Bloomberg’s Caroline Hyde discusses the AI trade as tech investors show optimism at the start of 2026. Plus Tesla's China factory shipments rise in December but still drop in 2025. And we preview CES as it kicks off in Las Vegas with the CEOs of Nvidia and AMD set to speak.

Tesla Deliveries Jump 25%
43:52

Meta to Build Cloud Business to Sell Excess AI Compute
43:07

Chip Stocks on Track for Best Quarter Ever
44:11