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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.

  3. @lookerla69

    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

Musk’s Boring Co. Gets $23 Billion Valuation

Elon Musk’s Boring Co. secured $3 billion in fresh investment backed by the United Arab Emirates and affiliated entities, in a funding round valuing Elon Musk’s tunneling startup at $23 billion. Bloomberg’s Kiel Porter has the details and joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:  …

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Elon Musk’s Boring Co. secured $3 billion in fresh investment backed by the United Arab Emirates and affiliated entities, in a funding round valuing Elon Musk’s tunneling startup at $23 billion. Bloomberg’s Kiel Porter has the details and joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

BofA: Apple’s Ternus Era Starts With Innovation, AI

Bank of America says John Ternus’s first major product launch as Apple CEO reinforced the company’s focus on product innovation, privacy and increasingly personalized AI. Wamsi Mohan, managing director and senior equity research analyst at Bank of America sees the new foldable iPhone Duo expanding Apple’s addressable market, while on-device AI and Private Cloud Compute…

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Bank of America says John Ternus’s first major product launch as Apple CEO reinforced the company’s focus on product innovation, privacy and increasingly personalized AI. Wamsi Mohan, managing director and senior equity research analyst at Bank of America sees the new foldable iPhone Duo expanding Apple’s addressable market, while on-device AI and Private Cloud Compute could make Siri more capable without sacrificing user privacy. He joins Ed Ludlow on “Bloomberg Tech.”Bank of America says John Ternus’s first major product launch as Apple CEO reinforced the company’s focus on product innovation, privacy and increasingly personalized AI. Wamsi Mohan, managing director and senior equity research analyst at Bank of America sees the new foldable iPhone Duo expanding Apple’s addressable market, while on-device AI and Private Cloud Compute could make Siri more capable without sacrificing user privacy. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Everything You Need to Know About Apple’s iPhone Duo

Bloomberg’s Ed Ludlow discusses Apple’s iPhone Duo with Bloomberg’s Mark Gurman, from its anticipated reception with consumers to what it means for Apple’s new era under CEO John Ternus. Plus, the AI chip race is moving to inference. And, Elon Musk’s Boring Co. reaches a $23 billion valuation. 00:00:00 – Bloomberg Tech Begins 00:01:05 –…

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Bloomberg’s Ed Ludlow discusses Apple’s iPhone Duo with Bloomberg’s Mark Gurman, from its anticipated reception with consumers to what it means for Apple’s new era under CEO John Ternus. Plus, the AI chip race is moving to inference. And, Elon Musk’s Boring Co. reaches a $23 billion valuation.

00:00:00 – Bloomberg Tech Begins
00:01:05 – Mark Gurman, Bloomberg News
00:06:30 – Saira Mailk, Nuveen
00:13:03 – Peter Elstrom, Bloomberg News
00:15:02 – Sid Sheth, D-Matrix
00:23:02 – Anurag Rana, Bloomberg Intelligence
00:26:04 – Wamsi Mohan, BofA Securities
00:33:48 – Mitesh Agrawal, Positron
00:41:34 – Kiel Porter, Bloomberg News
——–
“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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