Hi, I'm Lisa Mateo, introducing you to the new Stockmovers report from Bloomberg.

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Bloomberg Tech is live from coast to coast with Caroline Hyde in New York and Ed Lovelow in

San Francisco.

This is Bloomberg Tech.

Coming up, the White House says Apple will commit to spend another $100 billion on domestic manufacturing.

Plus, we speak with AMD CEO, Lisa Sue on the back of the company's earnings.

And Bloomberg reports open AIs in talks for a potential insider share sale that would value the company at $500 billion.

Extraordinary valuations. I turn my attention to the companies that are already public and already reporting earnings, Ed.

And actually I'm on the downside. They're all in the red at the moment, quick whip through what AMD is up to.

Down the worst since October 2024, this is the China concerns, the idea of when we're going to see MI308 actually

getting into the hands of Chinese customers not enough clarity we dig into

that with Lisa Sue a little bit in the show because remember the earnings did

...