Bloomberg’s Caroline Hyde discusses the fall in Mag 7 stocks as tariff worries loom. Plus, the CEOs of Anthropic and Databricks speak exclusively about a new partnership to bring Claude AI models to enterprise customers. And new data from EMARKETER projects Elon Musk’s X is on track to see sales growth, as advertisers react to Musk’s new political power.

Trump Wants Big Tech to Pay for Power
46:45

TSMC Forecast Lifts Peers on Robust AI Demand
43:37

US Eases Path for Nvidia to Sell H200s to China
44:16