>> FROM THE HEART OF WHERE INNOVATION, MONEY, AND POWER COLLIDE IN SILICON VALLEY AND BEYOND, THIS IS BLOOMBERG TECHNOLOGY WITH CAROLINE HYDE AND ED LUDLOW.

CAROLINE: LIVE FROM NEW YORK, THIS IS "BLOOMBERG TECHNOLOGY." NVIDIA FALLS FURTHER INTO CORRECTION TERRITORY. PLUS, THE TIKTOK CEO MEETS WITH PRESIDENT-ELECT JOE BIDEN.

AND A CONVERSATION WITH SENATOR AMY KLOBUCHAR ON HOW TO COMBAT THE RISE OF AI-GENERATED DEEPFAKE MATERIAL ONLINE. FIRST, TO CHECK ON THE MARKETS, WHICH COME DOWN FROM RECORD HIGHS. WE DIGEST THE RETAIL SALES DATA,

WHICH SHOWS THE U.S. ECONOMY REMAINS RESILIENT AS WE LOOK AT TOMORROW.

INTO SOME OF THE INDIVIDUAL MOVERS, CHIP STOCKS HAVE BEEN DRAGGING US LOWER. NVIDIA DOWN MORE THAN 5%. WE ARE FURTHER INTO CORRECTION TERRITORY. THAT WAS IN EARLY NOVEMBER.

I'M LOOKING AT ARM VERSUS QUALCOMM. CHIPMAKERS GOING HEAD-TO-HEAD IN AN IP BATTLE. IAN KING, THE CHIP MASTER, IS HERE. LET'S JUST FOCUS ON NVIDIA.

on NVIDIA. Is there any fundamental reason we are getting to a technical correction? Ian: Thing you have seen any reporting on. Remember they said we are sold out.

Their earnings are a product of how much they can get from their suppliers. Nothing fundamentally that would give anybody any pause, but a huge amount of money has been brought into that stock. Caroline:

It is up more than 100%. We then flipped to maybe a 1A/1B: NVIDIA. Broadcom signaled the market for its designs within data centers, and the crowd went wild.

Can you focus on Broadcom and profit-taking on the date? What did they have to do to make this a reality? Ian: They have to work really hard. What they gave was not a sales

target. The $90 billion he was talking about was an addressable market for his type of chips, and that is why 2027. He was saying we have line of sight to a huge increase in what we do, but that pales in

comparison to NVIDIA, which will be $120 million in data center sales alone this year. Caroline: When it comes to enticing different kinds of investors, many were basically playing

CATCH UP TO NVIDIA FOR THE LAST
TWO YEARS. IS THERE A SLIGHT FOMO TRADE
GOING ON? IS THERE A SLIGHT FOMO TRAIN
GOING ON? IAN: PART OF IT IS BROADCOM IS
DESIGNING CHIPS FOR GOOGLE AND

MICROSOFT, WHO ARE DESIGNING
THEIR OWN CHIPS. ALTHOUGH THEY DO NOT HAVE TO BUY AS MUCH FROM
NVIDIA, THEY ARE IN MIND. EVERYBODY WHO
HAS BEEN ASKED ABOUT THIS SAID THERE IS PLENTY OF ROOM FOR
EVERYBODY.

THIS IS A MASSIVE GROWTH
OPPORTUNITY. NOBODY IS TAKING ANYTHING AWAY
FROM ANYBODY. CAROLINE: QUALCOMM AND ARM?
HOW BIG IS THIS? IAN: IT IS VERY STRANGE. THEY'RE ON
THIS COLLISION COURSE.

OUR ANALYST SAYS THEY SHOULD
NOT BE DOING THIS. CAROLINE: CURRENTLY UP 100% FOR THE YEAR
ON ARM SHARES. IAN KING, WE THANK YOU SO MUCH. A TAIWANESE MAKER OF SILICON
WAFERS HAS FINALIZED A DEAL TO

RECEIVE AS MUCH AS $406 MILLION
IN AWARDS UNDER THE U.S. CHIPS AND SCIENCE ACT, THAT WILL
HELP BUILD FACTORIES IN TEXAS AND MISSOURI. THE U.S.
COMMERCE DEPARTMENT SAYS IT

WILL DOLE OUT THE FUNDS BASED ON
REACHING CERTAIN MILESTONES.
KELLY COX IS WITH US, CHIEF MARKET STRATEGIST AT RUTH HOLDEN
MARKET MANAGEMENT.

WE HAVE A LOT WHEN IT COMES TO
CHIPS. ON THE DOWNSIDE TODAY, BUT ON
THE UPSIDE FOR THE YEAR. IS THIS A TRADE YOU WANT TO
REMAIN IN? KELLY: I WILL JUST TOSS A SHOUT-OUT TO
YOUR PRIOR GUEST BECAUSE HE

FRAMED IT SO PERFECTLY.
YOU ARE SEEING A TRADE IN RAREFIED AIR.
THE AI TRADE IS ONE OF THE BIG STORIES OF 2024. THAT MEANS WHEN
THE AI STORY HITS A BUMP, I DO

NOT THINK IT IS HITTING A BUMP
TODAY. THERE ARE CHANGES FROM WHAT WE
SAW ON BROADCOM EARNINGS. YOU CAN SEE SOME OF THESE
CHEAPER -- THE STEEPER PULLBACKS BECAUSE THE SECTOR
HAS DONE SO WELL.

OBVIOUSLY, THE AI STORY IS QUITE
ENCOURAGING. WE ARE EXCITED TO SEE WHERE AI
GOES IN THE COMING YEARS. AT THE SAME TIME, TECH IS THE
MOST OVERVALUED SECTOR IN THE MARKET.
EVEN THOUGH THERE ARE A LOT OF

POSITIVE SIGNS, WE ARE URGING
CLIENTS TO THINK ABOUT BALANCE IN THEIR PORTFOLIOS AND
REALLOCATING IT. CAROLINE:
WITHIN TECH, IS THERE A WAY OF
REORIENTING? KELLY:

IF YOU'RE ALL ABOUT THE AI
STORY, YOU NEED TO START LOOKING AT THE SHOVELS.
I THINK MANY PEOPLE ARE DOING THAT.
THAT IS WHY CHIPMAKERS HAVE HAD SUCH AN AMAZING YEAR.
I THINK IT IS TIME TO LOOK

outside chip makers, looking at the companies that could utilize AI in their day-to-day operations. Last year, I really liked going through earnings reports and seeing which companies mentioned AI and how well they

did. There were definitely a lot of hidden gems towards the end of last year. That is an exercise I've not done in a while, but I think there is a lot of hidden value, especially in the smaller tech

companies that have not gained as much favor. Caroline: Does that remain within the tech areas that become generative AI adjacent, or is it looking to the health care

implications? We have all looked at energy from an infrastructure play, but energy as an application. How are you seeing other sectors adopt AI, and how are their numbers? Callie: To be clear, I do not look too

far into AI usage beyond the broader sector trends I think every Wall Street expert watches. I think there are a lot of applications you can see, especially in health care. Industrials are another sector

in the AI trade. What investors need to remember is this is a very long-term story. You cannot judge it by one day or a few days. This will take years to materialize.

If you're looking for unloved stocks, companies that might be dabbling in AI, you have to think about holding them for years. CAROLINE: How do you find them?

How do you find the unloved smaller stock that no one has been talking about, and what is it you will go into from a data perspective or a single perspective? CALLIE:

There are still a lot of opportunities out there. Interest rates have led to a thin rally over the past year. Because the rally has been so thin, there are some companies

that are on the cusp of talking about AI more and discovering applications for AI that have not gotten that market love that other, more attention-grabbing names have. I think you have to look at valuations, look at valuations,

look at the plan for earnings. I don't think many AI companies or AI-tangential companies are seeing earnings come from AI applications. This is still a very early story. Right now, if you are a long-term investor, you can look

at valuations. You can look at revenue signals we have seen in Nvidia and Broadcom to see if there are signs of uptake. Even management commentary, you

CAN FIND SOME VALUABLE THINGS.
THAT MEANS HAVING TO PART THROUGH EARNINGS REPORTS AND
LISTEN TO THE EARNINGS CALLS. CAROLINE:
IT TAKES A LOT OF WORK. THAT IS WHY YOU GET PAID THE
BIG BUCKS.

LET'S TALK ABOUT THE MACRO
PICTURE. WHILE WE ARE IN THIS VALUE
PICTURE, WE HAVE A FED LOOKING TO CUT TOMORROW.
HOW MUCH RISK IS THERE IN MACRO POLICY? CALLIE:
THERE IS A LOT OF RISK AT THE

MOMENT.
RIGHT NOW I STILL FEEL QUITE ENCOURAGED BY THE ECONOMY. THE
ECONOMY HAS BEEN INCREDIBLY RESILIENT.
THE RISK I SEE IS THE FACT WE ARE LEANING INTO THIS TECH
VERSUS EVERYTHING ELSE TRADE

AGAIN IN DECEMBER.
YOU STILL HAVE A FED THAT HAS NOT BEEN QUITE CLEAR ABOUT
WHERE THEY WILL GO INTO 2025. WE ARE ABOUT TO GET A LOT OF
DETAIL AROUND THAT TOMORROW WHEN THE FED RELEASES ITS
DECISION AND, MORE IMPORTANTLY,

JAY POWELL COMES OUT AND HOLDS
HIS PRESS CONFERENCE. THIS IS A FED CHAIR THAT LOVES
TO TALK ABOUT SCENARIOS GOING INTO THE FUTURE.
I THINK MARKETS AND WALL STREET

ARE OVERESTIMATING WHERE
INFLATION COULD BE, HOW HIGH RATES COULD GO, BECAUSE THERE
ARE STILL SIGNALS OF WEAKNESS IN THE JOB MARKET. CAROLINE: CALLIE COX, CHIEF MARKET
STRATEGIST AT RITHOLTZ WEALTH

MANAGEMENT.
COMING UP, WE TALK TIKTOK. THE CEO IS VISITING DONALD TRUMP.
HOW TRUMP COULD LOOK TO REVERSE ANY BAN.
THIS IS BLOOMBERG TECHNOLOGY.

CAROLINE:
THE EU IS INVESTIGATING TIKTOK, SUSPECTING IT DID NOT DO ENOUGH
TO STOP FAKE ACCOUNTS AND FOREIGN POWERS FROM INTERFERING
WITH THE ROMANIAN PRESIDENTIAL

ELECTION.
THE PROBE WILL LOOK AT WHETHER THE APP FAILED TO PREVENT BAD
ACTORS FROM USING ITS RECOMMENDATION SYSTEM AND WHETHER IT
CORRECTLY LABELED POLITICAL CONTENT. STICKING WITH TIKTOK, THE CEO
MET WITH PRESIDENT-ELECT

DONALD TRUMP JUST WEEKS BEFORE
THE APP WAS EXPECTED TO BE POTENTIALLY BANNED IF IT WAS NOT
DIVESTED IN THE U.S. OVER NATIONAL SECURITY CONCERNS.
BLOOMBERG'S ALEXANDRA LEVINE IS

HERE.
IT IS A WHO'S WHO AT MAR-A-LAGO, BUT THE CEO'S VISIT IS NOTABLE
CONSIDERING WHAT TRUMP SAID YESTERDAY ABOUT THE PLACE IN
HIS HEART HE HAS FOR TIKTOK.

ALEXANDRA:
WE HAVE SEEN LEGAL BLOW AFTER LEGAL BLOW FOR BOTH TIKTOK AND
ITS PARENT COMPANY, BYTEDANCE, AS THEY'VE BEEN TRYING TO FIGHT
OFF THIS LAW THAT IS SUPPOSED

TO TAKE EFFECT IN JANUARY. IN PULLING OUT ALL THE STOPS, WE SAW A SHOW AT MAR-A-LAGO, AND HE IS NOT THE FIRST TECH LEADER. WE HAVE SEEN ZUCKERBERG, WE HAVE SEEN TIM COOK, BUT THE

STAKES ARE SO MUCH HIGHER WITH THE BAN JUST OVER A MONTH AWAY. THE STAKES ARE SO MUCH HIGHER FOR TIKTOK THAN FOR THE OTHER TECH LEADERS THAT HAVE VISITED SO FAR. CAROLINE:

IS BEING THROWN AT THE SUPREME COURT. WHAT DO YOU THINK OF THAT ARGUMENT? ALEXANDRA: TIKTOK HAS NOW ASKED THE SUPREME COURT TO TAKE THE CASE.

THE D.C. COURT SAYS THEY WILL NOT PAUSE THE LAW FROM TAKING EFFECT AND BASICALLY UPHELD THE LAW. WHEN THE SUPREME COURT DECIDES, THAT WILL BE DAYS BEFORE THE BAN IS SUPPOSED TO TAKE EFFECT, AND YOU CAN BE SURE

REGARDLESS OF WHAT THE SUPREME COURT SAYS IN JANUARY, ALL OF THESE OTHER COMPANIES THAT WILL BE ON THE HOOK FOR ENFORCING IT, INCLUDING APPLE AND GOOGLE, ARE MAKING PREPARATIONS

DEFINITELY UNDERWAY WITH GETTING READY FOR ACTUALLY PULLING THE APP OFF OF THE APP STORES. CAROLINE: UNTIL WE GET INTO HOW LOGISTICALLY DIFFICULT THAT IS, GO BACK TO WHAT THE MOOD MUSIC SEEMS LIKE INTERNALLY AND EXTERNALLY.

WHEN YOU SEE TRUMP SIGNALING HE LIKES THE PLATFORM AND DOES NOT WANT TO OFFEND YOUNG VOTERS. ALEXANDRA: YESTERDAY WE HEARD HIM SAY I HAVE A SOFT SPOT FOR TIKTOK.

YOU WANT TO BE ABLE TO TAKE WHAT HE SAYS AT FACE VALUE, BUT YOU ALSO WANT TO TAKE INTO CONSIDERATION HE IS STACKING HIS TEAM WITH THE MOST OUTSPOKEN ANTI-TIKTOK CRUSADERS

THAT HAVE BEEN IN CONGRESS AND ACROSS THE AMERICAN GOVERNMENT. THERE IS A BIG QUESTION ABOUT WHETHER, ONCE HE IS IN OFFICE AND ONCE HE IS SURROUNDED BY ALL THESE PEOPLE THAT HAD THE

KNOWLEDGE THAT GOT THE LEGISLATION AND THE LAW ACROSS THE FINISH LINE IN THE FIRST PLACE, WHETHER THEY MAY BE ABLE TO CONVINCE HIM NOT TO KEEP THE PLATFORM. CAROLINE: HARD TO KNOW WHICH LINE TO DISCERN FROM.

ALEXANDRA LEVINE, WE THANK YOU. U.S. CITIZENSHIP AND IMMIGRATION SERVICES FINALIZED NEW REGULATIONS, OVERHAULING ELIGIBILITY STANDARDS FOR THE PRIMARY VISA PROGRAM USED BY

MOST TECH FIRMS. THE REGULATIONS ISSUED TODAY CODIFY A POLICY OF DEFERENCE IN ITS SANCTION OF H-1B VISAS. THE FIRST TRUMP ADMINISTRATION DROPPED THAT POLICY, SLOWING

Visa extensions.
Let's look at Mike Gallagher, former congressman turned
Palantir's head of defense, and he says the U.S.
Defense Department needs to overhaul its procurement
process for a new era of modern

warfare.
Bloomberg's Lizette Chapman spoke with him.
It feels as though this American dynamism, this defense
tech euphoria, post-election, is

just continuing. Lizette: You are spot on about that.
Defense tech has been on an absolute tear for the past four
or five years. It is only set to accelerate
now that many of these

companies have reached a
critical mass, like Palantir, like SpaceX, and up-and-comers
that we get into in this story. Caroline:
Let's get into the story. He is a famous China hawk, just
thinking about what we were

speaking with with Alexandra a
moment ago, and he can weigh in on TikTok.
How you think we will get more of a startup-friendly
Department of Defense in the

U.S.? What changes can be made?
Lizette: There are so many different
changes that people on the Democrat side and the
Republican side have been pushing for for years, going
back even a decade, when

PALANTIR AND SPACEX SUED THE U.S. GOVERNMENT FOR THE RIGHT TO COMPETE TO WIN CONTRACTS. MOVING IT UP TO DATE NOW, THERE ARE A LOT OF CHANGES TO THE PROCUREMENT PROCESS,

THE PROCESS OF DECIDING WHAT THE DIFFERENT BRANCHES NEED, HOW IT SHOULD BE DESIGNED, MAKING SURE IT IS INTEROPERABLE FOR THE FUTURE, AND THEN THE PROCESS OF SELECTING BIDDERS AND SELECTING THE WINNER. THAT PROCESS, THEY WANT TO SEE

IT CONTRACTED FROM THE YEARS-LONG PROCESS OF A FIGHTER JET TO SOMETHING MUCH SHORTER, A TIMEFRAME THAT BETTER REFLECTS THE TYPES OF WARFARE

THAT CHANGE IN TERMS OF MONTHS OR EVEN WEEKS WE HAVE SEEN WITH THE DRONES AND AI AND A LOT OF AUTONOMOUS SYSTEMS. YOU ARE LOOKING TO SHORTEN THAT. CAROLINE:

IN YOUR STORY YOU HIGHLIGHT HOW ELON MUSK CALLED THE BUILDERS OF F-35 WARPLANES IDIOTS. HE IS NEVER SHORT ON DESCRIPTIONS. WHAT IS INTERESTING IS THE WAY PALANTIR AND MIKE GALLAGHER ARE TRYING TO FOSTER THE STARTUP ECOSYSTEM.

HOW ARE THEY DOING THAT? LIZETTE: THEY ARE REACHING OUT TO A LOT OF COMPANIES THROUGH SOMETHING THEY JUST RECENTLY EXPANDED UNDER MIKE GALLAGHER WHO LEADS

GLOBAL DEFENSE NOW FOR PALANTIR.
IT IS TO ENCOURAGE SOFTWARE STARTUPS THAT WANT TO DO
BUSINESS WITH THE U.S. GOVERNMENT TO APPLY THROUGH
PALANTIR'S FEDSTART PROGRAM SO PALANTIR CAN HOST THEIR
SOFTWARE FOR A FEE AND HELP YOU WITH

ALL OF THE ACCREDITATION ISSUES
AND THE DIFFERENT REQUIREMENTS AND THE SOFTWARE UPDATES AND
MONITORING AND KEEPING THEM UP-TO-DATE AND CURRENT. THAT IS A BIG DEAL FOR A LOT OF
STARTUPS WHO HAVE DIFFERENT

NEEDS. EVERY AGENCY MIGHT HAVE A
DIFFERENT REQUIREMENT TO COMPLY WITH.
FOR A STARTUP WITH ONLY 20 OR 50 PEOPLE, IT IS HARD TO SET UP
THAT INFRASTRUCTURE. IT TAKES A

LONG TIME. THEY SAID YEARS.
THEY ARE TRYING TO REDUCE THAT DOWN TO SOMETHING SHORTER THEY CAN HANDLE.
THAT IS WHAT PALANTIR IS WORKING TO DO, AND IT IS A
COMPETITION WITH OTHER COMPANIES LIKE SECOND FRONT
ALSO LOOKING TO DO THAT.

CAROLINE:
TRYING TO REDUCE THE COMPLIANCE HEADACHE.
LET'S TALK ABOUT ELSEWHERE IN THE ECOSYSTEM. DATA BRICKS
RAISED $10 BILLION IN NEW FUNDING. THE SOFTWARE COMPANY'S VALUATION IS AT $62
BILLION.

DATA BRICKS IS SAYING IT INTENDS
TO INVEST THE CAPITAL INTO NEW AI PRODUCTS AND SIGNIFICANT
EXPANSION OF ITS INTERNATIONAL OPERATIONS.
COMING UP, SOME TECH M&A NEWS. GRAMMARLY IS ACQUIRING CODA.

THE CEO WILL BE JOINING US NEXT.
THIS IS BLOOMBERG. CAROLINE:
GRAMMARLY IS THE MAKER OF AI-POWERED PRODUCTIVITY SOFTWARE, AND THE CEO OF CODA IS SLATED TO TAKE OVER THE TOP

JOB AT THE COMBINED GRAMMARLY.
COMING TOGETHER. PRODUCTIVITY TOOLS.
WHAT DO YOU OFFER AS ONE? >> I'M EXCITED ABOUT CODA JOINING WITH GRAMMARLY. I'VE BEEN A PERSONAL USER OF THE PRODUCT FOR MANY YEARS.

I AM DRAWN TO THE INNOVATIVE APPROACH. THE REASON THIS HAPPENED IS THE LEADERS OF BOTH COMPANIES GOT TOGETHER, PAINTED OUR VISION FOR THE FUTURE, WHAT WE SAW

WITH AI PRODUCTIVITY.
IT TURNS OUT OUR VIEW WAS NEARLY IDENTICAL.
WE BOTH SAW THE TECHNOLOGY EVOLVING TO USER-CENTERED AI AND A FUTURE WORLD WHERE THE APPLICATIONS WILL NOT FEEL AS ISOLATED, SIDELOADED, RIGID.

INSTEAD, FOCUSED ON THE USER,
ADAPTED TO EACH PERSON. WE WILL BE BUILDING A USER-CENTERED AI PLATFORM OF THE FUTURE FOCUSED ON APPLICATIONS AND AGENTS FOR EVERYBODY. CAROLINE:
IT'S A COMPETITIVE SPACE.

I HEAR AGENTS BEING NAMED BY LARGE, PUBLICLY TRADED BUSINESSES, AND I HEAR OF APPLE TRYING TO MAKE MY EMAIL FLOW EASIER. HOW WILL YOU COMPETE AGAINST BIG TECH AS WELL AS STARTUPS?

>> Start with the term "agent."
I know it is a hot term. I think Grammarly is the
original AI agent. About 40 million users use
Grammarly every day. One of the key things about
that agent is it works right

alongside you.
One of the big innovations Grammarly has worked on is
instead of forcing you to go to some other place, it follows
you into every different

surface, 500,000 applications.
One of the terms the Grammarly team likes to use is the idea
they built this AI superhighway, and it is the gateway to have
agents work with you in every

other tool.
One observation is right now there's only one car running on
that highway. The Grammarly toolset today is
amazing, but what it does is help you with your proofreading.
One of the things we'll do is take one

of the most popular parts of
the Coda product. We will turn it into agents on
the platform. Instead of interacting with
Grammarly as a proofreading agent, you can imagine that now
the suggestions that come to you

will help you craft and send
emails, can help you structure customer conversations, and
update your systems, and we can bring the agents right to the
user. That is one of the main things
we will be working on. Caroline:

You said how your goals at the company were completely in line. Is the goal an IPO in line? A new CTO from Instacart, a new CFO, you with your background

at YouTube and big companies as well as startups, it looks as though you are destined for an IPO. >> I think the goal is to build an enduring company. In this crazy world of AI changing everything we work on,

there is a very small list of companies that can have that meaningful platform to be that future of AI. I think the approach of Grammarly and now with Coda, we can be at the forefront of that. We would like to be one of

those top three or four companies people think of when they think about AI tools. >> Thank you for coming on. Incoming CEO of Grammarly on the combination of Coda and Grammarly. CAROLINE:

a payroll firm and streamline the books. The CEO, Josh Reeves, is in town. CAROLINE: Welcome back to Bloomberg Technology. Look at your markets with all

eyes on the Fed tomorrow. Data set -- data shows the economy is going strong. Chipmakers on the downside, particularly profit-taking at Broadcom.

A look at what is happening in individual movers when it comes to the crypto space. Bitcoin up at $1,108,000. We're still holding on to record highs.

A bit of profit-taking after a 100% run-up this year. Basically, a Bitcoin proxy entering the Nasdaq on Friday. Many feel this will be the beginning of a momentum trade.

Sectors like crypto are continuing to outperform following the election of Trump. Payroll processing company Gusto has a bird's-eye perspective. It has announced a new

partnership with Xero, a leading accounting software platform. Let's ask the CEO and co-founder, Josh Reeves. Josh: Pleasure to be here. Caroline: Let's talk about the partnership and why you are focusing.

Broadcom's Nvidia Moment, Trump Meets With TikTok | Bloomberg Technology

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시장 개요 및 NVIDIA의 주가 조정에 대한 분석.

소매 판매 데이터 이후 시장은 사상 최고치에서 하락했습니다.

NVIDIA는 5% 이상 하락하며 조정 영역에 진입했습니다.

차익실현과 브로드컴의 시장 시그널 등 NVIDIA 조정의 잠재적 이유에 대해 논의합니다.

NVIDIA의 강력한 수익 및 공급업체 의존도 분석.

Broadcom의 주소 지정 가능 시장과 NVIDIA에 미치는 영향에 집중하세요.

퀄컴과 ARM의 충돌 과정과 칩 산업 발전에 대해 논의합니다.

애널리스트의 우려에도 불구하고 충돌하는 퀄컴과 ARM.

ARM 주가는 올해 들어 100% 상승했습니다.

대만의 실리콘 웨이퍼 제조업체가 미국 칩스 앤 사이언스 법에 따라 자금을 지원받습니다.

AI 무역과 칩 부문의 추가 성장 가능성에 대한 논의.

틱톡의 도전과 CEO와 트럼프 당선인의 만남.

EU, 루마니아 선거 개입 가능성에 대해 TikTok 조사.

틱톡 CEO가 트럼프 대통령 당선인을 만나 금지 조치 가능성을 타진합니다.

틱톡의 법적 분쟁과 대법원 상고.

틱톡에 대한 트럼프의 상반된 발언에 대한 토론.

Grammarly의 Coda 인수 및 향후 계획.

Grammarly가 Coda를 인수하고, Coda의 CEO가 합병 회사를 이끌게 될 예정입니다.

사용자 중심 AI의 공유 비전과 향후 플랫폼 계획에 대해 논의합니다.

Grammarly의 AI 에이전트 기능 및 다른 도구와의 통합에 집중하세요.

합병 회사의 기업공개 가능성에 대해 논의하고 영속적인 회사를 만드는 데 집중합니다.

시장 업데이트 및 Gusto와 Xero의 파트너십에 대한 논의.

시장 업데이트: 경제 호조, 칩 제조업체 하락, 비트코인 사상 최고치 경신.

Gusto는 소규모 기업을 위한 급여 서비스 확대를 위해 Xero와의 파트너십을 발표했습니다.

Gusto의 임베디드 급여 모델은 소외된 소규모 비즈니스에 서비스를 제공하는 데 중점을 둡니다.

H-1B 비자 개편과 해외 채용에 미치는 영향에 대해 논의합니다.