Bloomberg Technology
Apple’s 2,300% Rally Under Tim Cook
Tim Cook hands the reins of Apple to John Ternus after a 15-year run that transformed the company into a $4.6 trillion giant and delivered a nearly 2,300% stock gain. Bloomberg’s Ryan Vlastelica looks at Cook’s market legacy and why Apple shares are increasingly moving against the broader AI trade. He joins Ed Ludlow on…
Bloomberg Technology
Defense Tech Boom Fuels Shield AI’s Expansion
Shield AI is acquiring counter-drone technology company Echodyne in a deal worth more than $5 billion, a major expansion of its push into next-generation defense technology. CEO Gary Steele discusses why counter-drone capabilities are becoming increasingly critical and why investor appetite for defense tech remains strong as Shield AI raises new capital at a sharply…
Bloomberg Technology
Agility Robotics Makes Public Debut as Humanoids Scale
Agility Robotics is making its public market debut, becoming the first dedicated US humanoid robotics company to go public. CEO Peggy Johnson discusses growing deployments of its Digit robot, $300 million in pending orders and why the company chose to go public now despite market volatility. She joins Tim Stenovec on “Bloomberg Tech.” ——– Like…
Bloomberg Technology
Apple Taps Bond Market for $7B as Tech Sells Off
Apple is looking to raise about $7 billion in its first investment-grade bond sale in more than a year, with proceeds helping to fund share buybacks. Bloomberg Intelligence’s Robert Schiffman says the move looks opportunistic rather than driven by a need for cash. He also explains why Apple is standing out in the broader tech…
iPhone Duo Livestream: How Many Folds Can Apple’s Phone Take? Day 9
We’re all less cult-prof than we would like to think #TEDTalks
Defense Tech Boom Fuels Shield AI’s Expansion
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@RikMaxSpeed
September 1, 2026 at 2:31 pm
Strange to see such market growth in a company that barely seems to innovate, and sometimes plays catch up. But it’s also reliable and dependable…
@JohnNorton-u1k
September 1, 2026 at 4:37 pm
Tim Cook built Apple up to being a $4 trillion company but in the process sowed the seeds which could well reduce Apple to being only a $3 Trillion company within the next year. The issue is that Tim Cook’s only real skill was squeezing as much profit as possible out of the supply chain.
A few years ago after RAM prices crashed Micro begged Apple to pay a little more for their RAM so that they could invest in new chip fabs to meet the next boom. Tim refused which sowed the seeds for Apple and everyone else’s catastrophic shortage of RAM chips. Also because Tim Cook ensured that no one would make any profit out of making DDR4 and DDR5 RAM chips Micron and others switched to a different kind of RAM more suited to data centres.
Now due to extreme RAM and flash memory shortage the new $899 M6 Mac Mini only has 16Gb of RAM and 256Gb of flash memory which makes it unsuited to general purpose computing. If you give it a sensible amount of RAM and flash memory then this ups the price by 50%.
Tim Cook has also not invested much into Software development which means that whereas Google has state of the art Gemini AI in its android phones Apple intelligence failed which forced Apple to license Gemini AI for its phones. This means that the Apple version of Gemini AI will always be around a year behind the version in android phones.
I don’t have good vibes about John Ternus because being a mechanical engineer he is likely to double down on making Apple hardware better and not invest as much in Apple software.