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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 Edla Lo Loa. I'm Caroline Hyde of Bloomberg's world headquarters in New York.

And I'm Ed Lutlo in San Francisco.

This is Bloomberg Technology.

Coming up, chipmakers, they warn on the impact of the US curbs on China and the stocks they drop.

We'll break down everything you need to know.

Plus we push ahead to earnings as Netflix and Tesla prepare to report results after the bell.

And we return to our New York Tech Week conversations.

We're going to be discussing the state of FinTech and the search for talent here.

I think China is the key story, particularly

in the context of US technology export curbs to China. I want to first go to Europe,

ASML, the Dutch company, a maker of chip making equipment.

And basically, short story, they had earnings, not good,

but the proportion of what the orders they're getting

is increasingly from China, ironically. so they've had to come out and

...