Meta Boosts Capex to $65B

Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia's earnings this week, this as Bloomberg reports Nvidia customers have been notified about price hikes. Plus, SoftBank plans a record $6.3 billion retail bond sale to raise funds for its investment commitments to OpenAI, ...  Show more

Bloomberg’s Ed Ludlow takes a look at Anthropic as the AI company expects to match or top the size of SpaceX’s record-setting IPO. Plus, sources say Broadcom is in talks to raise more than $60 billion in debt to help Anthropic and others secure chips and computing power, and all ...  Show more

2025 has been the year of AI capex (so far). Companies have been announcing huge spending increases and signing deals to secure critical supplies like semiconductors for years into the future. So far, the market has responded well to these announcements. Except today when Meta an ...  Show more

Facebook parent Meta reported disappointing quarterly results, prompting a plunge in its stock price. In spite of Wall Street’s doubters, CEO Mark Zuckerberg defen ...

Bloomberg News US Semiconductor & Networking Reporter Ian King explains how Nvidia, the world’s most valuable chipmaker, forecast sales that blew past analysts estimates, showing how booming demand for artificial intelligence processors has the potential to reshape the sector. Mo ...  Show more

Robert Garrett, CEO of Hackensack Meridian Health, discusses using AI as a transformative tool for healthcare. Bloomberg News Big Tech Team Leader Sarah Frier and Businessweek Technology Editor Joshua Brustein share the details of the Businessweek Magazine story Zuckerberg Chases ...  Show more