Bloomberg's Caroline Hyde and Ed Ludlow break down Micron's results sending shares falling as its forecast failed to meet the loftiest AI-driven expectations. Plus, SpaceX notches a $210 billion valuation in its latest tender off, and we go live to Santa Ana, CA as police raid a warehouse of suspected stolen merchandise bound for marketplaces like Amazon.

Anthropic Builds Its War Chest Ahead of IPO
43:13

AI Spending Ripples Across Tech Stack; Nvidia Acquires Hugging Face
43:52

Nvidia Nears $14B Hugging Face Deal
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