US Pulls TSMC China Waiver, Tech Stocks Fall
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact of the US revoking TSMC’s authorization to freely ship essential chipmaking gear to its main Chinese base. Plus all the Magnificent 7 names t...
2 Sep 202544min
US to Revoke China Waivers for South Korean Chip Firms
Bloomberg’s Caroline Hyde discusses US plans to revoke waivers granted to Samsung and SK Hynix that authorized them to move some equipment from China without a license. Plus, Dell and Marvell shares f...
29 Aug 202542min
Nvidia Investors Digest Decelerating Growth Forecast
Bloomberg’s Caroline Hyde discusses how markets are reacting to Nvidia’s decelerating growth. Plus, the Nvidia CFO tells Bloomberg News that the company needs a codified plan before it can pay the Tru...
28 Aug 202543min
Nvidia Investors Wait for Signals of Growth in Earnings
Bloomberg’s Caroline Hyde discusses concerns about China and potential growth that investors will be watching when Nvidia releases its earnings after markets close. Plus, SpaceX's Starship hits a majo...
27 Aug 202542min
Trump Threatens Tech Tariffs in Digital Taxes Reprisal
Bloomberg’s Caroline Hyde discusses AT&T’s plans to buy EchoStar’s spectrum licenses for about $23 billion. Plus, President Trump is vowing tech curbs and tariffs on countries with digital services ta...
26 Aug 202544min
Elon Musk Sues Apple, US Takes Intel Stake
Bloomberg’s Caroline Hyde discusses the latest on Intel after President Donald Trump announced a 10% stake in the chipmaker. Plus, Elon Musk announces he's suing Apple and OpenAI, accusing the compani...
25 Aug 202542min
Thoma Bravo to Pay $12.3 Billion for Dayforce, Nasdaq Fall Continues
Bloomberg’s Caroline Hyde discusses concerns about AI valuations amid the Nasdaq 100's worst losing streak in five months. Plus, Thoma Bravo Managing Partner Holden Spaht discusses its planned acquisi...
21 Aug 202543min
Tech Sell Off Continues as Investors Question AI ROI
Bloomberg’s Caroline Hyde discusses the tech sell-off as shares fall for a second day. Plus Bank of America’s new Chief Technology and Information Officer talks about the bank’s use of AI as a new rep...
20 Aug 202542min
