Bloomberg Technology
Why AI Makes Memory Demand Less Cyclical
Celine Woo, portfolio manager and analyst at Lazard Asset Management, explains why the firm sees opportunities not on the largest AI capex spenders, but on where that capital flows, the hardware supply chain companies enabling AI infrastructure. She joins Ed Ludlow to discuss on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on…
Bloomberg Technology
Meta’s Zuckerberg strains to assuage investor worries on AI bet
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 artificial intelligence. Ed Ludlow reports. ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed…
Bloomberg Technology
Apple Slides After Supply Shortages Hurt Sales Forecast
Apple tumbled in late trading after component shortages weighed on the company’s sales forecast. Ed Ludlow breaks down the company’s Q2 earnings. ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here: Get the latest in tech from…
Bloomberg Technology
Anthropic Hack Adds To Fears Over AI Safety
Anthropic says its AI models were involved in a hack, days after OpenAI made a similar disclosure. Does AI have a safety problem? Bloomberg’s Jordan Robertson explains. ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here: Get…
Unboxing DJI’s £605 Osmo Pocket 4P
A Peek Inside OpenAI’s Influencer Efforts
Meta’s Zuckerberg strains to assuage investor worries on AI bet
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@jazzbeats8168
June 24, 2026 at 8:25 pm
She reading a script
@culeparasiempre
June 24, 2026 at 9:19 pm
A lot of mistakes and opportunities come from confusing structural for cyclical and vice versa