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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.

Thank you. Bloomberg Technology with Caroline Hyde and Ed Ludlow.

Live from New York, I'm Romain Bostic. And I'm Jackie Davalas in Washington. This is Bloomberg Technology.

Coming up, Trump and TSM are expected to announce a $100 billion investment in the U.S.

That's according to reports.

Plus, we'll dig into the potential impact of the U.S. tears on the tech sector, especially chips, as that deadline approaches.

And Enora dominates the 2025 Oscars while Disney's Hulu takes a hit crashing during the ceremony.

We'll have all the details.

But first, let's get a check on those markets.

What are you seeing, Romaine?

There's a lot to check here. Right now you're looking at a market that has really been on a roller coaster ride,

the intradate chart of the NASDAQ 100, really indicative of that.

We came into this morning with an expectation of a continuation of that tech rebound

off of that strong rally on Friday.

But that got kneecapped about 30 minutes into the session.

Some economic data showing

further contraction in the manufacturing sector here in the United States combined with an increase

in the price index here. Inflationary pressures rearing their head. But then guess what?

A little bit of a repeat came in just around a little bit around 1030 here in New York City.

Headlines from the Wall Street Journal saying that the Trump administration does plan to announce further investments in the chip space here in the United States.

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