Bloomberg Technology
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?”
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…
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.”…
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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Whoa This Is A Name
April 28, 2021 at 10:00 pm
Could not have talked around the actual point better.
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….;;
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.
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
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.
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.
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….