TSMC Forecast Lifts Peers on Robust AI Demand

Bloomberg’s Caroline Hyde and Ed Ludlow discuss stocks closing in on record highs driven by tech shares with earnings imminent. Plus, Bridgit Mendler, CEO and co-founder of Northwood, discusses the company’s $100 million Series B to modernize space infrastructure on Earth. And Amazon is shuttering its physical stores, doubling down on deliveries.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s additional $2 billion investment in CoreWeave, to accelerate the buildout of AI factories. Plus, IonQ CEO Niccolo de Masi discusses the quantum company’s continued acquisition spree, as it buys chipmaker SkyWater Technology in a cash-and-stock deal worth $1.8 billion. And investors gear up for big tech earnings with Meta, Apple and Tesla all set to report this week.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Intel’s manufacturing struggles as the company’s shares fall post-earnings. Plus, China's largest tech firms get an initial green light from Beijing to start preparing orders for Nvidia's H200 AI chips. And, TikTok and its Chinese parent ByteDance have closed a long-awaited deal to transfer parts of their US operations to a group of American investors led by Oracle.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Elon Musk’s comments on AI costs and the future of robots at the World Economic Forum in Davos. Plus, OpenAI CEO Sam Altman is lining up funding from Middle East investors that could total $50 billion and a whopping $830 billion valuation. And Blue Origin successfully launches its latest crewed mission, marking more than 90 passengers that the Jeff Bezos company has sent above the Karman line.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s call for "immediate negotiations” on Greenland during his speech at the World Economic Forum in Davos, Switzerland. Plus Netflix shares slid as spending on programming mounts. And Zipline's CEO Keller Cliffton discusses the drone delivery startup's new $7.6 billion valuation and expansion plans. See omnystudio.com/listener for privacy information.

Netflix delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead, citing higher program spending and the cost of closing its deal with Warner Bros. Discovery Inc. The streaming leader said Tuesday it plans to increase spending on films and TV shows by 10% in 2026 while forging ahead with plans to buy the studio and streaming business of Warner Bros., a deal that would unite two of the world’s largest entertainment companies. Netflix spent about $18 billion on programming last year, with subscribers growing almost 8% to top 325 million. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Bloomberg News Senior Editor and Entertainment Team Leader Chris Palmeri Eric Clark, Chief Investment Officer at Accuvest Global Advisors Bloomberg Intelligence Senior Media Analyst Geetha Ranganathan See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Netflix’s amended, all-cash offer to buy Warner Bros. Discovery's studio and streaming business. Plus, Google DeepMind CEO, Demis Hassabis, says Chinese AI firms are six months behind US frontier models, as tech leaders sit down with Bloomberg from Davos. And funding continues to pour into defense tech startups.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow discusses the plan laid out by the Trump administration and several states to have tech companies pay for surging energy prices following the rise of AI data centers. Plus, AI coding startup Replit nears a $9 billion valuation in a new funding round. And the Chairman of the Federal Trade Commission, Andrew Ferguson discusses acquihires, consumer protection and AI regulation.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC’s strong earnings and forecast, a sign that demand related to AI remains robust. Plus, OpenAI strikes a $10 billion deal with Cerebras for compute, and hunts for hardware partners across data centers and consumer devices. And New York City Mayor Zohran Mamdani sues a delivery tech company, accusing it of breaking local worker-protection laws.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the US Commerce Department’s move making it easier for Nvidia to sell H200 AI chips to China. Plus, fresh off its $1.4 billion founding round, Skild AI CEO Deepak Pathak discusses how the company’s robot “brain” works across form factors. And, Netflix is working to revise its bid for Warner Bros. Discovery, shifting to an all-cash offer.See omnystudio.com/listener for privacy information.