Bloomberg’s Ed Ludlow breaks down what's behind the chip stock rally, with the sector heading toward its best quarter ever. Plus, Taiwan raids the offices of Super Micro as part of an investigation into the alleged smuggling of Nvidia chips into China. And, how a billion-dollar misunderstanding has left Korean investors empty-handed in the blockbuster SpaceX IPO.

Bloomberg&rsquo;s Ed Ludlow breaks down what's behind the chip stock rally, with the sector heading toward its best quarter ever. Plus, Taiwan raids the offices of Super Micro as part of an investigation into the alleged smuggling of Nvidia chips into China. And, how a billion-dollar misunderstanding has left Korean investors empty-handed in the blockbuster SpaceX IPO.

Listen for news and analysis on global technology companies and investors. 

Ed Ludlow brings you the only daily news program focused exclusively on technology, innovation and the future of business.

Listen for news and analysis on global technology companies and investors.&nbsp; Ed Ludlow brings you the only daily news program focused exclusively on technology, innovation and the future of business.

Bloomberg Technology is the only daily news program focused exclusively on technology, innovation and the future of business.

Bloomberg Tech

 Chip Stocks on Track for Best Quarter Ever

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0a38affb-fee7-4101-baff-b479015ccdf0/transcript

Oh, the things you can find with an inquisitive mind – and a metal detector.

Today we’re bringing you Chapter 1 of Our Town, a limited-run series from The Big Take, hosted by Meribah Knight with Bloomberg’s Susan Berfield. The series tells the story of a battle over identity fought on small town soil, where acreage, heritage, and what it means to be an American are all up for grabs. 

The limited-run series will publish on Fridays in The Big Take. We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer.

Hosted by Meribah Knight with Susan Berfield  Produced by: Rebecca Laks with Julia Weaver and David Fox and help from Laura Newcombe Edited by: Ken Armstrong with Rebecca Laks Original Score and Mixing by: Alex Sugiura Fact-checking by: Annika Robbins Executive Producer: Nicole Beemsterboer 

Oh, the things you can find with an inquisitive mind &ndash; and a metal detector. Today we&rsquo;re bringing you Chapter 1 of Our Town, a limited-run series from The Big Take, hosted by Meribah Knight with Bloomberg&rsquo;s Susan Berfield. The series tells the story of a battle over identity fought on small town soil, where acreage, heritage, and what it means to be an American are all up for grabs.&nbsp;
The limited-run series will publish on Fridays in&nbsp;The Big Take.&nbsp;We have a special Bloomberg subscription offer for podcast listeners at <a href="https://www.bloomberg.com/subscriptions/podcasts">Bloomberg.com/podcastoffer.</a>
Hosted by Meribah Knight with Susan Berfield&nbsp; Produced by: Rebecca Laks with Julia Weaver and David Fox and help from Laura Newcombe Edited by: Ken Armstrong with Rebecca Laks Original Score and Mixing by: Alex Sugiura Fact-checking by: Annika Robbins Executive Producer: Nicole Beemsterboer&nbsp;

BONUS SERIES: Our Town Chapter 1  |  Sometimes You Find Silver

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0a2a4d6d-3c5e-4ee7-98d2-b4cf00a09801/transcript

Bloomberg’s Tim Stenovec breaks down Anthropic's $11.6 billion contract with Akamai for AI computing power - the largest deal in Akamai's history. Plus, President Trump calls his meeting with his Chinese counterpart Xi Jinping "very productive" with little to show for it; and Microsoft steps back from the race to build a personal chatbot by merging the consumer and workplace versions of its Copilot AI assistant into one instead.

Bloomberg&rsquo;s Tim Stenovec breaks down Anthropic's $11.6 billion contract with Akamai for AI computing power - the largest deal in Akamai's history. Plus, President Trump calls his meeting with his Chinese counterpart Xi Jinping "very productive" with little to show for it; and Microsoft steps back from the race to build a personal chatbot by merging the consumer and workplace versions of its Copilot AI assistant into one instead.

Anthropic’s AI Spending Surges as Microsoft Rethinks Copilot

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/434e5b3f-1d14-4d26-8616-b4d00111b339/transcript

Bloomberg’s Ed Ludlow breaks down Oracle's latest move to protect itself from mounting costs on a massive New Mexico data center facing regulatory setbacks and local opposition. Plus, Meta comes out with a new palm-sized device for using its popular new AI assistant, Muse; and all eyes are on President Trump and China's Xi Jinping as they meet in the White House and discuss AI.

Bloomberg&rsquo;s Ed Ludlow breaks down Oracle's latest move to protect itself from mounting costs on a massive New Mexico data center facing regulatory setbacks and local opposition. Plus, Meta comes out with a new palm-sized device for using its popular new AI assistant, Muse; and all eyes are on President Trump and China's Xi Jinping as they meet in the White House and discuss AI.

Oracle’s Data Center Challenge as Trump, Xi Talk AI

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7f21ffd1-a353-4c5e-9086-b4cf011284f3/transcript

Chip Stocks on Track for Best Quarter Ever

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