Bloomberg's Ed Ludlow and Caroline Hyde discuss Muddy Waters founder Carson Block's bullish stance on US equities. Plus, Disney gives an update on their C-Suite plans as James Gorman is set to join as Chairman, and Taiwan's chips enthusiasm, a conversation with Premiere Cho Jung-tai on their manufacturing and trade future.

Micron Warns of Heavy Spending Amid Memory Crunch
36:52

Nvidia Says It’s Getting Orders From China
43:10

Nvidia Forecasts $1 Trillion in Revenue Through 2027
40:55