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Magalie Grossheim, M Science Senior Research Analyst says Netflix remains a retention leader among peers as investors look to the streaming giant as a safe haven...
Jordan Klein, Analyst at Mizuho Americas says investors aren’t anxious to buy the dip as tariff uncertainty continues to upend the tech sector. He joins Ed...
A federal judge rules Google illegally monopolized some online advertising tech markets. This was a partial ruling. Bloomberg’s Kailey Leinz breaks down what we know and...
Nvidia Corp. Chief Executive Officer Jensen Huang arrived in Beijing Thursday, shortly after the Trump administration barred the company from selling H20 AI chip to China. Bloomberg’s Ed...
Bloomberg’s Ed Ludlow details the tech stock rout as chipmakers like Nvidia and ASML warn of stresses from President Trump’s tariffs. And, Lyft enters the European...
Pierre Ferragu of New Street Research says it’s unlikely to see ASML move manufacturing away from the Netherlands as the company warns of tariffs roiling the...
Jennifer Huddleston, Technology Policy Senior Fellow at the Cato Institute says the FTC’s antitrust trial against Meta’s Instagram and WhatsApp purchases is “imagining a world that...
Janus Henderson’s Denny Fish says the US is penalizing Nvidia and giving the market to Huawei as President Trump’s administration curbs chips export to China. He...
Michael Kratsios, advisor to the president and White House Office of Science and Tech policy Director discusses the R&D priorities in the US, the impact of...
Bloomberg’s Ed Ludlow details the trade probes initiated on semiconductor and pharmaceutical imports. And, Nvidia’s expansions get expedited as President Trump pledges to help fast track...
