Bloomberg Tech: Microsoft & Alphabet Earnings, Anthropic IPO, Apple MacBook Pro Touchscreen, and SK Hynix Memory Boom

This episode of Bloomberg Tech covers a packed day of tech news, centering on the highly anticipated after-hours earnings from Microsoft and Alphabet, Anthropic's IPO preparations involving J.P. Morgan for its U.S. retail offering, and Apple's upcoming MacBook Pro with touchscreen functionality. The program also examines SK Hynix's sevenfold profit surge, Physical Intelligence's potential $20 billion valuation, and the intersection of AI with gaming and data center infrastructure.

■ Microsoft & Alphabet Earnings Preview
- Azure and Google Cloud growth expectations, with analysts watching capex versus free cash flow
- Google's search business and TPU chip sales as new revenue streams
- OpenAI reportedly in talks to purchase Google TPUs directly
- Expert commentary on when AI spending losses may trough and return to positive cash flow

■ Anthropic IPO & AI Regulation
- J.P. Morgan tapped to lead the U.S. retail component; Citigroup handling international retail
- S-1 filing discloses risks including potential government retaliation over AI safety advocacy
- Legislative and export control risks outlined across 90 pages of risk disclosures

■ AI Infrastructure & Memory Chips
- SK Hynix posts sevenfold profit surge with $45B additional buyback; sold out through 2029
- Data center community impact discussion with Host Digital Chairman Shawn Matthews
- NVIDIA-backed Zan Corp's $3B loan for GPU purchases in Indonesia

■ Gaming, Startups & Apple
- EA co-founder Bing Gordon discusses his new book on game design principles and AI's role in game development
- Physical Intelligence in talks to raise $1B at nearly double its $11B valuation for robotics AI
- Apple expected to unveil touchscreen MacBook Pro with OLED at a starting price near $2,900

Investors, tech industry professionals, and anyone tracking the AI capital expenditure cycle will find expert analysis and market-moving insights across these topics.