. >> and i'm jackie davalos in san francisco. this is bloomberg. >> investors unsure of a new a.i. product salesforce. and we sit down with the c.e.o. of amazon after they unveiled the long awaited a.i. version of alexa and its new quantum computing chip. first a look at the markets. this is a macropicture that weighs heavily on the market. innvidia figures did not do enough. whether blackwell is ramping up fast enough to offset some of the losses. new cycle of scaling loss that come from reasoning models. other names we'll be diving into. salesforce up 2%. agent force not bringing in the revenue as quickly as had been anticipated. a can you quantum chip and most noticeably, the a.i. infusion. we now want to welcome amazon's president and c.e.o. andy jesse. great to have you on. >> thank you for having me. >> back home where you grew up. how is a.i. infused alexa+ going to excite your customer base? >> alexa has been around for 10 years, we have 600 million devices in customers' homes and cutoffses and alexa+ is our next generation aelectiona perm system. she's more capable and use

jackie: and i'm jackie davalos in san francisco. we're trying to understand the ramification of what a 25% tariff on autos would look like on the market and we're seeing a sell on the nasdaq. and yesterday's sell-off after a 20-day run-up, we start to question the market capitalization and the run-up we've seen in the stock and down by 1.2%. bumble is falling on the back of its earnings. dating apps, seeing executive turnover and seeing a questioning of really how they try to update the app and the earnings didn't look as good as have been anticipated or worse than anticipated and up by 25%. eithery also -- etsy also down. gross merchandise sales coming in weaker than expected. first quarter, not looking so strong. and this as they see good profitability numbers but worry we'ring about numbers. let's move on and what's happening in the world of crypto. bit coin is up 1.4% and has been hammered hard the last few trading days but trading at more around a $96,000 level and well off those highs, jackie. jackie: the crypto market's enthu

jackie: i'm jackie davalos. caroline: apple to spend $500 billion in the u.s. and boost hiring as it seeks relief from trump's tariffs. plus, microsoft cancel some leases for u.s. data center capacity, according to td cowen. how's the company's ai computing strategy changed? and a look at how elon musk's orders are dividing the trump administration. we were down on friday. we continue on the lower side. dig into what is the point higher and the drags more broadly. apple has been bouncing around on the back of its news that we are currently up 0.6% on the juggernaut to invest billions in the u.s., but less than $40 billion per year on increase on previous spending habits. we will discuss. microsoft the put word of the day come off by more than a percentage point. this is as microsoft is potentially in an oversupply position coming to its data center capacity. a friday note saying they are avoiding leases in the u.s., checking on the fact that there may be a pullback. the note saying they may be reallocating from the u.s. from abroad. microsoft has thus far decli

. >> i'm jackie davalos in san francisco. this is "bloomberg technology ."aroline: apple in the geopolitical crosshairs. alphabet shares tumble after posting slower growth in its cloud business, and a $75 billion expenditure commitment. amd falls on a disappointing outlook for its chip growth. that and so many more earnings coming up but first we check on the markets. perhaps a macro perspective on the nasdaq but more broadly tech earnings off a 10th of a percent after yesterday's rally. i want to shine a light of what is happening with alphabet. 75 billion dollars to expand ai and data centers but still people want to see the return on ai. amd, we need return on ai here too. down 9%. apple off by 1.3%. a key issue here is china and the u.s. and a potential antitrust probe coming from china regarding its app store. let's get to it. the timing here is of course amid this tit for tat with u.s. and china and tariffs, but this started before trump came to office. >> that is exactly right. what we heard from sources is that beijing regulators are looking at apple

. >> and i'm jackie davalos from san francisco. this is "bloomberg technology." caroline: china retaliates with its own tariffs on the united states, plus palantir sores to a new record as earnings show untamed growth for its ai software. and spotify shares surging after its first annual profit. we start there with a markets check. let's get to it with the nasdaq currently making up for yesterday's selloff. we are currently up more than 1%, and in terms of contributors it is all about palantir. have a look at what the fundamentals of certain businesses are doing to this index. palantir, up 26%, a new record high as we see untamed organic growth when it comes to ai. they win on commercial, they win on government. spotify also added new record come up almost 10% as they and to users and also the first prophet ever in terms of an annual profit. alphabet up 2.5%. they are coming with their earnings after the bell. we will get to the earnings, but this is also an antitrust investigation story. from china. this as we see china retaliate to the tariff potential coming f