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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

How India Is Training The Robots Of The Future

On today’s Big Take Asia podcast: How Indian workers are using iPhones to train humanoid robots, and what the race for real-world data means for the future of work. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:…

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On today’s Big Take Asia podcast: How Indian workers are using iPhones to train humanoid robots, and what the race for real-world data means for the future of work.
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Apple Debuts Foldable iPhone Duo in Biggest-Ever Device Revamp

Apple unveiled the company’s first foldable smartphone during a wide-ranging event Wednesday, betting that a new category can energize growth for its biggest-selling lineup. Chris Welch was there and explains what makes this such a big deal for the brand ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full…

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Apple unveiled the company’s first foldable smartphone during a wide-ranging event Wednesday, betting that a new category can energize growth for its biggest-selling lineup. Chris Welch was there and explains what makes this such a big deal for the brand
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Bloomberg Technology

Apple Kicks Off Ternus Era with First Foldable Phone | Bloomberg Tech 9/09/2026

Bloomberg’s Ed Ludlow is live from Apple Park in Cupertino for what could be the iPhone maker’s most consequential product launch in years. John Ternus is making his first major public appearance as Apple CEO and all eyes are on Apple’s highly anticipated first foldable iPhone, marking the biggest change to the iPhone’s form factor…

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Bloomberg’s Ed Ludlow is live from Apple Park in Cupertino for what could be the iPhone maker’s most consequential product launch in years. John Ternus is making his first major public appearance as Apple CEO and all eyes are on Apple’s highly anticipated first foldable iPhone, marking the biggest change to the iPhone’s form factor in almost 20 years.

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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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