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Broadcom Slides as AI Backlog, Margins Scrutinized

Broadcom, a chip company vying with Nvidia for AI computing revenue, suffered the worst stock decline in 10 months after its sales outlook for the market failed to meet investors’ lofty expectations. Karl Ackerman, managing director of semiconductors and networking hardware at BNP Paribas, joins Ed Ludlow and Caroline Hyde to discuss on “Bloomberg Tech.”…

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Broadcom, a chip company vying with Nvidia for AI computing revenue, suffered the worst stock decline in 10 months after its sales outlook for the market failed to meet investors’ lofty expectations. Karl Ackerman, managing director of semiconductors and networking hardware at BNP Paribas, joins Ed Ludlow and Caroline Hyde to discuss on “Bloomberg Tech.”
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5 Comments

5 Comments

  1. @blub-x7w

    December 12, 2025 at 4:51 pm

    backlog of which hardware component? and why is a bnp paribas MD dodging the question immediately?

  2. @blub-x7w

    December 12, 2025 at 4:54 pm

    yeeesh not a good look for semis MD to go in this direction on Bloomberg news. he must know that’s literally playing in the background on many trading floors or sales floors.

  3. @blub-x7w

    December 12, 2025 at 4:55 pm

    maybe the sales floors wouldn’t notice. but yea the traders would.

  4. @blub-x7w

    December 12, 2025 at 4:56 pm

    hmm maybe they have a position they need to get out of without tanking the stock even further in this interview. dang.

  5. @blub-x7w

    December 12, 2025 at 4:58 pm

    during trading hours to. sorry about it.

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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.

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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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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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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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