Bloomberg Tech

IBM Doubles Down on AI, Palantir Falls Short of Analysts’ Expectations

Bessent Says US Must Win on AI and Quantum; Hollywood Shaken by Tariff Threat

Tariffs Weigh on Amazon and Apple, Increasing US Energy for the AI Arms Race

Instant Reaction: Amazon Gives Weak Forecast on Trade Concerns

Microsoft and Meta Allay Investors’ Tariff Fears; A Court Deals Apple an Epic Blow

Instant Reaction: Microsoft, Meta, Qualcomm Earnings Results

Super Micro and Snap Warn of Economic Headwinds, Grab Raises Forecast

White House Calls Out Amazon, SoFi CEO Weighs in on Earnings and Regulation

IBM Pledges $150B US Investment, Apple Shakes Up AI Unit

Reid Hoffman on AI Investing, Trade Policy, and Doge

Tesla’s Europe Sales Plummet, IBM and ServiceNow Beat Expectations

Tesla’s Earnings Miss, New Crypto Firm Launches with Backing from Cantor, SoftBank

Bridgit Mendler’s Startup Raises $30M to Improve Earth-Space Communication

Alphabet Fights Effort to Break Up Google, Netflix’s “Recession-Proof” Appeal

Nvidia's Jensen Huang Heads to China, Archer Aviation's Air Taxi Plans

Nvidia, ASML Drive Global Tech Rout, Lyft Buys Into Europe

Chips Tariff Probe, Nvidia's Fast Pass

Smartphone Tariff Exemptions, Meta's Antitrust Trial

Introducing: Stock Movers

US-China Tariff Tensions' Impact on Tech Sector

This episode explores the impact of the ongoing US-China trade war on the technology sector, particularly focusing on Apple and the semiconductor industry. Against the backdrop of escalating tariffs, the discussion analyzes the potential consequences for Apple's margins, considering the challenges of shifting iPhone pr...