Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC's third-quarter results, which beat expectations and provided a positive outlook buoyed by strong AI demand. Plus, China unveils export controls on its rare-earth supply chain, sparking a global pushback. And the head of Apple’s ChatGPT-like search effort leaves in another blow to the company’s AI ambitions.

Bonus: Netflix co-CEO Ted Sarandos Says Warner Deal to Put More Films in Cinemas
15:54

OpenAI Nears Deal for $100B in Funding
43:16

Meta to Deploy “Millions” of Nvidia Processors
42:33