Bloomberg's Caroline Hyde and Jackie Davalos discuss Arm's conservative forecast with CEO Rene Haas. And, a conversation with Vanguard CEO Salim Ramji as the company announces reduced fees. Plus, Roblox shares sell off as the company sees users and engagements slide.

Oracle, OpenAI End Plans to Expand Flagship Data Center
43:44

US Considers Permits for Global Nvidia, AMD AI Chip Sales
43:47

Broadcom Expects AI Chips Sales to Top $100 Billion in 2027
43:35