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Apple Negotiating Badly: D.A. Davidson’s Gil Luria

Apple could bring iPhone manufacturing to the U.S. in five years and should use that as a negotiating point with the Trump administration, says Gil Luria, Managing Director at D.A. Davidson. He speaks with Caroline Hyde on “Bloomberg Technology.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes…

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Apple could bring iPhone manufacturing to the U.S. in five years and should use that as a negotiating point with the Trump administration, says Gil Luria, Managing Director at D.A. Davidson. He speaks with Caroline Hyde on “Bloomberg Technology.”
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30 Comments

30 Comments

  1. @jasonbtoo

    May 23, 2025 at 3:24 pm

    “Pragmatic” is what I’d like to be able to call this commentary, but it really is promoting “capitulation”. Trump & his administration are objectively *horrible* at running successful businesses. Nobody wants Trump making decisions for Apple & nobody wants Tim Cook to behave as a proxy-Trump at Apple.

  2. @AsiaPrude-de8sm

    May 23, 2025 at 3:25 pm

    At the same time, Microsoft owes me decades worth of dividends and Amazon/Azure owes me two billion dollars. I think it’s time that everyone negotiates a payment plan to stay out of hot water.

    • @AsiaPrude-de8sm

      May 23, 2025 at 3:40 pm

      Also, I’ll take 1 billion year from Apple until they figure it out.
      Apple Pay is secure.

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    May 23, 2025 at 3:36 pm

    This guy has no idea what he’s talking about

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    May 23, 2025 at 5:23 pm

    Sell sell sell apple. They are hard headed. It would cost an additional $4.50 to make an iPhone in the USA. Apple is just brain dead

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Bloomberg Technology

Alibaba’s AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026

Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba’s profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft’s largest AI customers, and at defense tech startup Castelion’s plans to boost production of its hypersonic missile systems. 00:00:00 –…

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Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba’s profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft’s largest AI customers, and at defense tech startup Castelion’s plans to boost production of its hypersonic missile systems.

00:00:00 – Bloomberg Tech Begins
00:01:49 – Peter Elstrom, Bloomberg News
00:04:44 – Marta Norton, Empower
00:12:39 – Vlad Tenev, Robinhood CEO
00:15:06 – Brody Ford, Bloomberg News
00:19:51 – Rachel Metz, Bloomberg News
00:24:03 – Rebecca Torrence, Bloomberg News
00:26:18 – Andrew Kreitz, Castelion
00:33:24 – Navin Chaddha, Mayfield
00:41:18 – Greg Ryan, Bloomberg News
——–
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Bloomberg Technology

Mayfield Bets on AI’s Earliest Founders

Mayfield has invested more than $3 billion in AI companies, much of it before founders have built a product or even formed a company. Managing Partner Navin Chaddha joins Bloomberg to discuss why he sees AI as a “100x opportunity,” why venture returns still depend on finding a handful of exceptional founders, and why Mayfield…

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Mayfield has invested more than $3 billion in AI companies, much of it before founders have built a product or even formed a company. Managing Partner Navin Chaddha joins Bloomberg to discuss why he sees AI as a “100x opportunity,” why venture returns still depend on finding a handful of exceptional founders, and why Mayfield is resisting the industry’s push toward ever-larger funds to stay focused on early-stage investing. He joins Ed Ludlow on “Bloomberg Tech.”
——–
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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

The Defense Startup Taking a SpaceX Approach to Missiles

Defense startup Castelion has raised $1 billion at a $13 billion valuation as it races to scale production of its Blackbeard hypersonic weapon system and develop new long-range and defensive capabilities. Co-founder and CFO Andrew Kreitz discusses why manufacturing thousands of weapons at low cost is the company’s central challenge, and how his experience at…

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Defense startup Castelion has raised $1 billion at a $13 billion valuation as it races to scale production of its Blackbeard hypersonic weapon system and develop new long-range and defensive capabilities. Co-founder and CFO Andrew Kreitz discusses why manufacturing thousands of weapons at low cost is the company’s central challenge, and how his experience at SpaceX shaped Castelion’s approach. He joins Ed Ludlow on “Bloomberg Tech.”
——–
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