with caroline hyde and ed ludlow. caroline: welcome to a special edition of "bloomberg technology ." we are live from the humanx conference in las vegas where we are talking to the biggest a.i. industry leaders, thought leaders, builders of companies, decision-makers. plenty to come. it is the private sector, but we have to articulate the public sector. another key set of anxiety building among the latest set of tariffs and concerns of energy. vonnie quin has the latest. >> the market has been doing a three point turn several times. we are returning lower. the s&p 500 down about .8%. you can see the chart and the upheaval in the market. partially thanks to a truth social post on part of the president who said he's going to double the already 25% tariffs that were due to go on steel and aluminum imports at midnight. that will be 50% according to the president as of this moment. at that moment we saw the vix spike above 29, the highest it has been since well before december. only spikes past 25 in december. the last two

caroline hyde and ed ludlow are off. i'm roman -- romaine bostick in new york.'m jackie davalos in washington. romaine: big news out of washington, moving partly on the back of economic data, partly on the back of what we talked about on friday, which was that recheck of valuations, big buyers coming in trying to boost tech stocks. that trade fading a little bit here on this monday morning. nvidia leading the charge from a down about 5% here on the day. when we take a look at the rest of the mag7, a bit of a mixed bag. a lot of people are taking a look at the valuations we've seen over the past few days and weeks, the mag7 as a whole in correction territory. maybe that is a defining moment for some investors, but for others, may best to stay on the sidelines. jackie: alexis ohanian, the cofounder of reddit, could get involved with another social media platforms. he's joining frank mccourt in a bid to buy tiktok's u.s. operations as a strategic advisor, according to reuters. now, they company bytedance is experiencing a reversal of fortunes since the potential ba

: live from new york, i am caroline hyde. ckie: i'm jackie in washington. caroline: we get straight to the markets because see a market that braces for possible changes to the tariffs on china and mexico. all of this being suggested by howard lutnick in a bloomberg interview. we are seeing nasdaq 100 flat on the day on the downside, pulling a slower in terms of points respective is the likes of apple which is pulling a slower, nvidia pulling a slower. microsoft, broadcom and the chip names doing relatively well. the nasdaq golden dragon up 4.9%. we are basically being bounced around by the latest headlines. we have so much debate when it comes to the market and earnings with crowdstrike looking burst in the market had braced for. crowdstrike trading off significantly by some 8%, off as much as 12% at one point as the hit to the entire global breakdown in software we saw last summer. shares still having an effect as we saw worse than expected earnings outlook for this company. let's dig with all of this with isabelle lee. we ha

>> this is bloomberg technology with caroline hyde and ed ludlow. caroline: welcome to a special edition of bloomberg technology. i am caroline hyde cut right here in las vegas. we are live from the conference and we are talking to some of the biggest industry leaders and decision-makers in the ai space. you can see a key lineup of expertise. we get into these public markets because anxiety builds around further tariffs and we see a national state for emergency declared around electricity with concern about further tariffs on goods coming in from canada. nvidia down by .6 percent. oracle is not living up to expectations. tesla higher by .5%. they sink more than 15% yesterday but president trump says he is buying it has left as he sees some of the concerns surrounding elon musk and how it is feeding into the demand side. but let's move on to the discussion of how public markets feed into private markets. how does one think about startup space as we contend with this growth anxiety? as we contend with tariff anxiety? sequoia capital partners, someone w

live from new york, i'm caroline hyde. jackie: and i'm jackie the vallas in washington. caroline: the white house crypto summit as trump signs the bitcoin reserve executive order, white house ai crypto czar david sachs joins us to discuss. ai spending going strong as broadcom gave an upbeat forecast with ai being a key driver in the first quarter. hpe is out with earnings but shares are tumbling because of tariffs. breaking news moments ago, russia is willing to discuss a potential truce with ukraine, but it is with conditions. they are willing to discuss a temporary truce if there is towards a final piece settlement. what's the nuance? kaylee: -- kailey leinz: we just broke the story, but this is apparently something that russia presented in saudi arabia in talks last month, a suggestion that they are willing to agree to a temporary truce provided there is an effort towards a peace deal that russia likes. specifically what they have asked for is clear guidance on the parameters of peace and what that would look like and specifically what a peacekeeping mission in ukrain

i'm caroline hyde in new york. jackie: i'm jackie in washington. let's check in on the semi conductor index. at one point, every single member of this index was in the red. we've got to dig into the individual movers that push us lower. whether or not it is about trade. we have nvidia off by 2.4%. can they shake off the anxiety? we are still seeing the big hyper scalars pouring money into custom silicon. they have shed 200 billion dollars in market capitalization alone this year. they actually beat expectation. they say they will have revenue of more than 60% growth. not enough for the investor base as they are still so worried about whether we have seen too much hype in some of these names. jackie: there is anger in canada towards president trump and his advisor elon musk putting on pressure on elon musk's satellite business starlink. bruce einhorn joins us now for more. help us understand the stakes here for starlink. how much of a footprint do they have in canada versus other customers? bruce: starlink has a big market in canada, canada is their

>> this is bloomberg technology with caroline hyde and ed ludlow. caroline: live from new york, i am sonali basak. >> this is bloomberg technology. coming up, stocks rebound after a positive inflation reading. the relief comes after some market turmoil this week on the back of president trump's tariffs. we will dive into what is behind the retreat from lusk's ev company with tesla being the biggest decliner in the index this year. spacex's crew x is launching this evening for a relief mission for nasa astronauts at the international space station. first, let's check on the markets. solani: i want to bring you into the nasdaq 100, jackie. we started strong. we are losing some of that steam. looking at the nasdaq 100 come currently up white 4%. remember, we have had a lot of malaise in recent days. let's look at the philadelphia semiconductor index because that has been harder hit this year. you are seeing a little bigger again in the index, up almost 2% today. part of that is because of intel, still up 2.6%. again, not as much was up earlier in the da