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Apple’s Supply Chain Strength

Tony Wang, manager of T. Rowe Price’s Science & Technology Equity Strategy portfolio, explains why Apple is still the portfolio’s biggest holding despite US-China tariffs. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Technology.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with…

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Tony Wang, manager of T. Rowe Price’s Science & Technology Equity Strategy portfolio, explains why Apple is still the portfolio’s biggest holding despite US-China tariffs. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Technology.”
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10 Comments

10 Comments

  1. @FollowTheLion01

    April 11, 2025 at 5:40 pm

    I don’t understand why you would want AAPL as your top holding. If the wind changes, they’re done. They’re consumer discretionary, very idiosyncratic, pretty risky.

    • @derrickmiyao7014

      April 11, 2025 at 11:13 pm

      Have you ever used an iPhone? Lol

  2. @jaketron.seattle

    April 11, 2025 at 7:34 pm

    His hair is weird😂😂😂😂 ride the wave I guess 😂😂😂😂

  3. @anselmorosa

    April 11, 2025 at 8:08 pm

    I’ve heard Apple is increasing iPhone production here in Brazil. It seems Brazilian iPhones won’t be the most expensive ones in the world anymore. Maybe I’ll finally buy one (cause its unbeliavable 3,000 USD price tag here in Brazil is a bit too much for me)

    • @NothingInLife12

      April 12, 2025 at 1:22 am

      It’s assembly not production, only India can manufacture because we are next superpower

  4. @EugWanker

    April 11, 2025 at 9:40 pm

    @7:21 His description of what the US government is saying and doing is very, shall I say, diplomatic. I guess he doesn’t want to offend anyone.

  5. @NothingVain

    April 11, 2025 at 9:51 pm

    his hair looks like the barber had enough and stopped halfway 🤣

    • @derrickmiyao7014

      April 11, 2025 at 11:13 pm

      😂😂😂😂😂😂😂😂😂😂😂😂

  6. @moritz_r

    April 12, 2025 at 3:13 am

    4:17 the answer is definitely not

  7. @pdr770

    April 13, 2025 at 6:54 pm

    רואים? לסינים ווק ותה סיני זה דת!

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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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