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.

China's AI Push Meets Amazon's Cloud Surge
46:07

Amazon Soars, Apple Struggles, AI Faces New Scrutiny
45:58

AI Winners and Losers Emerge
45:14