Bloomberg’s Ed Ludlow takes a look at SK Hynix's oversubscribed US listing, priming the Korean memory maker for the biggest ever foreign first-time-share-sale in America. Plus, Micron boosts its spending on new American plants to $250 billion to meet surging memory demand; and Meta unveils its latest AI model, pricing it aggressively and talking up its agentic capabilities versus Google's Gemini.

Nvidia's AI Push, Paramount's Merger Pause & China's AI Race
39:26

The AI Race, Starship and Silicon Valley's Defense Bet
43:52

China's Moonshot, Netflix's Slump & Greylock's $1.5B Bet
44:03