Welcome back. ARM stock story of the day announcing a major pivot for the business could have wide ranging implications for the entire chip sector. Christina Partz with that story for today's tech check segment.So Christina, tell us about the impact of all this. >> Well, ARM shares, it's really just crazy because their shares are up what over 17% this morning, but not necessarily because of the new chip they're announcing. The stock actually fell uh just yesterday when ARM unveiled its first in-house proces ...

Super Micro Shares Plunge 25% After Co-Founder Charged In $2.5 Billion AI Chip Smuggling Plothttps://t.co/U62phoLSFe https://t.co/yRQAYampMz ...

>> BLOOMBERG TECH IS LIVE FROM COAST-TO-COAST WITH CAROLYN HEIDI IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: THIS IS BLOOMBERG TECH. THE U.S. COMMERCE DEPARTMENT HAS DRAFTED REGULATIONS RESTRICTING AI CHIP SHIPMENTS TO ANYWHERE IN THE WORLD WITHOUT AMERICAN APPROVAL.CAROLINE: ORACLE CUTTING THOUSANDS OF JOBS AS IT HANDLES A CASH CRUNCH ED:. THE PENTAGON NOTIFIED LAWMAKERS IT HAS DETERMINED ANTHROPIC AND ITS PRODUCTS POSE A RISK TO THE U.S. SUPPLY CHAIN. CAROLINE: EXTRAORDINARY NEWS ON THE PRIVATE SECTOR ...

>> THIS IS "BALANCE OF POWER," LIVE FROM WASHINGTON, D. C. JOE: FROM BLOOMBERG'S WASHINGTON, D.C. , STUDIOS TO OUR TV AND RADIO AUDIENCES WORLDWIDE, WELCOME TO "BALANCE OF POWER." I AM JOE MATHIEU. TONIGHT, FULL ACCESS. --FULL ACCESS.TWO MEMBERS OF CONGRESS, TOM MASSIE AND RO KHANNA, ARE SUCH A BRIEF THE REPUBLICAN WHAT THEY SAW FROM THE UNREDACTED EPSTEIN FILES. ACROSS THE POND, THE EPSTEIN SCANDAL HAVING A RIPPLE EFFECT ON BRITISH POLITICS. PRIME MINISTER KEIR STARMER, WHO NEVER MET EPSTEIN, IS FIGHTING F ...

ELON MUSK: AI Chip Surge Will Hit a Power Wall Soon“I think probably towards the end of this year, chip production will outpace the ability to turn chips on. The chips are gonna be piling up and won’t be able to be turned on.”Power is the ultimate bottleneck for AI scaling—chips will stack up unused without massive energy infrastructure upgrades. The race shifts to electrons over silicon. ⚡🚀 ...

ELON MUSK: AI Chip Surge Will Hit a Power Wall Soon“I think probably towards the end of this year, chip production will outpace the ability to turn chips on. The chips are gonna be piling up and won’t be able to be turned on.”Power is the ultimate bottleneck for AI scaling—chips will stack up unused without massive energy infrastructure upgrades. The race shifts to electrons over silicon. ⚡🚀 ...

"寒武纪科技"发布严正声明： 我公司关注到今日网络传播的关于公司近期组织小范围交流等信息为不实信息，公司近期从 未组织任何小范围交流，没有出具过任何年度、季度营业收入指引数据，相关信息请以公司 公开披露的信息为准。公司目前研发进展顺利，经营稳步推进。 在此，公司提醒广大投资者，我公司相关事项均以公开披露信息为准，请各位投资者提高信 息辨别能力，不传播、不采信来源不明或未经核实的虚假信息。此外，对于任何捏造、散布 传播不实信息的行为，公司将保留追究相关人员法律责任的权利。 上周五晚间发布2025年业绩预告后，寒武纪(688256.SH)股价本周一下跌，今日盘中又跌 超13%，市值回落到4600亿元以下。 近日有市场传闻称， 寒武纪小范围交流给出2026年营收200亿元的估计，远低于市场 300~500亿元预期。 2月3日午间，就"交流会给出200亿元年营收预计"的真实性，记者以 投资者身份致电寒武纪证券事务代表，对方表示， 网上传播的关于2026业绩指引的相关信 息应该都是假的， 相关信息以公司公开披露的为准。 寒武纪预计， 2025年应该是该公司首个实现盈利的年度。寒武纪自2024年第四季度以来 实 现 多 ...

Core Viewpoint - Alibaba Group is reportedly considering a spinoff and separate listing for its chip-making unit, T-Head, in response to high valuations in the Chinese AI chip market, following a similar move by Baidu [4][21]. Group 1: Spinoff Plans - The potential spinoff of T-Head would occur nearly three years after Alibaba's initial plan to split into six divisions was scrapped [5]. - T-Head is closely linked to Alibaba's Cloud Intelligence Unit, which had previously abandoned its own spinoff due to U.S. restrictions on advanced AI chips [6]. - Alibaba aims to restructure T-Head as a business partly owned by its employees before exploring an IPO, potentially within the next three to four months [12]. Group 2: Market Context - Chinese chip startups, including T-Head, are developing their own AI chips to fill the gap left by U.S. restrictions, with companies like Moore Threads and Biren seeing significant stock price increases [7][8]. - The high valuations of these Chinese companies are driven by expectations of state support as China seeks to reduce reliance on Western technology [9]. - Alibaba's stock rose 5% following the spinoff news, with its market cap reaching $423 billion, narrowing the gap with Tencent [15]. Group 3: Financial Performance - Alibaba's revenue rose 5% to 248 billion yuan ($35.6 billion) in the quarter through September, with a notable 34% growth in its cloud unit [18][19]. - The instant commerce segment, which includes the merger of Ele.me and Taobao Instant Commerce, reported a 60% year-on-year growth [19]. - The spinoff plan is seen as opportunistic, capitalizing on the inflated valuations of AI chip makers and the strong growth in Alibaba's cloud and instant commerce sectors [20].

Core Viewpoint - Alibaba shares experienced a rally in premarket trading following reports that the company may consider floating its chipmaking unit, T-Head [1] Group 1 - Alibaba's potential move to float its chipmaking unit indicates a strategic shift towards enhancing its semiconductor capabilities [1] - The news of the T-Head unit's potential IPO has positively influenced investor sentiment, leading to an increase in Alibaba's stock price [1]

Core Insights - Broadcom Inc. (AVGO) has underperformed the broader markets since the stock was upgraded to "Strong Buy" [1] - The company reported its Q4 2025 earnings last month, which are considered sufficient to maintain the "Strong Buy" rating [1] Company Analysis - The analyst, Dhierin-Perkash Bechai, specializes in aerospace, defense, and airline sectors, providing insights into investment opportunities within these industries [1] - The analysis is data-driven, leveraging in-house developed data analytics platforms to inform investment ideas [1] Industry Context - The aerospace, defense, and airline industry is characterized by significant growth prospects, which the analyst aims to contextualize through ongoing developments [1]