Bloomberg’s Ed Ludlow breaks down Intel's decision to tap the market for $15 billion in fresh capital, betting renewed AI enthusiasm can help fund its push into chips and physical AI. Plus, Apple gets a rare downgrade from Jefferies on concerns about its iPhone roadmap, and Microsoft explains how AI agents are already transforming the way software gets built.

Jobs, AI and Tech Earnings
44:09

Alphabet's Bond Sale Signals AI Confidence
46:45

SpaceX, Uber and the Future of Mobility
44:12