Bloomberg’s Caroline Hyde discusses US plans to revoke waivers granted to Samsung and SK Hynix that authorized them to move some equipment from China without a license. Plus, Dell and Marvell shares fall after earnings disappointments. And US regulators are embracing the blockchain; SEC Commissioner Mark Uyeda discusses the agency’s crypto-friendly steps.

Trump Wants Big Tech to Pay for Power
46:45

TSMC Forecast Lifts Peers on Robust AI Demand
43:37

US Eases Path for Nvidia to Sell H200s to China
44:16