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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

Odd Lots: The AI Trade Shrugs Off a Blue Wave and a Tech Scandal

It’s been a big month so far for American politics and the tech industry. Democrats deliver a sweeping win across the country, calling continued AI development into question. Nvidia launches an investigation into CEO Jensen Huang’s affair with an alleged Chinese spy. There are plenty of things to make investors jittery, yet we’re seeing a…

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It’s been a big month so far for American politics and the tech industry. Democrats deliver a sweeping win across the country, calling continued AI development into question. Nvidia launches an investigation into CEO Jensen Huang’s affair with an alleged Chinese spy. There are plenty of things to make investors jittery, yet we’re seeing a tech rally as markets await the upcoming Anthropic IPO.

Bloomberg’s Michael Ball joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to unpack why the tech trade is showing resilience despite macro jitters.
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Anthropic IPO Demand Surges as CoreWeave Calms AI Fears

Bloomberg’s Riley Griffin takes a look at Anthropic’s potentially record-breaking IPO, with sources saying it’s already multiple times oversubscribed. Plus, CoreWeave reassures Wall Street with third-quarter sales topping analyst estimates and easing fears about the debt tied to its rapid AI buildout; and Congressman Raja Krishnamoorthi discusses how the Nvidia scandal is felt across Washington…

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Bloomberg’s Riley Griffin takes a look at Anthropic’s potentially record-breaking IPO, with sources saying it’s already multiple times oversubscribed. Plus, CoreWeave reassures Wall Street with third-quarter sales topping analyst estimates and easing fears about the debt tied to its rapid AI buildout; and Congressman Raja Krishnamoorthi discusses how the Nvidia scandal is felt across Washington and beyond.
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Anthropic Targets $1.4 Trillion Valuation in Blockbuster IPO

Anthropic is seeking a valuation of about $1.4 trillion in its initial public offering, a bid to make history as the first frontier artificial intelligence lab to go public. The company’s IPO is set to price on Wednesday, Nov. 18 and trade the following day. Bailey Lipschultz has more. ——– Like this video? Subscribe to…

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Anthropic is seeking a valuation of about $1.4 trillion in its initial public offering, a bid to make history as the first frontier artificial intelligence lab to go public. The company’s IPO is set to price on Wednesday, Nov. 18 and trade the following day. Bailey Lipschultz has more.
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