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.

Markets Brace for Microsoft and Meta Earnings
44:06

AI Trade Stumbles as Chip Stocks Slide
44:06

AI Industry’s Circular Financing Deals, Apple Smart Glasses
44:17