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Apple Negotiating Badly: D.A. Davidson’s Gil Luria

Apple could bring iPhone manufacturing to the U.S. in five years and should use that as a negotiating point with the Trump administration, says Gil Luria, Managing Director at D.A. Davidson. He speaks with Caroline Hyde on “Bloomberg Technology.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes…

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Apple could bring iPhone manufacturing to the U.S. in five years and should use that as a negotiating point with the Trump administration, says Gil Luria, Managing Director at D.A. Davidson. He speaks with Caroline Hyde on “Bloomberg Technology.”
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30 Comments

30 Comments

  1. @jasonbtoo

    May 23, 2025 at 3:24 pm

    “Pragmatic” is what I’d like to be able to call this commentary, but it really is promoting “capitulation”. Trump & his administration are objectively *horrible* at running successful businesses. Nobody wants Trump making decisions for Apple & nobody wants Tim Cook to behave as a proxy-Trump at Apple.

  2. @AsiaPrude-de8sm

    May 23, 2025 at 3:25 pm

    At the same time, Microsoft owes me decades worth of dividends and Amazon/Azure owes me two billion dollars. I think it’s time that everyone negotiates a payment plan to stay out of hot water.

    • @AsiaPrude-de8sm

      May 23, 2025 at 3:40 pm

      Also, I’ll take 1 billion year from Apple until they figure it out.
      Apple Pay is secure.

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    May 23, 2025 at 3:36 pm

    This guy has no idea what he’s talking about

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    May 23, 2025 at 5:23 pm

    Sell sell sell apple. They are hard headed. It would cost an additional $4.50 to make an iPhone in the USA. Apple is just brain dead

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Bloomberg Technology

President Trump Announces Apple and Intel Chip Collaboration | Bloomberg Tech 6/18/2026

Bloomberg’s Ed Ludlow discusses the latest announcement made by President Donald Trump, which will see Apple and Intel joining forces to produce chips domestically, sending shares of the chipmaker higher. Plus, Anduril’s CEO discusses how the company won a contract with the US Air Force to produce autonomous fighters. And, SpaceX wraps up its first…

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Bloomberg’s Ed Ludlow discusses the latest announcement made by President Donald Trump, which will see Apple and Intel joining forces to produce chips domestically, sending shares of the chipmaker higher. Plus, Anduril’s CEO discusses how the company won a contract with the US Air Force to produce autonomous fighters. And, SpaceX wraps up its first full week of trading, with shares falling for a second day straight.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:12 – Ian King & Mandeep Singh, Bloomberg News
00:05:57 – Ankur Crawford, Alger
00:12:15 – Brian Schimpf, Anduril
00:20:57 – Matt Day, Bloomberg News
00:23:48 – Michael Regan, Bloomberg News
00:25:56 – Matthew Witheiler, Wellington Management
00:32:23 – Chris Pavolvski, Rumble CEO
00:37:18 – Dana Wollam, Bloomberg News
00:39:49 – Felix Gillette, Bloomberg News
00:41:42 – Randall Williams, Bloomberg News
——–
“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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Bloomberg Technology

Rumble Bets on AI Compute Demand With New AI Platform

Video platform Rumble is jumping on the AI bandwagon with its newest AI platform. Launching as Quake AI, the new sector combines cloud, compute, and AI infrastructure, and is slated to dominate the company’s business segment. Rumble CEO Chris Pavlovski joins Ed Ludlow on “Bloomberg Tech” with more on the pivot. ——– Like this video?…

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Video platform Rumble is jumping on the AI bandwagon with its newest AI platform. Launching as Quake AI, the new sector combines cloud, compute, and AI infrastructure, and is slated to dominate the company’s business segment. Rumble CEO Chris Pavlovski joins Ed Ludlow on “Bloomberg Tech” with more on the pivot.
——–
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Bloomberg Technology

Investors Anticipate Fresh Liquidity Following Historic SpaceX Debut

SpaceX’s historic public debut comes during a critical inflection point as a wave of multibillion-dollar AI companies prepare to go public. With the unprecedented IPO, investors are anticipating a wide-scale “distribution event” that will give private markets the fresh cash it desperately needs. Matt Witheiler, Head of Late-Stage Growth at Wellington Management, thinks the private…

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SpaceX’s historic public debut comes during a critical inflection point as a wave of multibillion-dollar AI companies prepare to go public. With the unprecedented IPO, investors are anticipating a wide-scale “distribution event” that will give private markets the fresh cash it desperately needs. Matt Witheiler, Head of Late-Stage Growth at Wellington Management, thinks the private tech ecosystem will see a cash return. He joins Ed Ludlow of “Bloomberg Tech”.
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
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