Bloomberg Technology
What Texas Instruments, AMD Earnings Signal About Chip Industry
Apr.27 — Bloomberg’s Ed Ludlow breaks down the earnings reports from Texas Instruments and Advanced Micro Devices and discusses what they suggest about the state of the global chip supply shortage. He speaks with Bloomberg’s Emily Chang on “Bloomberg Technology.”
Bloomberg Technology
Palantir Surges as AI Demand Accelerates | Bloomberg Tech 8/4/2026
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 earlier. Plus, Apple exceeded $10 billion in annual sales in India for the first time last fiscal year. And, Palo Alto Networks doubles down on AI-powered cyber defense. Chapters:…
Bloomberg Technology
Coatue’s Hedge Fund Sees Worst Drop in More Than 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 say the fund is still up 14.3% year-to-date. Bloomberg’s Hema Parmar joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch…
Bloomberg Technology
How Palo Alto Wants AI to Patch Cyber Threats in Hours
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 Arora discusses how AI is reshaping both cyberattacks and cyber defense and why he believes enterprises will eventually dedicate as much as 15% of operating expenses to AI. He…
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mrPmj00
April 27, 2021 at 10:18 pm
– Buy #1 Nvidia
– For streaming stocks, BUY Amazon Prime, Disney +, Netflix.
Profitable companies are Amazon, Apple, Facebook, Nvidia, Microsoft, Netflix, Zoom so these are the stocks you want to own.
Also buy Wells Fargo, Disney for the recovery…..
Giwan Kim
April 27, 2021 at 11:28 pm
As a software engineer, I believe AMD is a complement to Intel in that both companies produce chips using x86 architecture made for and during the days people wrote assembly (look at the source code for MS-DOS 1.0 and 2.0). The real competitor is Arm with its more modern ARM architecture that is more energy efficient, simpler, and better suited for optimization by modern compilers. Just look at the Apple M1 chip. It is ARM64.
patrick zhang
April 27, 2021 at 11:54 pm
ARM is definitely the future but dont discount the fact how versatile AMD and Intel are. They can also pivot to ARM afterward
G. E. B.
April 27, 2021 at 11:59 pm
AMD has an ARM license and can make ARM as long as they want (they are working with Samsung and ARM right now). Nothing is more efficient than FPGA. Have you heard of Xilinx?