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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

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…

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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 tests.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:29 – Bloomberg’s Ryan Vlastelica Discusses Apple Falling as Supply Shortages Hurt Sales Forecast
00:03:04 – Jordan Klein, Mizuho Securities Managing Director, TMT Sector Specialist
00:10:39 – Bloomberg’s Peter Elstrom on Moonshot
00:14:09 – Bloomberg’s Patrick Howell O’Neill on Anthropic’s AI Models Hacking Organizations in Testing
00:17:01 – Bloomberg’s Hema Parmar on Situational Awareness’ Losses Raising AI Fears
00:19:08 – Bloomberg’s Craig Trudell Discusses Tesla
00:24:10 – Nancy Tengler, Laffer Tengler Investments CEO and CIO
00:30:19 – Claire McDonough, Rivian CFO
00:32:43 – President Donald Trump Holds Cabinet Meeting from Camp David
00:36:49 – Deena Shakir, Lux Capital Partner
00:44:59 – Bloomberg’s Brody Ford on Microsoft’s Pledge to Remain Cash Flow Positive
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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

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.”…

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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.”
——–
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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 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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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 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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