Bloomberg's Caroline Hyde and Ed Ludlow break down how inflation worries and rate hike bets cooling down mean for tech markets. Plus, tech executives look to meet with China's Xi at APEC in San Francisco, and Apple's largest assembler of iPhones warns of a sales drop as demand concerns linger in the smartphone market.

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