Broadcom-VMware Deal and Adobe's Outlook

Bloomberg's Caroline Hyde and Mike Shepard discuss ASML's record surge as it sees sustained AI demand. And, Microsoft and OpenAI are investigating whether OpenAI code was obtained in an unauthorized w...

29 Jan 202542min

Bloomberg's Caroline Hyde and Mike Shepard discuss the ripple effect of DeepSeek's AI turmoil as the tech sector and markets digest the implications of cheaper and more accessible AI. And, we speak wi...

28 Jan 202542min

Bloomberg's Caroline Hyde and Mike Shepard discuss the deep market rout as China's AI startup DeepSeek roils the global tech sector, causing a more than half a trillion dollar plunge for Nvidia. And, ...

27 Jan 202542min

In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, r...

27 Jan 20258min

Bloomberg's Caroline Hyde and Mike Shepard discuss Meta's capex boost as CEO Mark Zuckerberg plans up to $65 billion in AI investments. And, global chip stocks pull back as Texas Instruments' outlook ...

24 Jan 202531min

Elon Musk and OpenAI's Sam Altman clash publicly over President Trump's "Stargate" AI infrastructure program, with Musk doubting that the companies involved have the funding. Bloomberg's Max Chafkin j...

23 Jan 20256min

Navrina Singh, CEO of AI governance platform Credo AI breaks down President Trump's AI infrastructure initiative as he unveils the "Stargate" program to fast track the US as an AI superpower. She join...

22 Jan 20257min

Bloomberg's Caroline Hyde and Mike Shepard discuss big tech's prominence during President Trump's inauguration. And, TikTok gets a reprieve as President Trump extends its services for 75 days. Plus, w...

21 Jan 202545min