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
Breaking Down Anthropic’s S1 Filing
Bloomberg’s Annabelle Droulers breaks down what investors can learn from Anthropic’s S1 filing, which provides audited figures on the company’s financial fundamentals. ——– Like this video? Subscribe to Bloomberg Tech on YouTube: Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here: Get the latest in tech from Silicon Valley and…
Bloomberg Technology
Defense Contractor Anduril Will Build American-Made Laptop With Qualcomm
Anduril Industries and Qualcomm are producing laptops designed and assembled in the US, called BlueChip, to supply critical industries. Ed Ludlow has more on “Bloomberg Open Interest.” ——– Like this video? Subscribe to Bloomberg Tech on YouTube: Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here: Get the latest in…
Bloomberg Technology
SoFi Says It’s Well Positioned for Economic Uncertainty
SoFi CEO Anthony Noto says the company’s growth shows it’s better able to handle economic uncertainty. The fintech firm raised its full-year net revenue guidance to about $5.04 billion and saw demand for its lending products grow. Noto joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Tech on YouTube: …
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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