Bloomberg Tech's Caroline Hyde discusses the growing China-US trade tensions as President Donald Trump gets set to meet China's Xi Jinping. Plus, billions of dollars in the crypto markets disappear as altcoins fall. And, Apple gets into touch with plans to revamp its MacBook lineup with touch displays.See omnystudio.com/listener for privacy information.
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42:41
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42:41
TSMC Beats Expectations, Raises Revenue Outlook
Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC's third-quarter results, which beat expectations and provided a positive outlook buoyed by strong AI demand. Plus, China unveils export controls on its rare-earth supply chain, sparking a global pushback. And the head of Apple’s ChatGPT-like search effort leaves in another blow to the company’s AI ambitions.See omnystudio.com/listener for privacy information.
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44:16
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44:16
ASML Earnings Signal AI Demand Holding Strong
Bloomberg’s Caroline Hyde breaks down ASML’s earnings as the AI boom continues to fuel demand for its cutting-edge chip-making machines. Plus, deals to develop data centers just keep coming, among them Microsoft and UK startup NScale inking a fourth deal. And Apple updates its top-of-the-line iPad Pro and other products with its own in-house chip.See omnystudio.com/listener for privacy information.
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42:33
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42:33
US-China Trade Tensions Grow
Bloomberg’s Caroline Hyde and Ed Ludlow break down the escalating trade tensions between China, the US... and now Europe too and what it means for the tech sector. Plus, concerns of an AI bubble grow louder among global fund managers and Instagram's Global Director of Policy on how the app is making some changes with tighter content restrictions for teenagers.See omnystudio.com/listener for privacy information.
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44:06
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44:06
OpenAI, Broadcom Ink 10-Gigawatt Chip Deal
Bloomberg’s Caroline Hyde breaks down the latest deal by OpenAI with a chipmaker, this time with Broadcom. Plus, tech stocks bounce back as President Donald Trump signaled openness to a deal with China amid the latest trade showdown. And Warner Brothers Discovery rejects a takeover offer from Paramount Skydance, deeming it too low, according to sources.See omnystudio.com/listener for privacy information.
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