Bloomberg's Caroline Hyde and Ed Ludlow break down chip design firm Arm's all-time surge after a bullish outlook on sales. Plus, Disney spikes as cost cutting benefits and international theme park strength boost the company's results.

AI Spending Ripples Across Tech Stack; Nvidia Acquires Hugging Face
43:52

Nvidia Nears $14B Hugging Face Deal
42:50

Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO
44:07