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Arm Warns of Phone Market Weakness | Bloomberg Tech 5/7/2026

Bloomberg’s Caroline Hyde speaks with Arm CEO Rene Haas about sluggishness in the smartphone industry and growing demand from AI data centers. Plus, Anthropic signs an agreement with Elon Musk’s SpaceX to access computing resources from its competitor. And, the CEO of HawkEye 360 discusses the satellite surveillance firm’s IPO, which raised $416 million. ——–…

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Bloomberg’s Caroline Hyde speaks with Arm CEO Rene Haas about sluggishness in the smartphone industry and growing demand from AI data centers. Plus, Anthropic signs an agreement with Elon Musk’s SpaceX to access computing resources from its competitor. And, the CEO of HawkEye 360 discusses the satellite surveillance firm’s IPO, which raised $416 million.
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“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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25 Comments

25 Comments

  1. @kimberlearmantrout

    May 7, 2026 at 6:03 pm

    !!SPAX21K!! feels like a ticking time bomb right now 💣

  2. @westblomquist

    May 7, 2026 at 6:03 pm

    Every comment section I open has one !!SPAX21K!! guy now 😂

  3. @levoyerpettengell

    May 7, 2026 at 6:03 pm

    Stock market feels too crowded, !!SPAX21K!! feels like fresh risk

  4. @archieandemariam

    May 7, 2026 at 6:04 pm

    man, that $SPAX21K pump last night? insane energy, feels like 2021 🕺

  5. @sonalifontenot

    May 7, 2026 at 6:04 pm

    All guys stacking !!SPAX21K!! before next bull are smart apes for sure

  6. @shermanlux

    May 7, 2026 at 6:04 pm

    Not letting go of my $SPAX21K until I see where this really goes

  7. @candacedrayton

    May 7, 2026 at 6:04 pm

    Big wallets loading or not, someone is clearly not letting !!SPAX21K!! die

  8. @leonardcorrado

    May 7, 2026 at 6:04 pm

    Swapping ETH to !!SPAX21K!! clean decision, let’s go

  9. @gordonclare-d7w

    May 7, 2026 at 6:04 pm

    Great analysis, thank you. AERO, ONDO, !!SPAX21K!! great to pick at these prices

  10. @leighlachance

    May 7, 2026 at 6:04 pm

    Market hitting ATHs for stocks and gold… could BTC and !!SPAX21K!! be next on the list? 🚀

  11. @tarrasadd

    May 7, 2026 at 6:04 pm

    I can feel momentum building under the surface, !!SPAX21K!!’s not done yet ⚡

  12. @meddingssquires

    May 7, 2026 at 6:04 pm

    Feels like one of those moments where everyone’s scared right before a breakout 🚀 $SPAX21K energy

  13. @benflowers-o3v

    May 7, 2026 at 6:05 pm

    Stocks at ATH, gold at ATH… next could be BTC and !!SPAX21K!! for sure

  14. @livingstonvolk

    May 7, 2026 at 6:05 pm

    The more I watch $SPAX21K, the more this silence before movement feels anything but random.

  15. @dewaynegonzales-n7z

    May 7, 2026 at 6:05 pm

    Big wallets piling into !!SPAX21K!! ahead of Trump news?

  16. @shuncornett

    May 7, 2026 at 6:05 pm

    When the Fed eventually pivots, $SPAX21K won’t be anywhere near $1 anymore.

  17. @ephraimkravis

    May 7, 2026 at 6:05 pm

    Stocks at all-time highs, gold hitting records… next up might be BTC and !!SPAX21K!! 🚀💰

  18. @clementinejefaza

    May 7, 2026 at 6:05 pm

    I love how everyone’s talking about macro fear while $SPAX21K just keeps moving sideways quietly.

  19. @genemcgrew-c9i

    May 7, 2026 at 6:05 pm

    Is it just me, or does $SPAX21K feel like it’s about to melt faces?

  20. @moricekest

    May 7, 2026 at 6:05 pm

    Saw someone say !!SPAX21K!! to $15 and normally I’d laugh… now idk

  21. @laimaallan

    May 7, 2026 at 6:05 pm

    Your breakdown today hit different, $SPAX21K’s fundamentals just make too much sense. 🙏

  22. @reparacionpaz

    May 7, 2026 at 6:06 pm

    PEPE, SHIB, DOGE all memes dead but !!SPAX21K!! thrives

  23. @andravetter

    May 7, 2026 at 6:06 pm

    BNB red, SOL bleeding, ADA weak, yet !!SPAX21K!! still green on my 7-day list.

  24. @genaovevapalumbo

    May 7, 2026 at 6:06 pm

    Big wallets piling into !!SPAX21K!! ahead of Trump news?

  25. @yvettechechik

    May 7, 2026 at 6:06 pm

    Your breakdown today hit different, $SPAX21K’s fundamentals just make too much sense. 🙏

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Bloomberg Technology

Rivian Sees R2 Driving Its Path to Profitability

Rivian CFO Claire McDonough joins Bloomberg’s Ed Ludlow as the EV maker begins delivering its highly anticipated R2 SUV. She discusses early customer demand, the production ramp, and why the more affordable vehicle is expected to drive Rivian toward automotive gross-profit positivity by the end of 2026. McDonough also outlines the company’s capital position, software…

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Rivian CFO Claire McDonough joins Bloomberg’s Ed Ludlow as the EV maker begins delivering its highly anticipated R2 SUV. She discusses early customer demand, the production ramp, and why the more affordable vehicle is expected to drive Rivian toward automotive gross-profit positivity by the end of 2026. McDonough also outlines the company’s capital position, software strategy, and how recurring software revenue is becoming a larger part of the business.
——–
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Bloomberg Technology

Microsoft Wins, Meta Faces Questions, Qualcomm Sees Supply Chain Challenges | Bloomberg Tech

Bloomberg’s Ed Ludlow breaks down big tech’s earnings, with Microsoft soaring on cloud growth as its AI gets traction, while Meta plummets as Zuckerberg’s AI pitch falls flat on high spending. Plus, Qualcomm CEO Cristiano Amon joins after the company warns of component shortages and rising costs. And, all eyes are on Apple as Tim…

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Bloomberg’s Ed Ludlow breaks down big tech’s earnings, with Microsoft soaring on cloud growth as its AI gets traction, while Meta plummets as Zuckerberg’s AI pitch falls flat on high spending. Plus, Qualcomm CEO Cristiano Amon joins after the company warns of component shortages and rising costs. And, all eyes are on Apple as Tim Cook gives his last earnings report as CEO.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:30 – Gabriela Borges, Goldman Sachs Senior Software Equity Research Analyst
00:08:44 – Bloomberg’s Riley Griffin on Meta’s Disappointing Quarterly Forecast
00:09:43 – Shweta Khajuria, Wolfe Research Managing Director, Global Internet
00:16:10 – Timm Schluze-Melander, Rothschild & Redburn Head of Technology Hardware and Semiconductor Research
00:20:40 – Talking Tech with Yahaira Anand
00:23:45 – Bloomberg’s Ryan Vlastelica Discusses Tech Stocks
00:27:20 – Karan Kunjur, K2 Space CEO
00:32:56 – Cristiano Amon, Qualcomm CEO
00:43:13 – Bloomberg’s Mark Gurman Talks Apple and Tim Cook’s Swan Song
——–
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Bloomberg Technology

Qualcomm Sees AI Driving Its Next Growth Wave

Qualcomm CEO Cristiano Amon joins Bloomberg after the chipmaker warned that soaring memory prices and supply shortages are weighing on the smartphone market. He explains why he expects that pressure to ease over time, how Qualcomm is shifting its business toward automotive, data centers and industrial AI, and why the company sees its next phase…

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Qualcomm CEO Cristiano Amon joins Bloomberg after the chipmaker warned that soaring memory prices and supply shortages are weighing on the smartphone market. He explains why he expects that pressure to ease over time, how Qualcomm is shifting its business toward automotive, data centers and industrial AI, and why the company sees its next phase of growth extending well beyond handsets. Amon 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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