Bloomberg’s Ed Ludlow breaks down Samsung's quarterly profit that surged on memory demand, and why it still wasn't enough for investors. Plus, Amazon is back in the bond market, looking to raise at least $25 billion to fund spending on AI infrastructure; and SpaceX joins the Nasdaq 100 Index as sell-side coverage of Elon Musk's company kicks off.

Nvidia's AI Push, Paramount's Merger Pause & China's AI Race
39:26

The AI Race, Starship and Silicon Valley's Defense Bet
43:52

China's Moonshot, Netflix's Slump & Greylock's $1.5B Bet
44:03