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It’s all about the future for Apple

Carolina Milanesi, president and principal analyst at Creative Strategies, discusses why investors are more focused on Apple’s future plans than its previous quarter’s earnings as the iPhone maker prepares to report second-quarter results. She joins Caroline Hyde and Ed Ludlow on “Bloomberg Technology.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch…

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Carolina Milanesi, president and principal analyst at Creative Strategies, discusses why investors are more focused on Apple’s future plans than its previous quarter’s earnings as the iPhone maker prepares to report second-quarter results. She joins Caroline Hyde and Ed Ludlow on “Bloomberg Technology.”
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7 Comments

7 Comments

  1. @pdr770

    May 1, 2025 at 2:48 pm

    ערוץ 14 ינפיק מניה חדשה בבורסה האמריקאית בנאסד”ק במאות מיליארדים לעיתונאות ברשתות חברתיות שלא נסחרת בארץ בשבת וחג, תסרב לסחור בשבת. CFTN.

    Reply

  2. @pdr770

    May 1, 2025 at 2:52 pm

    אפל תמכור את הטכנולוגיה והמכונות לייצור שבבי ענן לגוגל, אנוודיה, אינטל, AWS ומיקרוסופט ואורקל ועוד ותיקח 30% בארה”ב + מכונות יקרות שייצרו ביפן.בשטק של טריליונים לאפל, אפל תציין היום בפודקאסט על ידי טים שפיתחה טכנולוגיה לייצור שבבים לא יד אדם ותמכור למיקרוסופט ואינטל וAWS במחיר. וחברה לשבבי ציוד רפואי במחירים נמוכים יותר ב15% וציוד לשבבי מפעלי מזון, מתכת, וצבא ועוד במחירים נמוכים ב10% מחברות אמריקאיות ותרוויח 30% גם מציוד רפואי. עם שבבים דקים ב10% 20% מציע לכם להביא אוכל בשבת אם אתם לא רוצים השמדת עם לא ארעב פעם שלישית, קאפוט? אחצן? אתם תתנו לי אוכל אם אתם יודעים מה טוב לכם חרדים? מה אני מבקש הוצאה של 20₪ קשה לכם תושמדו!!

    Reply

  3. @pdr770

    May 1, 2025 at 3:23 pm

    וייצור מסכים לאייפון ב55$ מסמסונג עם מכונה במכונות של אפל ולאפל ווטש בחצי מחיר שתמכור לסמסונג. ואייפון 17 Air יכיל 120 הרץ טים.

    Reply

    • @krisertmer4519

      May 1, 2025 at 3:47 pm

      😮

      Reply

  4. @RussellFineArt

    May 1, 2025 at 4:38 pm

    Bravo to Apple for moving manufacturing to India, however, they really need to plan on moving manufacturing to the U.S. for the North American market, with fully automated robots. They could keep manufacturing to India for the rest of the world.

    Reply

  5. @Wasnt-1

    May 1, 2025 at 4:54 pm

    apple have already reached their peak growth they don’t have any market to buy their latest iphones

    unless they creating something with the same relevance as the iphone apple would be stucked into what they are right now

    Reply

  6. @smash_27

    May 1, 2025 at 9:08 pm

    it’s good to see they manufacture in India. it’s time to see the collapsing of Apple. India famous for their bad manufacturing and freeze companies money

    Reply

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Bloomberg Technology

Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026

Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity…

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July 31, 2026

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Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity tests.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:29 – Bloomberg’s Ryan Vlastelica Discusses Apple Falling as Supply Shortages Hurt Sales Forecast
00:03:04 – Jordan Klein, Mizuho Securities Managing Director, TMT Sector Specialist
00:10:39 – Bloomberg’s Peter Elstrom on Moonshot
00:14:09 – Bloomberg’s Patrick Howell O’Neill on Anthropic’s AI Models Hacking Organizations in Testing
00:17:01 – Bloomberg’s Hema Parmar on Situational Awareness’ Losses Raising AI Fears
00:19:08 – Bloomberg’s Craig Trudell Discusses Tesla
00:24:10 – Nancy Tengler, Laffer Tengler Investments CEO and CIO
00:30:19 – Claire McDonough, Rivian CFO
00:32:43 – President Donald Trump Holds Cabinet Meeting from Camp David
00:36:49 – Deena Shakir, Lux Capital Partner
00:44:59 – Bloomberg’s Brody Ford on Microsoft’s Pledge to Remain Cash Flow Positive
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Bloomberg Technology

Moonshot’s Kimi Built With Nvidia Compute

Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”…

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July 31, 2026

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Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”
——–
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Bloomberg Technology

The Next AI Boom Is in Health Care and Robotics, Says Lux Capital’s Shakir

Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow…

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2 days ago

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July 31, 2026

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Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow on “Bloomberg Tech.”
——–
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