Macro view: CapEx, earnings and markets

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Oracle’s strong third quarter sales and full year outlook as demand for AI computing shows no sign of letting up. Plus, Meta plans to deploy four new generations of its in-house AI chips by the end of 2027 to help power its rapidly expanding AI workloads. And the CEOs of Uber and Zoox discuss their new partnership that will allow Uber customers to get robotaxis from Amazon's Zoox in Las Vegas, starting this summer.

See omnystudio.com/listener for privacy information.