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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

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
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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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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”.
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Like this video? Subscribe to Bloomberg Technology on YouTube:

 
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