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.

Nvidia Nears $14B Hugging Face Deal
42:50

Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO
44:07

Nvidia Makes $3.5 Billion Bet on MediaTek
43:07