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Gerber Kawasaki Wealth and Investment Management co-founder and CEO Ross Gerber previews Nvidia's first-quarter earnings report and what it might signal for the AI industry on "Bloomberg The Close."

Alphabet's Google agreed to create an artificial intelligence cloud business with Blackstone, aiming to compete with companies like CoreWeave in a burgeoning market. The project will rely on an initial $5 billion in equity capital from Blackstone, which will become the majority owner, according to a statement Monday. Bloomberg's Neil Campling explains.

Dell CEO Michael Dell and Nvidia CEO Jensen Huang discuss what they see as the biggest supply chain constraint right now during an interview with Bloomberg's Ed Ludlow on the sidelines of the Dell World event in Las Vegas.

Nvidia co-founder Jensen Huang joined US President Donald Trump on his visit to China as a last-minute addition to the trip, thrusting AI and technology into the spotlight before the high-stakes summit. Other US leaders on the trip include Apple's Tim Cook, Tesla's Elon Musk, Boeing's Kelly Ortberg and Goldman Sachs' David Solomon. Bloomberg's Minmin Low reports from Beijing.

"Risk is on and at higher levels," Bob Sloan, managing partner at S3 Partners, says when discusses short covering in US stocks on "Bloomberg The Close."

Kim Forrest, Bokeh Capital Partners chief investment officer, says Tuesday's selloff is just a pause in momentum for skyrocketing chip stocks, not a shock from a hotter-than-estimated inflation report. She speaks with Ed Ludlow and Caroline Hyde on "Bloomberg Tech."

CoreWeave CEO Michael Intrator characterizes the company's first-quarter earnings as transformational, highlighting strong performance across revenue and operating margins. Speaking on "Bloomberg Tech," Intrator emphasizes robust demand from existing AI-native and cloud customers, as well as new verticals such as trading and finance firms and robotics companies integrating AI at scale.

Advanced Micro Devices gave a strong forecast for the current period while Super Micro Computer shares gained in extended trading after the company reported improved margins. Michael Shepard reports on "Balance of Power: Evening Edition."

Apple has held exploratory discussions about using Intel and Samsung to produce the main processors for its devices in the US. According to people familiar with the deliberations, Apple had early-stage talks with Intel about enlisting the company's chipmaking services. Apple executives also made visits to a Samsung plant under development in Texas. The move would offer a secondary option beyond longtime partner TSMC. Bloomberg's Neil Campling explains.

Wei Li, chief global investment strategist at BlackRock, discusses the outlook for artificial intelligence stocks, capital expenditure and earnings. "We're specifically overweight semis and hardware," Li tells Bloomberg Television.