>> "BLOOMBERG TECH," LIVE FROM COAST-TO-COAST, WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. CAROLINE: COMING UP, DISNEY SHARES SINKING AFTER GIVING A TEPID GROWTH OUTLOOK AS THE MARKET AWAITS NEWS ON WHO WILL BE THEIR NEW LEADER. ORACLE, RAISING MORE DEBT AS THEY LOOK TO RAISE OF 45 TO 50 BILLION IN BOND AND ASK AND CAPACITY.SOURCES SAY ELON MUSK IS AN ADVANCED TALKS TO COMBINE SPACEX WITH XAI. MORE DETAILS WITH A CHECK ON THE MARKETS AND IN CERTAIN AREAS, WE BREATHE THE SIGHS OF RELIEF AF ...

My colleagues have just been talking through some of the milestones for China's space development. You're involved in some of these Megaconstellation projects. Talk to us about the role Galaxy Space is playing in all this.Okay, so we got to see space. We are a Chinese commercial company. We are into satellites.So we have some key technologies satellites, communication satellites and remote sensing. So we do deliver some products. We also deliver satellites.So far, we have launched into the space for more th ...

How much are they leaning on public bond markets or indeed the rest of the debt system. So the best way to think about this is they are tapping all done markets. So we have obviously the typical on balance sheet corporate borrowing, which you see like with the Oracle deal today.That can be an investment grade bond, a high yield bond or a leveraged loan or even a private credit direct loan. But there's a lot of off balance sheet borrowing happening as well. I know that sounds a little bit scary when you firs ...

Going back to that rarer suggestion, is that positive. Do we need is supply chain a real headache for the businesses out there right now. Yeah, absolutely.You know, what we're seeing is a fundamental shift in how the U.S. has really been addressing supply chain resilience over the past few years and absolutely top of mind following the export control measures by China back in 2025. What in essence, we're doing is we're creating a strategic reserve of rare earth metals for the digital economy, which means th ...

>> "BLOOMBERG TECH" IS LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: "BLOOMBERG TECH THIS IS "BLOOMBERG TECH." PRESIDENT TRUMP PICKS KEVIN WARSH TO BE THE NEXT CHAIR OF THE FEDERAL RESERVE. WE WILL DISCUSS HOW TECH MARKETS ARE REACTING. CAROLINE: APPLE DELIVERS RECORD QUARTERLY SALES BUT THE RISING MEMORY PRICES IS WORRYING INVESTORS.ED: SPACEX IS CONSIDERING A MERGER WITH TESLA OR WITH XAI. WE WILL DISCUSS WHAT WE KNOW SO FAR. CAROLINE: LET'S DIG INTO WHAT THE ...

What we know. Two distinct proposed ideas scenarios, transactions. My understanding from from sources is that Space X investors are particularly pushing this idea of a combination with Tesla.Either way, highly unusual because we thought that Space X was on track for an IPO mid-year. What do we need to know. Well, they still may IPO this year.It's you know, this seems to be a lot of ideas kicking around at the corporate table. It's certainly faster to do a combination between an existing public company than ...

You know, we've said throughout my career at least Apple is the master of managing the bottom line. But in this environment, with tight supply and pricing, if memory chips such that it is, there's a limit, it seems, to what Apple can do. What was your interpretation of that.So I think this fixation on memory costs is the wrong question for Apple, because it just go back to your basic economics, you know, theory of comparative advantage. Apple has had the best tasting chain in the world for four years. They ...

In many ways this simple story, but, you know, it's a big raise. You can talk about what you need the funding for, but also just explain Vulkan forms. Is this just you being a factory.It is. It is indeed. Yeah.Vulkan Forms is an advanced metal product manufacturing company. And what we've done over the course for years is we've developed the highest power 3D printing additive system in the world. And then we've coupled that from a supply chain perspective and kind of minimize the distance.Metal atoms need t ...

Sources tell us that SpaceX and Tesla have considered some sort of merger between those two. And you see Tesla push higher in the after hours after we broke that story. They've also looked at a merger or combination between SpaceX X and x x.I my understanding is that there is a group of investors that are pushing very much on the Tesla idea, but nothing is final know. As as we all know, the background context is that SpaceX is making preparations for an IPO at some point in the middle of this year. So.So th ...

I'm hoping that also uh the Chinese government would uh allow uh Nvidia to sell in H200. So they have to decide and I'm looking forward to a to a favorable decision. Um I think that that H200 is uh very good for America technology leadership is also very good for the Chinese market and the customers would very much like to have H200 and so I'm looking forward to a good decision. I believe that the Chinese government is still deciding and we have not received purchase orders and we have not received uh infor ...