Bloomberg’s Caroline Hyde discusses the US strike on Iranian nuclear sites and the market impact. Plus, defense tech investors look for startups addressing asymmetric threats. And Tesla’s robotaxi service gets underway with a modest launch.

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Bloomberg’s Caroline Hyde discusses SoftBank founder Masayoshi Son’s pitch to build a trillion-dollar AI industrial complex with TSMC in Arizona. Plus, the global robotaxi market heats up as Baidu looks to expand internationally and Tesla prepares to launch its service in Austin. And Meta rolls out new smart-glasses in a partnership with Oakley.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact of the stablecoin legislation that passed the Senate with White House AI and Crypto Czar David Sacks. Plus, Klarna CEO Sebastian Siemiatkowski talks about the startup's super-app ambitions; Zoox CEO Aicha Evans joins from the company’s new facility to mass-produce robotaxis; and OpenAI CEO Sam Altman claims Meta is offering bonuses as high as $100 million to OpenAI staffers to jump ships.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss how President Trump’s tax bill could boost investment credit for semiconductors to 30%. Plus, the CEO of Applied Intuition talks about how the startup plans to use its latest $600 million fundraising to make more moving machines self-driving. And the CEO of Purism says the company has spoken to the Trump family about supplying its made-in-the-USA smartphones to the new Trump mobile phone service.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the Trump family’s plan for a self-branded mobile phone service. Plus, Meta launches ads on the privacy-focused messaging service WhatsApp. And robotics firm 1X Technologies announces a new “World Model” to train robots on the physical world using data-driven simulations.

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Bloomberg’s Caroline Hyde breaks down Meta’s plans to take a 49% stake in Scale AI and hire the startup's CEO, Alexandr Wang. Plus, the CEO of stablecoin network Circle discusses how the passing of the GENIUS Act could impact the payments space. And Apple targets the spring of 2026 for the launch of its revamped voice assistant Siri, as the iPhone maker plays catch-up in the AI race.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Micron’s plans to spend $200 billion on U.S. chip manufacturing and R&D. Plus, Chime CEO Chris Britt discusses the company’s growth strategy as the company goes public. And Oracle’s earnings impress investors with its rising cloud sales.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Meta’s plans for a new ‘Superintelligence’ AI group. Plus, Apple expands its deal with OpenAI. And the CEO of United Launch Alliance says NASA has alternatives to Elon Musk’s SpaceX.

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