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With AI stocks soaring this year, Viking Global Investors told clients that its conservative position on the sector was a "missed opportunity." The firm's flagship hedge fund gained just 2.6% in the first half of the year, trailing peers with greater AI exposure. And yet, the firm doesn't plan to change course. Bloomberg's Hema Parmar joins Ed Ludlow on "Bloomberg Tech."

President Donald Trump has increasingly flashed frustration with the war in Iran, as the conflict that his team once predicted would end in a matter of weeks stretches into its fifth month and fighting intensifies. Tom Karako, director of the missile defense project at the Center for Strategic and International Studies, joined Balance of Power saying Iran's ability to continue firing missiles shows the limits of the US fighting by air and not on land.

AMD is teaming up with Cerebras on a new server designed to slash response times, taking direct aim at Nvidia and promising some of the fastest AI systems on the market. Cerebras CEO Andrew Feldman explains how the partnership works, why speed is becoming the next battleground in AI infrastructure, and what it means for the rapidly evolving AI chip market. He joins Ed Ludlow on "Bloomberg Tech."

As SpaceX prepares for another Starship test flight, Bloomberg has learned the company is already turning away some Falcon 9 launch customers beyond 2028 as it shifts resources to its next-generation rocket. Bloomberg's Sana Pashankar explains why Starship is central to SpaceX's ambitions. She joins Ed Ludlow on "Bloomberg Tech."

Major tech leaders took to social media to tout the benefits of open-weight AI models in a letter signed by Nvidia, Meta, Microsoft, Andreessen Horowitz and others. This comes as Moonshot's Kimi K3 has been shaking the AI industry, with the debate intensifying over China's latest AI breakthroughs and the rise of open-weight models. Michelle Giuda, CEO of the Krach Institute for Tech Diplomacy at Purdue, joins Ed Ludlow on "Bloomberg Tech" to discuss why the US needs to accelerate its own open-weight AI ecosystem.

Dr. Jennifer Doudna won the Nobel Prize for pioneering gene-editing technology CRISPR. Today, Scribe Therapeutics, the company she co-founded, just raised $128.7 million in its IPO for a much bigger ambition: using CRISPR to prevent heart disease. Scribe Therapeutics co-founder and Scientific Advisor Jennifer Doudna joins Ed Ludlow on "Bloomberg Tech" from the Nasdaq.

Singapore Exchange CEO Boon Chye Loh says the exchange plans to launch new MSCI-linked derivatives by year-end. He tells Dani Burger and Isabelle Lee on Bloomberg Open Interest that about 50 companies are in SGX's IPO pipeline. Bloomberg has collaborations with SGX.

President Trump says the US will immediately start a Section 301 investigation into the European Union's practice of "'ROBBING' American Companies and, in turn, the American Taxpayer," after the EU fined US tech companies. Bloomberg's Jeff Mason joins Balance of Power to discuss.

US President Donald Trump threatened a fresh set of tariffs on products from the European Union in response to the bloc's $1 billion ( 890 million) fine of Alphabet Inc.'s Google. Jeff Mason reports on Bloomberg Television.

Sanofi (NASDAQ:SNY) ended amlitelimab’s atopic dermatitis program after reviewing efficacy and safety evidence from its Phase 3 studies.

Dan Ives Partner and Senior Managing Director at Yorkville Ives & Co joined Bloomberg Intelligence to discuss Intel and preview next week's tech earnings. He said that Intel's becoming the comeback kid and that for the first time in 30 years, the US is ahead of China when it comes tech.

Edward Yardeni, Yardeni Research president, says the Federal Reserve may need to raise rates three times to solve the inflation problem. He speaks on "Bloomberg Money."