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

San Francisco.

This is Bloomberg Tech. Coming up, Anthropic introduces an updated version of its widely available

AI model Opus 4.7, just a week after its limited release of Mythos.

Plus, Elon Musk is kicking his terrafab plan off into high gear. Even as skepticism grows from the semiconductor industry.

And TSM reports a big surge in profit and raises its revenue outlook for 2026,

driven by strong demand for AI chips.

There is so much AI news out today, but there's still the geopolitical global context

that investors are currently trying

to navigate. And it's a tough one. Stocks as we speak at new record highs. There we are. Come closer.

We're up almost two-tenths percent, and NASDAQ, therefore, up for a 12th straight day,

the longest winning streak since 2017. But longer-term peace process is needed in the Middle East.

All remains elevated, concerns

about the whole moose straight, of course. But at the moment, tech has been leading the

charge and it continues to as we see it on the day higher. And then it's looking at it on the 12

days higher. We're now seeing that extraordinary run, 14% higher ed, more broadly. But we've

got to be talking as well about Anthropic,

introducing an updated version of its widely available AI model opus, of course,

barely a week after its limited release of a more advanced offering called Mythos.

Now, Bloomberg's Rachel Metz joins us for a little bit more,

and we want to get into a broader market context in a minute.

...