At what point does Intel become interesting as an investment opportunity when the government seems to be backing it so hard. Well, clearly the government is changing the game for Intel, but their challenges remain and there are challenges around the innovation side. Their design plus manufacturing has run into trouble over the past few years, so much so that they've lost a lot of market share to AMD and they failed to become a player in the AI advanced chips.No amount of government investment is going to ma ...

What was the structure of what they discussed. And what do we know about the status of those talks. Yeah, these are early talks.I would say there are still a few unknowns. There's no sense at this point what that investment could look like. There has definitely been some commentary this morning as people are sort of digesting this news.And you can see Intel shares are up some 12% or so since yesterday and today as they think about what this could mean for both companies, I think if you're intel in, you're l ...

Tik Tok has now been we're still waiting for all the details but we understand is being given seven board seats to Americans. There's a question of a licensing agreement. There's a question of some of the holders including the Murdochs or or Larry Ellison among others.What kind of precedent does that set for you as someone who is exposed to Chinese tech. Is this the new norm or is this an idiosyncratic story. I I think this is idiosyncratic.Uh I I think during our election uh President Trump promised uh tha ...

I'm here at Meta's headquarters in Silicon Valley, California with their new lineup of smart glasses or AI glasses as they call them. These are the new Oakley Vanguard, their first sport ccentric smart glasses. You have the camera in the middle uh which gives you a much better field of view for capture. You have improved features for recording like a slow motion mode in a time-lapse mode, better battery life.But the star of the show are actually these. These are the new display glasses from Meta, the Meta R ...

You're operating in a different level of of the curve, right. I think that's one way of putting it. But I do want to get your your reaction to that open air and video deal, because it's all of it that's happening in the market right now.Right. And thank you for having me. It's great to be back.It's both surprising and in scale, but not surprising that it's happening. Number one, I think we're undershooting or underestimating how much compute we need for not only training, but for inference that growth, that ...

How do you interpret and react to what Alibaba told us overnight. Hello, Adam. Caroline.Pleasure to be here. Thanks for receiving me. We are extremely excited about AI in China.I know there is so much geopolitical tension about who's going to win. This is not like a simple. We think this is going to change the awards in the next 1020 years substantially in the giants of China are investing substantially against that.I think that by doing a great work, but also Tencent is doing a great work, deep sea. It had ...

I don't think what I have to say is going to make much of a difference. If you like me, like me, if you don't, you don't. I have no illusions about changing anyone's mind.But I do want to make something clear because it's important to me as a human. And that is, you understand that it was never my intention to make light of the murder of a young man. I don't.Bloomberg's Hannah Miller, who covers Hollywood and entertainment, joins us now. Emotional at times, but also fighting talks that others, particularly ...

The market is starting to understand the HBM is absolutely critical to the infrastructure build that we've got, but still such a high bar for Micron. What is your reaction and interpretation of those numbers. I thought they were incredible because I had, you know, consensus estimates kind of in my mind whenever I was looking at this stock.Now, the other thing that is missing from this equation is it's run up tremendously in the recent past. So I think there is a little but maybe some of the traders that are ...

We start with the idea that Microsoft's becoming less and less dependent on open air adverts, vice versa. That's the big question for Microsoft, right. It's kind of stake its bets on the idea that open air will be its golden goose.These two companies have slowly moved apart from one another, and today we see Microsoft making a big partnership with the other kind of leading frontier model maker of anthropic, showing that, you know, they're they're testing the waters, they're looking around. They aren't as ba ...

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