Ed Ludlow

And for this fiscal quarter, it looks like margins come under pressure.

So do stock buybacks.

But they said, look, in the longer term, they're committed to margin increase, Helena.

I'm looking, though, at the stock that's the lowest since January of last year.

How confident are you and the investor base that they can not get distracted during this M&A process and indeed interweave it well if they manage to clinch it?

I mean, investors just haven't liked the idea of them making this purchase, really.

Since the minute they put their hand in the ring, shares are off by about 30%.

Should they be buying this asset?

How integral is it that they buy this storied Hollywood asset?

But Helena, I look at MrBeast, who has more than 450 million subscribers on his YouTube platform alone, let alone the dominant force of YouTube.

So how do you see the market and who their competitors are?

Helena Wang of Philips Security, staying up late for us in Asia, we so appreciate you having time for us on the show.

Thank you.

Now, let's turn our attention to Nvidia's Jensen Huang.

He plans to travel to China as he works to reopen a crucial market for his company's AI chips.

More on that next.

This is Bloomberg Tech.

We're going to be listening now a little bit more to what's been being said across in Davos.

In particular, we've been hearing from the CEO of NVIDIA, Jensen Huang, who is being interviewed by Larry Fink himself, talking about the trillion dollar opportunity that continues and indeed where we might indeed see job losses or not.

Let's get out to Bloomberg's Ian King, who covers all things semiconductors right now.