Bloomberg's Caroline Hyde and Ed Ludlow take a look at what to expect from Tesla's deliveries report as analysts slash estimates with the quarter coming to a close. Plus, more momentum in the IPO market as Microsoft-backed Rubrik says it is ready to file for its initial public offering.

AI Spending Ripples Across Tech Stack; Nvidia Acquires Hugging Face
43:52

Nvidia Nears $14B Hugging Face Deal
42:50

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