutdown Nears EndMon, 10 Nov 2025
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935 - AI Backstop Debate, Musk’s $1 Trillion Pay PackageFri, 07 Nov 2025
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934 - Qualcomm Earnings, Musk $1 Trillion Pay VoteThu, 06 Nov 2025
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933 - New York Tech Sector Prepares for Mayor-Elect MamdaniWed, 05 Nov 2025
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932 - Investors Question AI ValuationsTue, 04 Nov 2025
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931 - Amazon, OpenAI Strike $38 Billion Nvidia Chip DealMon, 03 Nov 2025
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930 - Amazon Shares Soar on Cloud GrowthFri, 31 Oct 2025
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929 - Tech Earnings Show Heavy AI Spending ContinuingThu, 30 Oct 2025
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928 - Nvidia Becomes First $5 Trillion Firm, Lifted by AI BoomWed, 29 Oct 2025
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927 - OpenAI’s For-Profit Path ClearedTue, 28 Oct 2025
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926 - Qualcomm Takes Aim at Nvidia with New ChipsMon, 27 Oct 2025
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925 - Intel Earnings Signal Possible ComebackFri, 24 Oct 2025
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923 - Tesla Costs Undermine Record EV SalesThu, 23 Oct 2025
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921 - Anthropic, Google Discuss Multibillion-Dollar Cloud DealWed, 22 Oct 2025
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919 - OpenAI Targets Banking, Warner Bros. Considers Sales OptionsTue, 21 Oct 2025
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918 - AWS Races to Address Widespread OutageMon, 20 Oct 2025
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917 - Introducing: The Mishal Husain ShowSat, 18 Oct 2025
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916 - Trump Talks US-China Trade, Crypto Billions VanishFri, 17 Oct 2025
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915 - TSMC Beats Expectations, Raises Revenue OutlookThu, 16 Oct 2025
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914 - ASML Earnings Signal AI Demand Holding StrongWed, 15 Oct 2025
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913 - US-China Trade Tensions GrowTue, 14 Oct 2025
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912 - OpenAI, Broadcom Ink 10-Gigawatt Chip DealMon, 13 Oct 2025
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911 - Bloomberg Tech Screentime SpecialSat, 11 Oct 2025
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910 - Defense Tech SpecialSat, 11 Oct 2025
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909 - Musk’s xAI Expands Fundraise to $20 BillionWed, 08 Oct 2025
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