Caroline Hyde

The power on drop Sunday, and you basically give us the product release roadmap for the early part of this year.

What do we need to know?

Mark, I'm running a 2019-2020 Mac Air with an M1 chip just on the Mac part.

Why would I want to update?

Right.

Time to upgrade.

You have 30 seconds.

Why?

Welcome back to Bloomberg Tech.

I'm zeroed in on the chip sector.

In the session so far, the Philadelphia Semiconductor Index, or SOX, has swung from a decline of about 1% at the open to a gain of now 1.6%.

Really, it's NVIDIA as the biggest points gainer that's pushing higher.

And there was a lot over the weekend about how confident NVIDIA is right now in the infrastructure build-out.

One of the laggards, though, is Micron, down 2.5%.

There was a report over the weekend, we'll bring you the details later in the show, that Samsung, its rival in high bandwidth memory, is going to start shipping latest gen to NVIDIA this month.

Our own colleagues at Bloomberg Intelligence have weighed in this morning saying that actually what's going on with Micron and high bandwidth latest generation 4 is kind of muted.

But right now that seems to be a story in the market.

And again, bring you those deets a little bit later in the program, Karin.

Nora Melinda with the markets wrap, Microsoft up 3%.

I don't know, like I'm trying to think that the anxiety that I was so zeroed in on at the end of last week faded with the Super Bowl.