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AI demand continues to outstrip available computing capacity, and Morgan Stanley sees little risk of oversupply anytime soon. US thematic research strategist Michelle Weaver joins Bloomberg...
Bloomberg’s Ed Ludlow breaks down Intel’s upsized $20 billion share sale, raising a third more than it was targeting when it announced the deal on Monday....
Apple’s planned glass-centric iPhone remains on track for 2027, Bloomberg reports, despite a Jefferies analyst saying supply-chain checks suggested the device had been canceled. Bloomberg Intelligence’s...
Microsoft says AI agents are already fundamentally changing how its software engineers work — and sales, finance and other knowledge workers are next. Charles Lamanna, Microsoft...
South Park Commons is expanding its investment strategy as AI pushes founders toward increasingly ambitious and capital-intensive ideas. Co-founder and General Partner Aditya Agarwal joins Bloomberg...
Twilio shares surged after the cloud communications company beat expectations and delivered record profitability and free cash flow. CEO Khozema Shipchandler joins Bloomberg to explain why...
Bloomberg’s Ed Ludlow breaks down the latest jobs data, as US employers unexpectedly cut jobs in July and questions grow over AI’s role in the labor...
DraftKings shares rallied as investors looked beyond a disappointing quarter to stronger momentum heading into the second half of the year. CEO Jason Robins joins Bloomberg...
Take-Two shares climbed after quarterly bookings beat estimates, but investors remain focused on the biggest event in the company’s pipeline, the launch of Grand Theft Auto...
Lyft CEO David Risher discusses the company’s growth compared to Waymo, its plans to expand internationally and where Lyft is focused internally. He speaks with Ed...
