Caroline Hyde

The conference is on in Las Vegas.

We're going to sit down with Swami Sivasubramanian, vice president of agentic AI for that company.

This is Blue Bag Tech.

Welcome back to Bloomberg Tech.

We check in on these markets that are losing a bit of their earlier steam.

We're still holding on to three tenths percent higher.

But remember, we're up more than a percentage point in earlier trading as Nvidia perhaps loses some of its edge in terms of points perspective.

Apple leading the charge right now.

Intel as well.

I'm looking at Bitcoin, though, still holding on to its gains.

Best day since May.

We're now at the highest level, 90,299.

since the end of November, so a few days, but we're up 4.7% as we see a little bit of shifting in sentiment.

Let's look at key name that has shifted in sentiment.

It was beaten up in November.

Now we're still up 2%, let's call it.

We're rolling over somewhat, but Palantir and other AI names have seen a bit of love today.

It seems as though Palantir could be a trillion dollar company.

That's what Dan Ives has been saying on the day, but really he's looking at big tech and Mag7 to add 20, 25% in terms of share growth for 2026.

But for now, we return to one of the key mag seven in that pile, and it is Amazon, and its AWS event is upon us in Las Vegas.