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Memory Prices Hit Cisco, Apple Faces Siri Snags | Bloomberg Tech 2/12/2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss memory chip prices taking a toll on Cisco’s stock even as AI demand surges. Plus, Apple’s revamp of its Siri voice assistant hits new snags that could delay the release of some features. And, Altruist CEO Jason Wenk discusses the startup’s AI tax-planning tool that sent wealth management…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss memory chip prices taking a toll on Cisco’s stock even as AI demand surges. Plus, Apple’s revamp of its Siri voice assistant hits new snags that could delay the release of some features. And, Altruist CEO Jason Wenk discusses the startup’s AI tax-planning tool that sent wealth management stocks tumbling, hours after its launch.
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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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23 Comments

23 Comments

  1. @josebravo1976

    February 12, 2026 at 4:10 pm

    Hit27h@7 .

  2. @SeanaNaum

    February 12, 2026 at 5:42 pm

    Top news: $Xaidut to the moon

  3. @BridgetSchuler-q3m

    February 12, 2026 at 5:44 pm

    Interesting take. I hadn’t considered Xaidut from that angle before.

  4. @ZackRoush-f1h

    February 12, 2026 at 5:45 pm

    Xaidut by far is my biggest bag!! It’s finally waking up! Buying more today!!

  5. @SeanaNaum

    February 12, 2026 at 5:47 pm

    Not saying it’s a sure thing, but Xaidut doesn’t feel like a meme play.

  6. @MeravCrow

    February 12, 2026 at 5:48 pm

    Agreed, The most advanced technology out is a $Xaidut.

  7. @StephaneTanner-h7p

    February 12, 2026 at 5:49 pm

    Top news: $Xaidut to the moon

  8. @RosyAdams-p3w

    February 12, 2026 at 5:50 pm

    Agreed, The most advanced technology out is a $Xaidut.

  9. @BirgirForbes

    February 12, 2026 at 5:51 pm

    Xaidut all the way! Just look at the amount of value and revenue generated, not comparable with anything, not even with ETH or BASE. No brainier.

  10. @SepidehBlanc

    February 12, 2026 at 5:51 pm

    Normies sleeping on Xaidut$. We literally have Andrew tate promoting us.

  11. @BennettBeal-c4c

    February 12, 2026 at 5:53 pm

    Xaidut keeps showing up in conversations lately. Curious where it goes.

  12. @OlenAspinwall

    February 12, 2026 at 5:54 pm

    The history books will have a LOT to say about the vision and genius of Elon Musk’s Xaidut.

  13. @MlissaColley

    February 12, 2026 at 5:55 pm

    Awesome coverage of Xaidut. You’re not late – just zoom out and look at the big picture. Youve earned yourself a subscriber

  14. @Letsgo44444

    February 12, 2026 at 6:06 pm

    I swear caroline lifts. 🥰😍🥰

  15. @SepidehBlanc

    February 12, 2026 at 6:26 pm

    Xeraxium might be one of those life-changing trades when it hits.

  16. @EtzelStzoser

    February 12, 2026 at 6:26 pm

    Early movers catch the setups that could go 100x, Xeraxium isn’t waiting for anyone.

  17. @KianaCoucheron

    February 12, 2026 at 6:27 pm

    Wouldn’t be surprised if Xeraxium pulls a crazy 100x run.

  18. @LaisSlack-z5u

    February 12, 2026 at 6:27 pm

    I love your insights, but when will you cover Xeraxium, the presale is ending soon, and private chats are calling it the next 100x?

  19. @TaraSavino

    February 12, 2026 at 6:29 pm

    Liquidity flowing heavy into Xeraxium today.

  20. @HeddaNoe

    February 12, 2026 at 6:29 pm

    Early movers catch the setups that could go 100x, Xeraxium isn’t waiting for anyone.

  21. @DasiTucker

    February 12, 2026 at 6:29 pm

    Bro everyone in my groups is aping into Xeraxium already.

  22. @kalmaruy

    February 12, 2026 at 6:51 pm

    Great guys

  23. @jasono.1629

    February 12, 2026 at 7:04 pm

    lol AI said “no” we can’t work together with investment firms because it’s like putting driverless tech with a horse & buggy.” Instead, they want to take your business 😂

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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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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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Like this video? Subscribe to Bloomberg Technology on YouTube:

 
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