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BofA: Apple’s Ternus Era Starts With Innovation, AI

Bank of America says John Ternus’s first major product launch as Apple CEO reinforced the company’s focus on product innovation, privacy and increasingly personalized AI. Wamsi Mohan, managing director and senior equity research analyst at Bank of America sees the new foldable iPhone Duo expanding Apple’s addressable market, while on-device AI and Private Cloud Compute…

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Bank of America says John Ternus’s first major product launch as Apple CEO reinforced the company’s focus on product innovation, privacy and increasingly personalized AI. Wamsi Mohan, managing director and senior equity research analyst at Bank of America sees the new foldable iPhone Duo expanding Apple’s addressable market, while on-device AI and Private Cloud Compute could make Siri more capable without sacrificing user privacy. He joins Ed Ludlow on “Bloomberg Tech.”Bank of America says John Ternus’s first major product launch as Apple CEO reinforced the company’s focus on product innovation, privacy and increasingly personalized AI. Wamsi Mohan, managing director and senior equity research analyst at Bank of America sees the new foldable iPhone Duo expanding Apple’s addressable market, while on-device AI and Private Cloud Compute could make Siri more capable without sacrificing user privacy. He joins Ed Ludlow on “Bloomberg Tech.”
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4 Comments

4 Comments

  1. @RK-wn6ib

    September 10, 2026 at 5:04 pm

    Prices only increases at apple

  2. @PokeballSamJPN

    September 10, 2026 at 5:13 pm

    “BOFA” sounds funny 😅

  3. @Max86421

    September 10, 2026 at 6:55 pm

    🍎😁 only in the US

  4. @JARE_EE

    September 10, 2026 at 9:20 pm

    Same home run like the iphone air right? Trash

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Bloomberg Technology

Microsoft’s Data Center Plans Face Big Costs

Microsoft plans to more than triple its data center capacity to help overcome a computing shortage that has forced it to turn away some AI and cloud business. Bloomberg’s Brody Ford joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg…

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Microsoft plans to more than triple its data center capacity to help overcome a computing shortage that has forced it to turn away some AI and cloud business. Bloomberg’s Brody Ford joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Balancing AI Risks With the Race to Stay Ahead of China

As debate intensifies over the risks of advanced AI and the rapid expansion of data centers, Eclipse CEO Lior Susan venture argues the industry needs collaboration rather than a retreat to avoid ceding the US’s technological lead over China. He also says the tech industry needs to do a better job explaining the benefits of…

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As debate intensifies over the risks of advanced AI and the rapid expansion of data centers, Eclipse CEO Lior Susan venture argues the industry needs collaboration rather than a retreat to avoid ceding the US’s technological lead over China. He also says the tech industry needs to do a better job explaining the benefits of data centers to local communities and how physical AI could become a major driver of US economic growth. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Oracle’s Cloud Growth; Debate Around AI Risks

Bloomberg’s Ed Ludlow breaks down Oracle’s latest results and how they are helping ease concerns around the company’s massive AI infrastructure buildout. Plus, the debate around AI’s societal risks and the backlash against the global data center build-out grow louder. 00:00:00 – Bloomberg Tech Begins 00:01:04 – Brody Ford, Bloomberg News 00:03:54 – Stefan Slowinski,…

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Bloomberg’s Ed Ludlow breaks down Oracle’s latest results and how they are helping ease concerns around the company’s massive AI infrastructure buildout. Plus, the debate around AI’s societal risks and the backlash against the global data center build-out grow louder.

00:00:00 – Bloomberg Tech Begins
00:01:04 – Brody Ford, Bloomberg News
00:03:54 – Stefan Slowinski, BNP Paribas
00:11:36 – Michael Shepard, Bloomberg News
00:16:01 – Shirin Ghaffary, Bloomberg News
00:19:53 – Chris Welch, Bloomberg News
00:23:04 – Kathryn Rooney Vera, StoneX
00:30:03 – Lior Susan, Eclipse
00:40:25 – Brody Ford, Bloomberg News
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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