Caroline Hyde

Welcome back to Bloomberg Tech.

We have a deal of sorts this Monday, and that's Nvidia investing $2 billion into Synopsys, a leading name in electronic design automation software, or EDA, basically the software tools that help you lay out a chip's design.

NVIDIA buying in at $414.79 a share.

Synopsys currently trading at $432.53.

It's an engineering agreement.

NVIDIA Tech integrated into the Synopsys platform.

But what it does not include is any mandatory requirement for Synopsys to buy NVIDIA GPUs.

Here is NVIDIA CEO Jensen Wang speaking an hour ago.

From AI deals to holiday shopping deals, consumer spending is showing some resilience, even if discounts this year haven't been as steep as in the past.

So what are we seeing this Cyber Monday and in e-commerce sales more broadly?

Bloomberg's Spencer Soper joins us now.

The stats, please, for this Cyber Monday.

Yes, still very early.

So people who waited a little longer are getting a little bit better deal.

Spencer, I think there's a lot of value for the Bloomberg Tech audience to hear from you, which data sets you're tracking, which platforms we pay most attention to.

And throughout the last few days, if there's any kind of bigger picture consumer behavior trends that you've spotted.

I think even data providers are being a little more cautious because we are getting the data a little more slowly.

This is our first year, our first holiday shopping season with, you know, since the tariffs were announced.

And also we had the big government shutdown.

So there's a lot of mixed signals going in.