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Musk Asks Suppliers to Move at ‘Light Speed’ on Terafab Plan
Bloomberg Television· 2026-04-17 11:08
The area's representative. So Terrified is a joint venture between Space X, which owns X, AI and Tesla to build chip manufacturing at unprecedented scale. And in recent weeks, they have gone out to these key suppliers in the chip manufacturing process and said, quote, US.Tell us how quickly you get us the machines because it's a multi machine process from different providers. If you move more quickly, will pay for it. If you give us priority, access will pay for it.And the names that we know, they've spoken ...
Stock Rally Stalls as Markets Await Iran Ceasefire | The Asia Trade 4/17/2026
Bloomberg Television· 2026-04-17 04:13
HAIDI: THIS IS THE ASIA TRADE. HAIDI: THE TOP STORIES. OIL LAWYER AND ASIAN STOCKS SET FOR A NEGATIVE OPEN.U.S. EQUITIES ARE NOTCHING RECORD HIGHS AS ISRAEL AND LEBANON AGREE TO A 10 DAY CEASE-FIRE. PRESIDENT TRUMP SAYING A PERMANENT PEACE WITH IRAN IS LOOKING VERY GOOD. BUT GULF, ARAB AND EUROPEAN LEADERS FEAR A DEAL MONTHS AWAY.TMC'S SHARE SLIP, UNDERSCORING THE RESILIENCE OF A. I. DEMAND.SHERY: STILL THAT UPBEAT FORECAST. TECH STOCKS IN THE OVERNIGHT. THE NASA 100, 2017THE S&P 500, NOTCHING ANOTHER RECOR ...
X @Nick Szabo
Nick Szabo· 2026-04-17 02:22
RT Mehdi (e/λ) (@BetterCallMedhi)this is exactly why I moved back to china and I genuinely think most people reading this from the west have no idea what it actually feels like to build herethe thing about shenzhen that changed everything for me is the access, makerspaces everywhere open to anyone, components available in any quantity at any hour, hardware meetups and deeptech demo nights happening every single day where founders show up with actual physical prototypes & get torn apart by engineers who’ve b ...
X @BSCN
BSCN· 2026-04-16 20:50
xAI Terafab Tells Chip Suppliers To Move At "Light Speed," Offers To Pay Above QuotesMusk's $25 billion Terafab project has moved from announcement to active procurement, with teams from the @Tesla, @SpaceX, and @xai joint venture contacting Applied Materials, Tokyo Electron, and Lam Research for equipment quotes and delivery times, according to Bloomberg.Suppliers were told Musk wants to move at "light speed" and that Terafab is willing to pay well above quoted prices for priority. In one case, staff reach ...
S&P 7000 Rally Fueled by AI Boom | Open Interest 4/16/2026
Bloomberg Television· 2026-04-16 16:37AI Processing
MATT: STOCKS HAVE NEVER BEEN THIS HIGH. DANI: BLOOMBERG OPEN INTEREST STARTS RIGHT NOW. MATT: STOCKS AT RECORD HIGHS, THE S&P TOPPING 7000 FOR THE FIRST TIME ON A CLOSING BASIS ON SIGNS THE U.S. AND IRAN MAY EXTEND THE CEASE-FIRE.DANI: THAT RALLY BOOSTED BY TSMC RESULTS. IT RAISED ITS OUTLOOK, REINFORCING CONFIDENCE IN AI DEMAND. MATT: IT IS SHOWTIME FOR NETFLIX.THE STREAMING GIANT REPORTS RESULTS AFTER LOSING THE BATTLE FOR WARNER BROS. BUT MAYBE THAT IS SOMETHING INVESTORS WERE HAPPY ABOUT. DANI: PEPSI AN ...
Musk Pushes Terafab Suppliers to Move at ‘Light Speed’
Bloomberg Television· 2026-04-16 15:55
Ed you also had a story out in the early hours of this morning about basically saying to all of your suppliers, get your act together. We're moving at light speed for you. Yes.So this is really important reporting with the team in Asia, basically Terra Fab, Israel. They are going to the key names, Tokyo Electron, Applied Materials. LAM We do not know about ASML.That would be a key piece and saying what. Can you quote us for the machines if you can get us to quite quickly. Good.And if you can get the machine ...
X @Nick Szabo
Nick Szabo· 2026-04-16 15:28
RT Nick Szabo (@NickSzabo4)Sadly, almost the only way the U.S. can help Japan, South Korea, and Taiwan (the maker of the world's most advanced computer and AI chips), is by "meddling" in southeast Asian maritime states so that, with their help, we can mostly cut off China from the Middle East and Europe in event of Chinese aggression against those countries.If we can't do that, we would have to let China, via its then-ally Taiwan, make the world's most advanced computer chips. We have lost most of the abili ...
Iran War: US & Tehran Weigh Longer Truce, Oil Stabilizes | The Opening Trade 4/16/2026
Bloomberg Television· 2026-04-16 10:33
Good morning. It's Thursday, April 16th, and this is what is on our minds this morning. Global stocks rally with that talk of an extension to the cease fire.China's economy revs up despite the war. And we hear from anthropic about its new ai tool so powerful the company restricted its release. Okay, let's talk about these markets.What started a few days ago was the short covering rally has turned and morphed into this epic chase. Does it continue this morning. At the moment it looks like it does.Euro stoxx ...
Stocks Hit Record on Iran Ceasefire Hopes & TSMC Raises 2026 Outlook | Daybreak Europe 4/16/2026
Bloomberg Television· 2026-04-16 08:06
>> LIVE FROM LONDON, THIS IS BLOOMBERG DAYBREAK: EUROPE. GLOBAL EQUITIES HIT ALL-TIME HIGHS AS INVESTORS PILED BACK INTO STOCKS AT THE SIGNS THAT THERE MIGHT BE AN EXTENT IN THE CEASE-FIRE. THE FASTEST PACE IN THREE QUARTERS.SUGGESTING LIMITED SPILLOVER SO FAR FROM THE WAR IN THE MIDDLE EAST. AI BACK IN FOCUS AS THE WORLD'S TOP CHIPMAKER TSMC REPORT THIS HOUR. WE BRING YOU NUMBERS FROM PERNOD RICARD.LET'S CHECK IN ON THE MARKETS THEN. THE NASDAQ 100, 11 DAYS OF STRAIGHT GAINS FOR THE NASDAQ 100. S&P 500 AT ...
TSMC's Profit Surges as AI Investment Boosts Demand
Bloomberg Television· 2026-04-16 06:14
Charlotte, what do you make of these results and TSMC. Yes. So looking at the results, the first impression that it is a clean beat as the world's largest contract maker has managed to deliver again, another quarter of strong earnings growth.So we're looking at 58% of growth in net income, and that is ahead of consensus estimates, also for gross profit margin and we're looking at 66.2%. And that's also ahead of what analysts were expecting before of around 64%. So I think what this the immediate takeaway fo ...