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Disney’s latest earnings beat was powered by more than just streaming. Phillips Securities analyst Helena Wang joins Bloomberg to explain why Disney’s unique ability to monetize...
Bloomberg’s Ed Ludlow breaks down Palantir’s blockbuster earnings results and strong commercial demand, with US commercial sales in the second quarter rising 149% from a year...
Coatue Management’s hedge fund plunged 8.3% last month, marking the latest tech-focused money manager to be whipsawed after a sharp selloff in AI stocks, though sources...
Palo Alto Networks is launching a new AI-powered cybersecurity platform designed to help organizations detect vulnerabilities and deploy protections in hours instead of weeks. CEO Nikesh...
Microsoft and Amazon’s latest earnings reinforced a key theme in AI, demand for cloud infrastructure continues to outpace supply. Lazard Asset Management Portfolio Manager Celine Woo...
Apple has surpassed $10 billion in annual sales in India for the first time, highlighting the growing importance of one of its fastest-growing markets. Bloomberg’s Dana...
Meta gave a disappointing revenue forecast for the current quarter, intensifying investor concerns that the social media giant isn’t swiftly benefiting from its massive outlay on...
Bloomberg’s Ed Ludlow breaks down Alibaba’s latest Qwen model, its biggest ever, claiming performance on par with Anthropic. Plus, AWS CEO Matt Garman joins after Amazon...
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,...
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....
