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Apple Has More Room to Grow, Neuberger Analyst Flax Says

Apr.28 — Daniel Flax, Neuberger Berman senior research analyst, discusses the key takeaways from Apple’s second-quarter earnings report with Bloomberg’s Joe Weisenthal and Caroline Hyde on “Bloomberg Markets: What’d You Miss?”

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Apr.28 — Daniel Flax, Neuberger Berman senior research analyst, discusses the key takeaways from Apple’s second-quarter earnings report with Bloomberg’s Joe Weisenthal and Caroline Hyde on “Bloomberg Markets: What’d You Miss?”

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7 Comments

7 Comments

  1. Whoa This Is A Name

    April 28, 2021 at 10:00 pm

    Could not have talked around the actual point better.

  2. mrPmj00

    April 28, 2021 at 10:02 pm

    For streaming stocks, BUY Amazon Prime, Disney +, Netflix.

    Profitable companies are Amazon, Apple, Facebook, Nvidia, Microsoft, Netflix, Zoom so these are the stocks you want to own.
    Also buy Wells Fargo, Disney for the recovery….;;

  3. kris ertmer

    April 28, 2021 at 10:12 pm

    IF I WAS APPLE I’D GET INTO E-COMMERCE AND BECOME THE NEXT AMAZON. I’D INVEST IN HIGH YIELD OUTSIDE COMPANIES AND WORK ON APPLE’S ACQUISITIONS OF COMPANIES THAT OUTPERFORM. I’D MAKE A SEARCH ENGINE WITH ADS BASED ON A MORE ADVANCED SIRI OR GOOGLE-LIKE SEARCH ENGINE. AND I’D MANUFACTURE CHIPS AND COMPONENTS FOR OTHER COMPANIES. I’D ALSO MAKE A GAMING PHONE. AN APPLE TOYOTA CAMRY,COROLLA,AND TACOMA AND AN APPLE TESLA WOULD MAKE THEM MONEY.
    THEY COULD EVEN SELL APPLE HOMES.

  4. Jonny B

    April 28, 2021 at 10:27 pm

    The market size that EVs open up to Apple is gonna be interesting. I wonder if they end up like E Corp

  5. Rayman

    April 28, 2021 at 11:15 pm

    Apple is a huge buy over the next 5-10 years. M1 Macs, Wearables in healthcare and autonomous driving not to mention AR and VR.

  6. V Sohn

    April 28, 2021 at 11:52 pm

    “But, is it sustainable?” No, after the WFH the company will collapse. OK, it may last the next 2 to 3 years. The company needs to resort to share buyback to prop up the stock price. The street is always right.

  7. skyak

    April 29, 2021 at 12:04 am

    Expectations were high but this tops them all. I can’t believe EVERYTHING beat! Every product line. Every market….

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Bloomberg Technology

Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026

Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity…

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Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity tests.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:29 – Bloomberg’s Ryan Vlastelica Discusses Apple Falling as Supply Shortages Hurt Sales Forecast
00:03:04 – Jordan Klein, Mizuho Securities Managing Director, TMT Sector Specialist
00:10:39 – Bloomberg’s Peter Elstrom on Moonshot
00:14:09 – Bloomberg’s Patrick Howell O’Neill on Anthropic’s AI Models Hacking Organizations in Testing
00:17:01 – Bloomberg’s Hema Parmar on Situational Awareness’ Losses Raising AI Fears
00:19:08 – Bloomberg’s Craig Trudell Discusses Tesla
00:24:10 – Nancy Tengler, Laffer Tengler Investments CEO and CIO
00:30:19 – Claire McDonough, Rivian CFO
00:32:43 – President Donald Trump Holds Cabinet Meeting from Camp David
00:36:49 – Deena Shakir, Lux Capital Partner
00:44:59 – Bloomberg’s Brody Ford on Microsoft’s Pledge to Remain Cash Flow Positive
——–
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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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Bloomberg Technology

Moonshot’s Kimi Built With Nvidia Compute

Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”…

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Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

The Next AI Boom Is in Health Care and Robotics, Says Lux Capital’s Shakir

Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow…

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Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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