Apple Inc (NASDAQ:AAPL) CEO Tim Cook sat in a classified CIA briefing in Silicon Valley in 2023 and was told China could move on Taiwan as early as 2027.He later told officials he now “slept with one eye open.”Prediction markets suggest he’s not the only one paying attention. A Polymarket contract asking “Will China invade Taiwan by end of 2026?” is priced at 10% with over $9 million in volume. A separate contract on a military clash between the two, which traders view as a precursor to full invasion, sits ...

Ian, I'm going to start with you. The basics of the deal, 6 gawatt overtime, AMD accelerators, but also other gear. It's a big deal for them.>> Yeah, it's a real endorsement from one of the biggest buyers of this kind of equipment. Obviously, they're playing catch-up with Nvidia who had their own deal with Meta last week. So, this is a real strong affirmation and it also includes a share warrants as well that are going to Meta.>> Riley, this is all about Meta Compute. talk us through just how large the scal ...

>> THIS IS BLOOMBERG TECH. COMING UP, META AGREES TO BUY DATA CENTER GEER. >> INVESTORS NAVIGATE THE DISRUPTIVE POWER OF AGENTIC TOOLS BEING UNVEILED BY ANTHROPIC.>> WARNER BROS. DISCOVERY IS CONSIDERING A NEW TAKEOVER BID FROM PARAMOUNT SKY DANCE WITH ITS PORTS SET TO REVIEW THE PROPOSAL AND RESPOND. >> FIRST, WE CHECK IN ON THESE MARKETS THAT BOUNCED BACK AFTER YESTERDAY'S SELLOFF.ANTHROPIC FRONT AND CENTER. THE LATEST AI TOOLS THAT HAVE BEEN BATTERING SOFTWARE ARE NOW ADDING FUEL TO THEM. WE WILL GET TO ...

Key Takeaways AMD and META have deepened their relationship with a fresh deal. There's been a big performance disparity between the two over the past year. The deal further reinforces META's lofty spending plans on its AI mission. Another AI-related headline involving a Mag 7 member has hit the headlines once again. But is anybody really surprised?AMD and Meta Build Deeper RelationshipThis time, it’s Advanced Micro Devices (AMD) and Meta Platforms (META) in the news, with the companies agreeing to a definit ...

Investors look for more clarity on tech shifts. ...

Apple Inc (NASDAQ:AAPL) CEO Tim Cook sat in a classified CIA briefing in Silicon Valley in 2023 and was told China could move on Taiwan as early as 2027. He later told officials he now “slept with one eye open.”He wasn’t alone. Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang and Advanced Micro Devices Inc (NASDAQ:AMD) CEO Lisa Su were in the room. The meeting, revealed Tuesday in a New York Times investigation, was arranged after then-Commerce Secretary Gina Raimondo grew frustrated that Silicon Valley wouldn’t ...

Core Insights - AMD CEO Lisa Su believes that AI will enhance human capabilities and business efficiency rather than completely replace human workers [1][1][1] - AMD's stock rose nearly 9%, reaching a market capitalization of approximately $350 billion, following a significant AI chip deal with Meta Platforms [1][1][1] Group 1: AI Impact on Workforce - Concerns about AI disrupting jobs and industries have caused market volatility recently [1][1] - Lisa Su asserts that AI is not at a level where it can eliminate the need for human workers, emphasizing the importance of human creativity and invention [1][1][1] - Employees at AMD are utilizing AI to improve productivity, but retraining may be necessary to adapt to new opportunities created by AI [1][1] Group 2: Market Reactions and Investor Sentiment - The rise of AI has led to mixed reactions among investors, with some fearing that AI spending may not yield immediate returns [1][1] - A report from Citrini Research raised alarms about potential job displacement due to AI, contributing to market unease [1][1] - AMD's partnership with Meta is viewed positively, with Su identifying Meta as a likely leader in AI innovation [1][1]

Group 1 - GoDaddy forecasts annual revenue between $5.20 billion to $5.28 billion, which is below analysts' average estimate of $5.29 billion [1] - The company anticipates slow adoption of its artificial intelligence tools and weaker customer acquisition in its core hosting business [1] - Shares of GoDaddy fell nearly 8% in extended trading following the revenue forecast announcement [1] Group 2 - For the fourth quarter, GoDaddy reported revenue of $1.27 billion, which was largely in line with estimates [1]

Following the sell-off seen in the previous session, stocks showed a strong move back to the upside during trading on Tuesday. The major averages all moved notably higher, with the tech-heavy Nasdaq leading the way.The major averages ended the day not far off their highs of the session. The Nasdaq jumped 236.41 points or 1.0 percent to 22,863.68, the Dow advanced 370.44 points or 0.8 percent to 49,174.50 and the S&P 500 climbed 52.32 points or 0.8 percent to 6,890.07.The strength on Wall Street may partly ...

Group 1 - Meta is partnering with AMD to purchase billions of dollars' worth of AMD Instinct GPUs to enhance its AI capabilities across platforms like Instagram, Facebook, and WhatsApp [1][2] - The deal is described as "multi-year" and will provide Meta with up to 6 gigawatts of AMD GPUs, which are essential for modern AI models [2] - As part of the partnership, Meta will acquire a 10% stake in AMD, indicating a strategic collaboration between the two companies [3] Group 2 - The partnership reflects a broader trend where major tech companies are securing hardware to support their AI ambitions amid tightening supplies and rising component prices [5] - Meta's continued investment in AI signifies its competitive stance against other tech giants like OpenAI, Microsoft, and Google [6]