exchanges the Goldman Sachs podcast featuring exchanges on the forces driving the markets and the economy exchanges between the leading minds at Goldman Sachs new episodes every week listen now

what could you do if your data was working for you and not against you. With Bloomberg delivering enterprise

data directly to your systems, you get easy access to the details you want, optimized for

higher level analysis, and financial data experts committed to helping you maximize your

every move. Our data is made for more so you can show the world what you're made of.

Visit Bloomberg.com slash enterprise data to learn more.

Bloomberg Audio Studios.

Podcasts, radio, news.

From the heart of where innovation, money and power collide in Silicon Valley and beyond.

This is Bloomberg technology coming up.

Time is ticking as the government works to avoid shutting down as Trump and Musk wield their political power.

This as the big tech leader, Merrygo Round, Mar-A-ago, continues with Bezos, the latest to try and influence Trump's policies and decisions.

And tis the season for Intel deal-making.

PE firms are competing for Intel's programmable chip arm, Altera.

But let's just get to the broader markets in general.

Push to 2025.

Where should you be allocating?

Hillary Frisch, when police to say is with our senior research analyst at Clearbridge,

with a real focus on software.

And that for me has been the key calling card of December.

November, December was movement from the hardware, from the infrastructure into the software

and the applications of AI. Is that going to run on? That's right. Thanks, Caroline, for having me.

...