Caroline Hyde

We're back into risk-on mode, tentatively so, across the benchmarks.

We're looking at the Nasdaq 100 up 0.9%.

Of course, Nvidia leading the chart in terms of points, but all of some of the MAG7 really dominating on the day.

You're looking at Bitcoin even getting a bid.

Yesterday, it was woeful.

Today, we find some sort of stability.

We're up more than 5%.

In fact, largely crypto is in the green.

We also turn our attention to some of the key MAG7 that we want to look at in terms of their own events, their own announcements.

And I'm looking at what's happening with Amazon.

We're currently trading up 1.5%.

We're getting a little nudge higher on some new news coming out about its own large language models, about updates, of course, to its own AI agentic focus.

And key has got to be Tranium 3, all about its chips.

Let's get straight over to Ed Ludlow.

You're in Las Vegas at the reInvent event.

I mean, the eye, the focus must be so trained on what's just been seemingly a positive thrust for Google when it all comes down to its own chips right now.

It's all about TPU.

It's all about chips, but it's also about their own innovations when it comes to large language models.

Lest we forget, yes, they've got an integration of OpenAI and Anthropic Cloud, but they've also been moving the needle on Nova 2.

Yeah, we've got so many conversations come up in this show.