Bloomberg
Arm CEO Haas Sees Demand Accelerating on AI Optimism
Arm Holdings CEO Rene Haas discusses the company's fiscal fourth-quarter forecast on "Bloomberg Technology." Arm said revenue will be $1.18 billion to $1.28 billion in the fiscal fourth quarter. Some analysts were predicting as much as...
Bloomberg
China Imposes Tariffs on US Goods Amid Trump's Levies
China announced tariffs on a range of US products moments after President Donald Trump imposed a 10% tariff on goods from Beijing. China hit US coal and liquefied natural gas exports with a 15% levy, and targeted its oil and agricultural...
Bloomberg
DeepSeek Fallout: China AI Startup Way More Open Than American AI Firms, Says Olson
Bloomberg has learned that US officials are probing whether Chinese AI startup DeepSeek bought advanced Nvidia semiconductors through third parties in Singapore, circumventing US restrictions. DeepSeek's recently released open-source...
Bloomberg
What's Next for Big Tech, AI and Meta?
Bloomberg Intelligence's Mandeep Singh reflects on this past week's big tech news and discusses what to expect from Alphabet, Amazon and Meta. He speaks on "Bloomberg The Close."
Bloomberg
Trump Says He Plans Tariffs on Chips, Oil and Steel
President Donald Trump says he plans to impose tariffs on a wide range of imports, including oil, metals, pharmaceuticals and chips, in the coming months.
Bloomberg
The Key Takeaways From Intel's Better-Than-Expected Results
Matt Bryson, Wedbush Securities managing director, hardware equity research, reacts to Intel's better-than-expected fourth-quarter results on "Bloomberg The Close." Intel reported better-than-expected fourth-quarter revenue of $14.3...
Bloomberg
ASML Changes AI Narrative As DeepSeek Scrutiny Grows
ASML surged the most since 2020 after booking orders worth twice as much as analysts expected, as the artificial intelligence boom fuels demand for its chipmaking machines. ASML shares rose as much as 12% and more than fully recovered...
Bloomberg
Why DeepSeek May Not Be All Bad News for Nvidia, Big Tech Shares
John Belton, Gabelli Funds portfolio manager and managing director for growth portfolios, says DeepSeek's AI model might be good for Nvidia and tech stocks in the long term on "Bloomberg The Close."
Bloomberg
Trump Looking at Tariffs on Semiconductors, Drugs, Steel
US President Donald Trump says he is considering potential tariffs on semiconductors, pharmaceuticals and steel at the House Republican Conference at Trump National Doral in Miami, Florida.
Bloomberg
Why Does It Feel Like DeepSeek Came Out of Nowhwere?
As DeepSeek triggers a technology stock selloff, the company seems to have come out of nowhere. Bloomberg's Rachel Metz explains what DeepSeek is and why it's shaking up the tech and chip industries. She speaks on Bloomberg Markets.
Bloomberg
China's DeepSeek Sparks Rout of Nvidia, Global Tech
Wall Street had a rough start to the week on concern that a cheaper artificial intelligence-model from China could threaten the dominance of US technology.
From New York to London and Tokyo, equities got hammered, with the S&P 500...
Bloomberg
Biden Warns About Concentration of Power in Farewell Address
President Joe Biden warns of a "dangerous concentration of power" in the hands of a few ultra-wealthy people, threatening democracy and basic rights.
Bloomberg
US to Push TSMC, Samsung to Curb Chips Flow to China
The US plans to unveil more regulations aimed at keeping advanced chips made by a range of producers from flowing to China. Peter Elstrom reports on Bloomberg Television.
Bloomberg
Biden Plans Additional Limits on Nvidia AI Chip Exports
President Joe Biden's administration plans one additional round of restrictions on the export of artificial intelligence chips from the likes of Nvidia Corp. Ian King reports on "Bloomberg The Close."
Bloomberg
Nvidia CEO Huang New Chips, AI, Musk, Meeting Trump
Nvidia CEO Jensen Huang talks about the future of artificial intelligence, their new lineup of chips, which disappointed some investors, autonomous cars, robotics, Elon Musk, and how he'd like to meet President-elect Donald Trump and...
Bloomberg
ASML Sells Lego-Like Model of Chip Machine to Workers
ASML, the maker of the world's most advanced chipmaking machines, was selling 'Lego' replicas of its TWINSCAN EXE:5000 high-NA extreme ultraviolet lithography machine to employees. The Lego-like replica was going for 208 ($216) on...
Bloomberg
Why Micron Posted Such a Weak Forecast
Pierre Ferragu, New Street Research's head of global tech infrastructure, breaks down Micron's earnings report and revenue forecast. Micron tumbled in late trading after its revenue forecast missed projections by about $1 billion.
Bloomberg
Asia Is Home to 'Picks and Shovels' of AI Supply Chain, JPMorgan's Shen Says
JPMorgan Asset Management's Joanna Shen says the firm does "not think US exceptionalism should be at the cost of Asian equities in 2025." Shen tells Bloomberg Television that there are different themes to consider in the region,...
Bloomberg
Investors Will Have 'Wildcards' in 2025, Amoroso Says
Investors will have to deal with "wildcards" in 2025 as President-elect Donald Trump takes office, says Anastasia Amoroso of ICapital. She says investors should prioritize companies that have a high share of domestic revenues. She's on...
Bloomberg
Risk-Reward Ratio in Tech as Geopolitical Risks Increase
Geopolitical risk and the likelihood of another sticky inflation print in the US this week are sending US tech stocks lower, despite optimism around China's stimulus policies. GQG Portfolio Manager Brian Kersmanc joins Caroline Hyde to...
Bloomberg
AWS CEO Talks New Chip Clusters, Nvidia and AI Ambitions
AWS CEO Matt Garman discusses Amazon's new AI chip arrays and a large language model called Nova. Speaking on "Bloomberg The Close," Garman also comments on the company's partnerships with Intel and Nvidia. Amazon's new chip arrays,...
Bloomberg
How Taiwan Is Powering the AI Boom
Right now, the world depends on Taiwan for almost all of the critical hardware needed to power AI. But how is its tech industry adapting to the growing threat of conflict with Beijing?
Bloomberg
How Nvidia Changed the Game
From AI-powered cars to crypto and OpenAI's ChatGPT, tiny Nvidia chips play an outsized role in facilitating our daily routines. Before it became the world's most valuable chipmaker, worth more than $3 trillion, the company had the more...
Bloomberg
The Global Chip Firms Caught in Geopolitical Crosswinds
Semiconductor firms such as Nvidia, TSMC and ASML are getting caught ever more directly in the geopolitical crosswinds between Washington and Beijing, as Bloomberg's Tom Mackenzie explains.