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Broadcom Follows Oracle in Disappointing AI-Focused Investors | Bloomberg Tech 12/12/2025

December 15, 2025
in AI & Technology
Reading Time: 1 min read
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Bloomberg’s Ed Ludlow and Caroline Hyde break down Broadcom’s plunge after the company’s sales outlook failed to meet investors’ lofty expectations. Plus, China eyes the largest ever state-backed incentives for its pivotal chip sector, and White House AI Czar David Sacks joins to weigh in on President Trump’s executive order aimed at limiting state-level regulation of AI.

Chapters:
00:00:00 – Intro
00:07:55 – China Plan May Set Record for Chipmaker Support
00:13:50 – Allspring Global Investments Senior Portfolio Manager Margie Patel
00:23:25 – Rivian Shares Rally After Thursday’s AI-Day Rout
00:34:29 – White House AI & Crypto Czar David Sacks
——–
“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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