Wall Street Bets on If, When AI Bubble Will Pop

Bloomberg’s Caroline Hyde discusses AI anxiety bubbling during the last full trading week of 2025. Plus, ServiceNow closes in on a deal to buy cybersecurity startup Armis for as much as $7 billion, while Intel eyes AI startup SambaNova Systems. And shares of Italian football club Juventus jump afte…

Broadcom Follows Oracle in Disappointing AI-Focused Investors

Bloomberg’s Ed Ludlow and Caroline Hyde break down Broadcom's plunge after the company's sales outlook failed to meet investors' lofty expectations. Plus, China eyes the largest ever state-backed incentives for its pivotal chip sector, and White House AI Czar David Sacks joins to weigh in on Presid…

Oracle Slides by Most Since January on Mounting AI Spending

Oracle falls after reporting a jump in spending on AI data centers and other equipment. Plus, Disney agrees to invest $1 billion in OpenAI and license characters for use on the Sora generative video platform, and the CEO of chip-design software maker Synopsys joins to break down the company's earni…

SpaceX Said to Pursue 2026 IPO

Bloomberg’s Ed Ludlow discusses how SpaceX is targeting an IPO next year, with the goal of raising far beyond $30 billion, the most in history. Plus, Meta makes a pivot on open-source models, and Nvidia pushes back on reports that DeepSeek smuggled thousands of banned Blackwell chips into China.

Nvidia Wins US Approval to Sell H200 Chips to China

Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s decision to allow Nvidia to ship its H200 AI chip to China, in exchange for a 25% surcharge. Plus, the battle for Warner Bros. heats up, as antitrust concerns swirl around both Netflix’s and Paramount Skydance’s offers. And Microsoft…

Paramount Makes Hostile Bid for Warner Bros. Discovery

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Paramount Skydance’s $30 per share bid for Warner Bros. Discovery that comes just days after the company agreed to a deal with Netflix. Plus, President Trump wants to limit state-level AI regulation with an executive order aiming for "one rule" on art…

Targeting IgA Nephropathy (Sponsored Content)

Rachel Benton is a loving mother to an adorable 2-year-old boy named Stetson. Stetson doesn’t know it, but he may have already saved his mom’s life. A routine medical checkup, that Rachel only had because she was pregnant, showed protein in her urine. That discovery led to a biopsy and ultimately a…

Netflix to Buy Warner Bros. in $72 Billion Cash, Stock Deal

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Netflix’s agreement to buy Warner Bros. Discovery after it completes the planned spinoff of its cable channels. Plus, the European Union Ambassador to the US responds to criticism of the $140 million fine the bloc has levied on Elon Musk’s social medi…

Meta Stock Surges on Plans for Metaverse Cuts

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Meta’s plan to cut resources for building its metaverse, the virtual world that Mark Zuckerberg once framed as the future of the company. Plus, Nvidia CEO Jensen Huang says he’s not sure China would accept more powerful AI chips - even if the US relax…

Tech Left Behind in S&P 500’s Latest Rebound

Bloomberg’s Caroline Hyde digs into anxieties and losses coming from the Magnificent 7 as big tech stocks lag the wider market. Plus, Okta CEO Todd McKinnon discusses the software maker’s earnings as the company boosts its full year profit forecast. And TikTok plans to invest more than $37 billion …