Bloomberg’s Caroline Hyde and Ed Ludlow discuss the market sell-off as concerns about the Middle East conflict hit equities and bonds. Plus, they look at the math of military projectiles as the US uses costly missiles to combat cheap Iranian drones. And Coherent CEO Jim Anderson discusses Nvidia’s $2 billion investment in the photonics company.

US Considers Permits for Global Nvidia, AMD AI Chip Sales
43:47

Broadcom Expects AI Chips Sales to Top $100 Billion in 2027
43:35

Anthropic Nears $20B Run Rate, Apple to Sell $599 Laptop
46:34