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Wedbush’s Ives Sees ‘Arms Race’ in Chip Industry

Feb.12 — Dan Ives, Wedbush Securities managing director, discusses the objections by big tech companies toward Nvidia Corp.’s acquisition of Arm. He speaks with Taylor Riggs on “Bloomberg Technology.”

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Feb.12 — Dan Ives, Wedbush Securities managing director, discusses the objections by big tech companies toward Nvidia Corp.’s acquisition of Arm. He speaks with Taylor Riggs on “Bloomberg Technology.”

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9 Comments

9 Comments

  1. mrpmj00

    February 13, 2021 at 1:00 am

    buy , NVIDIA, QUALCOM, AMAZON, APPLE, Wells Fargo, FACEBOOK
    long-term losers, mark my words: gamestop, hertz, bitcoin, tesla
    long-term winners: buy AMAZON, APPLE, FACEBOOK, NVIDIA

    capitol riot means a covid19 petri dish; we need another lockdown.
    we have Amazon Prime streaming and don’t need to travel mass shooting (gun sales doubled in 2020), police killing like

    George Floyd, and exploding RVs like in Nashville, capitol rioters bringing pipe bombs

  2. James Campbell

    February 13, 2021 at 1:04 am

    0:24
    vom.in.net

  3. Jiang zhu

    February 13, 2021 at 3:26 am

    The shortages are not due to China trade disputes, this guy is repeating garbage he’s fed from some dumb analyst. Primary factors are supply continuity disruptions from lockdowns and decreased mobility from covid, materials shortages due to several large plant failures, fires, and outages- and increased enterprise demand from telecom, EV, mobile, and cloud…this guy clearly has an agenda he’s trying to feed everyone

  4. Nia Sayamuongbo

    February 13, 2021 at 3:36 am

    I ???? the video…so Amazing

    Happy Valentine’s Day ????????????????

  5. 卓賀門hooman

    February 13, 2021 at 3:54 am

    cvendish pay cash onethrid more

    • 卓賀門hooman

      February 13, 2021 at 3:57 am

      make it in thame chips

  6. Dirk Diggler

    February 13, 2021 at 7:25 am

    REMINDER that this genius was also shorting tesla a while back

  7. Chris marshall

    February 13, 2021 at 7:50 am

    ARM should remain independent

  8. Jerome Parnell

    February 15, 2021 at 2:36 am

    Potato or Nacho?

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Bloomberg Technology

AI Chip Giants TSMC and SK Hynix Pull in Different Directions

TSMC soared while SK Hynix tumbled — why are are the two essential AI chip firms pulling in different directions? Tom Mackenzie 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 the latest in tech…

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TSMC soared while SK Hynix tumbled — why are are the two essential AI chip firms pulling in different directions?

Tom Mackenzie explains.
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Bloomberg Technology

Lucid shares slide as EV maker hires restructuring adviser

Lucid Motors is working with restructuring advisers to turn around its struggling business, while dismissing rumors that it’s considering bankruptcy as “completely false.” Consultant AlixPartners has been engaged to examine all aspects of Lucid’s operations. The carmaker is aiming to optimize its business, cut costs and ensure that the rollout of a new mid-size vehicle…

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Lucid Motors is working with restructuring advisers to turn around its struggling business, while dismissing rumors that it’s considering bankruptcy as “completely false.”

Consultant AlixPartners has been engaged to examine all aspects of Lucid’s operations. The carmaker is aiming to optimize its business, cut costs and ensure that the rollout of a new mid-size vehicle is successful

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Bloomberg Technology

Palantir Co-Founder Joe Lonsdale on the AI Investment Boom

AI is fueling a new era of venture investing. Joe Lonsdale, managing partner at 8VC and co-founder of Palantir, discusses the firm’s record $1.5 billion fund, why startup rounds are getting bigger, and where he’s placing his bets on the next generation of defense tech and AI companies. He joins Ed Ludlow on “Bloomberg Tech.”…

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AI is fueling a new era of venture investing. Joe Lonsdale, managing partner at 8VC and co-founder of Palantir, discusses the firm’s record $1.5 billion fund, why startup rounds are getting bigger, and where he’s placing his bets on the next generation of defense tech and AI companies. He joins Ed Ludlow on “Bloomberg Tech.”
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