Bloomberg's Ed Ludlow and Caroline Hyde discuss Netflix as the company reported subscribers that beat analyst estimates. Plus, new data out from Counterpoint Research shows a jump in iPhone demand in China, and Tesla faces a US probe over its Full Self-Driving feature after a series of crashes.

Apple CEO Transition: Hardware, AI, China
38:38

Google to Release New AI Chips, Challenging Nvidia
43:51

Netflix Drops After Worse-Than-Expected Forecast; Hastings Exits
43:52