Bloomberg’s Caroline Hyde discusses how investors are reacting to tariffs as the magnificent seven and other tech names drop. Mark Mahaney, Evercore ISI managing partner, explains the global impact tech firms could face in a trade war. And Sowmyanarayan Sampath, Verizon Consumer Group CEO, on how consumers could be hit by tariffs.

Nvidia Says It’s Getting Orders From China
43:10

Nvidia Forecasts $1 Trillion in Revenue Through 2027
40:55

Meta Expands AI Compute Deal, Nvidia GTC Kicks Off
43:38