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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

OpenAI Helped Find Potentially Catastrophic Cyber Flaw

OpenAI’s model helped identify a potentially catastrophic cybersecurity vulnerability in a programming language that runs millions of websites and applications. Greg Brockman, president of OpenAI, and Matthew Prince, CEO of Cloudflare — which helped protect websites before the flaw was publicly exposed — join Ed Ludlow on “Bloomberg Tech” to explain how AI is empowering…

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OpenAI’s model helped identify a potentially catastrophic cybersecurity vulnerability in a programming language that runs millions of websites and applications. Greg Brockman, president of OpenAI, and Matthew Prince, CEO of Cloudflare — which helped protect websites before the flaw was publicly exposed — join Ed Ludlow on “Bloomberg Tech” to explain how AI is empowering cyber defenders and attackers.
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Bloomberg Technology

Meta Makes Share Deal to Keep Zuckerberg in California

Meta says it will issue a new class of shares as part of a plan to keep CEO Mark Zuckerberg in California if a proposed wealth tax is passed and potentially help fund growth. The credit risk hit a record high after Meta laid out plans to boost AI spending. Alison Porter, portfolio manager for…

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Meta says it will issue a new class of shares as part of a plan to keep CEO Mark Zuckerberg in California if a proposed wealth tax is passed and potentially help fund growth. The credit risk hit a record high after Meta laid out plans to boost AI spending. Alison Porter, portfolio manager for Janus Henderson’s Global Technology Leaders Team, explains how the equities market are weighing these factors. She joins Ed Ludlow on “Bloomberg Tech.”
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Tesla Shareholders Likely to Demand a Premium: New Street’s Harwood

Tesla investors are likely to demand a premium in a possible merger with SpaceX, says Ben Harwood, New Street Research senior analyst for technology and space infrastructure. Harwood discusses the synergies he sees between Tesla and SpaceX and why demand for Tesla’s full self-driving shows the company has momentum to keep profits growing. ——– Like…

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Tesla investors are likely to demand a premium in a possible merger with SpaceX, says Ben Harwood, New Street Research senior analyst for technology and space infrastructure. Harwood discusses the synergies he sees between Tesla and SpaceX and why demand for Tesla’s full self-driving shows the company has momentum to keep profits growing.
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