• Nvidia Buyer Megaspeed Faces Smuggling Probe
    Dec 23 2025

    Bloomberg’s Caroline Hyde discusses ServiceNow’s plan to buy cybersecurity startup Armis for $7.75 billion, its largest acquisition to date. Plus, Nvidia's biggest buyer in Southeast Asia, Megaspeed, faces a chip-smuggling probe. And it was supposed to be crypto’s big year, but some of the sector's billionaires have been hit hard by recent price drops.

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    43 mins
  • Larry Ellison Guarantees Paramount’s Bid for WBD
    Dec 22 2025

    Bloomberg’s Caroline Hyde discusses Larry Ellison’s personal guarantee to back Paramount Skydance’s bid for Warner Bros. Discovery. Plus, Google agrees to buy power provider Intersect Power for $4.75 billion, as the tech giant makes a push to grow its data center presence. And New York Gov. Kathy Hochul signs a bill regulating advanced artificial intelligence into law.

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    44 mins
  • TikTok Says Its Reached a US-Majority Ownership Deal
    Dec 19 2025

    Bloomberg’s Caroline Hyde discusses the plans for a US-majority-owned TikTok. Plus, former TikTok boss Kevin Mayer shares his thoughts on that deal and the broader media landscape. And Oracle shares rise as the company plays into some of the year's biggest deals.

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    40 mins
  • Micron’s Rosy Memory Outlook Lifts AI Hopes
    Dec 18 2025

    Bloomberg’s Caroline Hyde discusses Micron’s earnings as tech stocks rally on the back of a positive AI outlook. Plus, with private tech valuations soaring, the lines between public and private markets continue to blur. And Blue Origin’s New Shepard NS-37 remains on the ground.

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    48 mins
  • Investors Question Oracle’s Data Center Financing
    Dec 17 2025

    Bloomberg’s Caroline Hyde discusses questions surrounding Oracle’s data-center financing. Plus, OpenAI is in talks to raise $10 billion from Amazon and plans to use its Trainium chip in a challenge to Nvidia. And Waymo is in talks to raise more than $15 billion at a valuation that could exceed $100 billion.

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    44 mins
  • Databricks Raises $4 Billion, TikTok Finds Its Shopping Stride
    Dec 16 2025

    Bloomberg’s Caroline Hyde discusses Databricks’ latest $4 billion Series L funding round at a $134 billion valuation. Plus, Jacob Helberg, Under Secretary of State for Economic Affairs and founder of the Hill and Valley Forum, discusses US efforts to secure its silicon supply chain. And TikTok starts to hit its stride with livestream shopping in the US.

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    44 mins
  • Wall Street Bets on If, When AI Bubble Will Pop
    Dec 15 2025

    Bloomberg’s Caroline Hyde discusses AI anxiety bubbling during the last full trading week of 2025. Plus, ServiceNow closes in on a deal to buy cybersecurity startup Armis for as much as $7 billion, while Intel eyes AI startup SambaNova Systems. And shares of Italian football club Juventus jump after a bid from stablecoin firm Tether is rejected.

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    42 mins
  • Broadcom Follows Oracle in Disappointing AI-Focused Investors
    Dec 12 2025

    Bloomberg’s Ed Ludlow and Caroline Hyde break down Broadcom's plunge after the company's sales outlook failed to meet investors' lofty expectations. Plus, China eyes the largest ever state-backed incentives for its pivotal chip sector, and White House AI Czar David Sacks joins to weigh in on President Trump's executive order aimed at limiting state-level regulation of AI.

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    44 mins