Bloomberg Technology
Exploring AI Investment Opportunities Beyond Mega-Cap Tech Giants
Lori Keith, Parnassus Investments portfolio manager and senior analyst, says megacaps are not the only way to play the AI boom. She shares where she sees opportunities in mid-caps — from the companies powering the buildout to those using AI to boost productivity. She joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe…
Bloomberg Technology
Apple Explores Screenless Fitness Tracker to Rival Whoop
Apple is exploring a new screenless health and fitness tracker designed to compete with devices from Whoop and Oura, Bloomberg’s Mark Gurman reports. The device could offer longer battery life and make sleep and workout tracking easier than with an Apple Watch. Gurman discusses the project as part of a broader rethink of Apple’s wearables…
Bloomberg Technology
Bessemer: Anthropic Has Been Consistent on AI Safety
Bessemer Venture Partners has raised $5.75 billion in fresh capital, its largest fundraise ever, including $4 billion dedicated to growth-stage investments as AI companies raise larger rounds and remain private for longer. Partner Sameer Dholakia discusses why the firm sees a “special moment” for investing across AI applications and physical AI, its early bet on…
Bloomberg Technology
AI Agents Fuel a New Cybersecurity Boom
As AI shifts from technology that talks to technology that acts, Rosenblatt Securities Analyst Catharine Trebnick says securing autonomous agents is becoming a major new opportunity for cybersecurity companies. She discusses growing demand for products from CrowdStrike and Palo Alto Networks that track AI agents, identities and permissions, and explains why increasingly capable frontier models…
New VR Glasses and More! Everything Announced at Meta Connect in Less Than 10 Minutes
Tech Editors React to Meta Connect 2026: Will Smartglasses Become Mainstream?
Hands-On With Meta VR Glasses and All of Meta’s Other Glasses and AI
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