With equities back to their highs, investors are increasingly caught between left and right tail risks: The tireless AI and semiconductor rally on one side and the gradual drag from higher energy prices on the other. https://t.co/gICVSqbV9X ...

Samsung's semiconductor arm beat expectations with a 48-fold jump in profit after AI’s reliance on memory delivered hefty margins https://t.co/40AMOsGoIg ...

>> "BLOOMBERG TECH IS LIVE FROM COAST-TO-COAST, WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW FROM SAN FRANCISCO. ED: THIS IS "BLOOMBERG TECH." MICROSOFT AND OPENAI HAVE AGREED TO DROP EXCLUSIVITY RIGHTS ON AI MODELS, OPENING THE DOORS FOR RIVALS TO MAKE NEW DEALS. PLUS, CHINA BLOCKS MEADOWS 28 BILLION -- BLOCKS META'S $2 BILLION DEAL.PLUS, LET'S GET TO OUR TOP STORY OF THE DAY. THIS IS INTERESTING. MICROSOFT SHARES ARE NOW BASICALLY FLAT.BUT WHEN NEWS HIT THAT THEY HAD ENDED THEIR EXCLUSIVITY PACT WITH OPEN ...

Denso is considering withdrawing a proposal to take over Rohm, potentially ending a deal for a Japanese power semiconductor maker valued at north of $9 billion https://t.co/Lhb2HqDY3I ...