>> WHAT YOU HAVE RIGHT NOW IS AN EARNINGS DRIVEN MARKET. >> PEOPLE WANT TO GET EXPOSURE TO GROWTH AND STRONG ECONOMY EARNINGS, GO AHEAD. >> IF YOU THINK ABOUT WAS DRIVING GLOBAL MARKETS RIGHT NOW, IT IS A SEMI CONDUCTOR SUPER CYCLE FOR THE HISTORY BOOKS.>> THIS IS THE CASTING AWAY OF FEAR IN ITS ENTIRETY THAT WILL END UP BEING THE MARKET'S BIGGEST PROBLEM AT SOME POINT. >> THIS IS "BLOOMBERG SURVEILLANCE " WITH JONATHAN FERRO, LISA ABRAMOWICZ, AND ANNMARIE HORDERN. JONATHAN: GOOD MORNING.FOR OUR AUDIENCE WO ...

GOOD TO HAVE YOU WITH US ON THE SHOW TODAY. IT DOES SEEM LIKE THE SUMMIT HAS BEEN HEAVY ON OPTICS, SYMBOLISM. HAS ANYTHING BEEN ACHIEVED SUBSTANTIALLY.I THINK THAT WITH MANY THINGS, CERTAINLY THESE TYPES OF EVENTS, THE SYMBOLISM IS PROBABLY THE PRODUCT. WHAT'S QUITE INTERESTING IS, FOR ALL THE WAYS IN WHICH THE TRUMP ADMINISTRATION AND PRESIDENT TRUMP, ESPECIALLY IN HIS SECOND TERM, HAVE REALLY BROKEN NORMS DOMESTICALLY AND INTERNATIONALLY. THIS PARTICULAR TRIPLEX CLASSICAL.ALMOST LIKE IT COULD'VE HAVE BEEN ...

RT Vlad Savov (@vladsavov)NAND maker Kioxia is now more profitable than Toyota. https://t.co/4O4N42dkNM ...

JPMorgan raised its targets for Taiwanese stocks for the second time in less than a month, recommending the market as “the most pure-play exposure to the global AI buildout” https://t.co/h5XlDlpKs5 ...

🔥 BULLISH: Nvidia $NVDA surges 20% in seven days, adding over $900 billion to its market cap and pushing toward a $6 trillion valuation. https://t.co/bihgGohekM ...

A recent surge in Chinese chip stocks has made them some of the most expensive among global peers, and investors are growing increasingly cautious https://t.co/ploR1493ig ...

Samsung Electronics has joined the $1 trillion club thanks to the AI boom. [music] It's just crossed a trillion-dollar market valuation for the first time, making it only the second Asian company ever to hit that mark after Taiwan's TSMC. [music] This comes as Samsung shares more than quadrupled over the past year.The stock [music] soared more than 10% early Wednesday, pushing the South Korean benchmark KOSPI [music] to record highs as well. That puts Samsung in the same elite club as Nvidia, Apple, and Mic ...

>> BLOOMBERG TECH'S LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: THIS IS BLOOMBERG TECH. CISCO'S SHARES JUMPED THE MOST SINCE 2011 OFF THE COMPANY'S EARNINGS RESULTS. CHINA'S SHE SHOULD THINK IS A WARNING TO PRESIDENT TRUMP ON TAIWAN BUT TELLS U.S. TECH CEOS CHINA WILL OPEN UP MORE. AI CHIPMAKER RAISES $5.5% BILLION IN HIS U.S. IPO, SEIZING ON THE SURGING DEMAND FOR SEMICONDUCTORS. WE ARE JOINED BY THE CEO LATER THIS HOUR. CISCO IS THE TOP STORY AND RISING WITH ...

Cerebras’s high-flying market debut kicks off a hotly anticipated year of AI IPOs. Shares more than doubled, forcing a brief pause in trading. https://t.co/fIlDt6OpRB ...

Nvidia shares rose on Thursday, extending a 20% rally over the past seven days as investors plow into the chipmakers profiting from a flood of investment spending on AI https://t.co/vDtgTEpSF3 ...