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AMD’s Disappointing Data Center Outlook

Advisors Capital Management partner JoAnne Feeney discusses the disappointing AI data center outlook from AMD. She joins Caroline Hyde and Jackie Davalos on “Bloomberg Technology”. ——– 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…

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Advisors Capital Management partner JoAnne Feeney discusses the disappointing AI data center outlook from AMD. She joins Caroline Hyde and Jackie Davalos on “Bloomberg Technology”.
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16 Comments

16 Comments

  1. @pauldannelachica2388

    February 5, 2025 at 4:13 pm

    You will see AGI agents. And there’s a war between closed source ai and open source ai architecture happening behind the scenes

  2. @cakeismtrader4227

    February 5, 2025 at 4:25 pm

    Keep talking AMD down I love the cheap shares stop talking so nice about AMD mi350 is fake news sell all your AMD shares

    • @Ryan-q8x

      February 5, 2025 at 5:54 pm

      Anyone that listened to Lisa Su yesterday should be worried. She didn’t project the usual confidence and optimism in AMD as she has in the past. The guidance wasn’t great. I want to like the company, but I’ll stick to NVDA and AVGO at this point. AMD just seems like an “also ran.”

  3. @HRaychin

    February 5, 2025 at 5:05 pm

    She lost money of AMD too.

  4. @Superflow66

    February 5, 2025 at 5:23 pm

    I didn’t feel Lisa Sue sounded confident -she’s doing a great job but maybe try someone that’s able to get people excited -not everyone is able to project that type of enthusiasm-
    And in this market all
    It takes is a tweet to change the world.
    Possibly we hear about some type of benefits or cost relief for American company’s that may help move the needle.

    I’m holding

  5. @IbanezGuitarz87

    February 5, 2025 at 5:48 pm

    AMD has huge growth opportunities in the future

  6. @steyyyjspapa

    February 5, 2025 at 6:11 pm

    I am at the beginning of my “investment journey”, planning to put 385K into dividend stocks so that I will be making up to 30% annually in dividend returns. any good stock recommendation on great performing stocks or Crypto will be appreciated!

    • @DerickSams

      February 5, 2025 at 6:12 pm

      As a newbie investor, it’s essential for you to have a mentor to keep you accountable. Ruth Ann Tsakonas is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.

    • @fhgfhfhgf

      February 5, 2025 at 6:12 pm

      I managed to grow a nest egg of around 120k to over a Million. I’m especially grateful to Adviser Ruth Ann Tsakonas, for her expertise and exposure to different areas of the market.

    • @DerickSams

      February 5, 2025 at 6:12 pm

      I don’t really blame people who panic. Lack of information can be a big hurdle. I’ve been making more than $200k passively by just investing through an advisor, and I don’t have to do much work. Inflation or no inflation, my finances remain secure. So I really don’t blame people who panic.

    • @fhgfhfhgf

      February 5, 2025 at 6:12 pm

      Without a doubt! Ruth Ann Tsakonas is a trader who goes above and beyond. she has an exceptional skill for analysing market movements and spotting profitable opportunities. Her strategies are meticulously crafted on thorough research and years of practical experience.

    • @steyyyjspapa

      February 5, 2025 at 6:13 pm

      how would you recommend i enter the crypto market? I am also looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally. What’s your take on this approach? and How can i reach her, if you don’t mind me asking??

  7. @ravere1314

    February 5, 2025 at 7:49 pm

    The Mi350x was actually brought forward to mid 2025 and is already sampling, Lisa Su also claimed that Ai will bring in 10’s of billions of dollars for the company over the next couple of years

    • @RyanRager44

      February 5, 2025 at 8:01 pm

      Right…she doesn’t know what she is talking about

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Bloomberg Technology

Musk’s Boring Co. Gets $23 Billion Valuation

Elon Musk’s Boring Co. secured $3 billion in fresh investment backed by the United Arab Emirates and affiliated entities, in a funding round valuing Elon Musk’s tunneling startup at $23 billion. Bloomberg’s Kiel Porter has the details and joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:  …

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Elon Musk’s Boring Co. secured $3 billion in fresh investment backed by the United Arab Emirates and affiliated entities, in a funding round valuing Elon Musk’s tunneling startup at $23 billion. Bloomberg’s Kiel Porter has the details and joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

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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Bloomberg Technology

Everything You Need to Know About Apple’s iPhone Duo

Bloomberg’s Ed Ludlow discusses Apple’s iPhone Duo with Bloomberg’s Mark Gurman, from its anticipated reception with consumers to what it means for Apple’s new era under CEO John Ternus. Plus, the AI chip race is moving to inference. And, Elon Musk’s Boring Co. reaches a $23 billion valuation. 00:00:00 – Bloomberg Tech Begins 00:01:05 –…

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Bloomberg’s Ed Ludlow discusses Apple’s iPhone Duo with Bloomberg’s Mark Gurman, from its anticipated reception with consumers to what it means for Apple’s new era under CEO John Ternus. Plus, the AI chip race is moving to inference. And, Elon Musk’s Boring Co. reaches a $23 billion valuation.

00:00:00 – Bloomberg Tech Begins
00:01:05 – Mark Gurman, Bloomberg News
00:06:30 – Saira Mailk, Nuveen
00:13:03 – Peter Elstrom, Bloomberg News
00:15:02 – Sid Sheth, D-Matrix
00:23:02 – Anurag Rana, Bloomberg Intelligence
00:26:04 – Wamsi Mohan, BofA Securities
00:33:48 – Mitesh Agrawal, Positron
00:41:34 – Kiel Porter, 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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