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Memory Prices Hit Cisco, Apple Faces Siri Snags | Bloomberg Tech 2/12/2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss memory chip prices taking a toll on Cisco’s stock even as AI demand surges. Plus, Apple’s revamp of its Siri voice assistant hits new snags that could delay the release of some features. And, Altruist CEO Jason Wenk discusses the startup’s AI tax-planning tool that sent wealth management…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss memory chip prices taking a toll on Cisco’s stock even as AI demand surges. Plus, Apple’s revamp of its Siri voice assistant hits new snags that could delay the release of some features. And, Altruist CEO Jason Wenk discusses the startup’s AI tax-planning tool that sent wealth management stocks tumbling, hours after its launch.
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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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23 Comments

23 Comments

  1. @josebravo1976

    February 12, 2026 at 4:10 pm

    Hit27h@7 .

  2. @SeanaNaum

    February 12, 2026 at 5:42 pm

    Top news: $Xaidut to the moon

  3. @BridgetSchuler-q3m

    February 12, 2026 at 5:44 pm

    Interesting take. I hadn’t considered Xaidut from that angle before.

  4. @ZackRoush-f1h

    February 12, 2026 at 5:45 pm

    Xaidut by far is my biggest bag!! It’s finally waking up! Buying more today!!

  5. @SeanaNaum

    February 12, 2026 at 5:47 pm

    Not saying it’s a sure thing, but Xaidut doesn’t feel like a meme play.

  6. @MeravCrow

    February 12, 2026 at 5:48 pm

    Agreed, The most advanced technology out is a $Xaidut.

  7. @StephaneTanner-h7p

    February 12, 2026 at 5:49 pm

    Top news: $Xaidut to the moon

  8. @RosyAdams-p3w

    February 12, 2026 at 5:50 pm

    Agreed, The most advanced technology out is a $Xaidut.

  9. @BirgirForbes

    February 12, 2026 at 5:51 pm

    Xaidut all the way! Just look at the amount of value and revenue generated, not comparable with anything, not even with ETH or BASE. No brainier.

  10. @SepidehBlanc

    February 12, 2026 at 5:51 pm

    Normies sleeping on Xaidut$. We literally have Andrew tate promoting us.

  11. @BennettBeal-c4c

    February 12, 2026 at 5:53 pm

    Xaidut keeps showing up in conversations lately. Curious where it goes.

  12. @OlenAspinwall

    February 12, 2026 at 5:54 pm

    The history books will have a LOT to say about the vision and genius of Elon Musk’s Xaidut.

  13. @MlissaColley

    February 12, 2026 at 5:55 pm

    Awesome coverage of Xaidut. You’re not late – just zoom out and look at the big picture. Youve earned yourself a subscriber

  14. @Letsgo44444

    February 12, 2026 at 6:06 pm

    I swear caroline lifts. 🥰😍🥰

  15. @SepidehBlanc

    February 12, 2026 at 6:26 pm

    Xeraxium might be one of those life-changing trades when it hits.

  16. @EtzelStzoser

    February 12, 2026 at 6:26 pm

    Early movers catch the setups that could go 100x, Xeraxium isn’t waiting for anyone.

  17. @KianaCoucheron

    February 12, 2026 at 6:27 pm

    Wouldn’t be surprised if Xeraxium pulls a crazy 100x run.

  18. @LaisSlack-z5u

    February 12, 2026 at 6:27 pm

    I love your insights, but when will you cover Xeraxium, the presale is ending soon, and private chats are calling it the next 100x?

  19. @TaraSavino

    February 12, 2026 at 6:29 pm

    Liquidity flowing heavy into Xeraxium today.

  20. @HeddaNoe

    February 12, 2026 at 6:29 pm

    Early movers catch the setups that could go 100x, Xeraxium isn’t waiting for anyone.

  21. @DasiTucker

    February 12, 2026 at 6:29 pm

    Bro everyone in my groups is aping into Xeraxium already.

  22. @kalmaruy

    February 12, 2026 at 6:51 pm

    Great guys

  23. @jasono.1629

    February 12, 2026 at 7:04 pm

    lol AI said “no” we can’t work together with investment firms because it’s like putting driverless tech with a horse & buggy.” Instead, they want to take your business 😂

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Bloomberg Technology

Google Rolls Out New AI Chips to Challenge Nvidia

Alphabet Inc.’s Google is rolling out new artificial intelligence chips, aiming to capitalize on its rapid ascent as a challenger to Nvidia Corp. Mandeep Singh of Bloomberg Intelligence has more. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:   Get…

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Alphabet Inc.’s Google is rolling out new artificial intelligence chips, aiming to capitalize on its rapid ascent as a challenger to Nvidia Corp. Mandeep Singh of Bloomberg Intelligence has more.
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Menlo: Agents Now Drive 80% of Enterprise AI Usage

Enterprise AI spending has surged to $177 billion, up from $33 billion in 2025, according to Menlo Ventures’ latest State of Enterprise AI report. Partner Deedy Das says AI agents now account for 80% of usage, as businesses move beyond chatbots toward systems capable of completing complex tasks autonomously. He also discusses the dominance of…

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Enterprise AI spending has surged to $177 billion, up from $33 billion in 2025, according to Menlo Ventures’ latest State of Enterprise AI report. Partner Deedy Das says AI agents now account for 80% of usage, as businesses move beyond chatbots toward systems capable of completing complex tasks autonomously. He also discusses the dominance of Anthropic and OpenAI in enterprise API spending. He joins Carol Massar on “Bloomberg Tech.”
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Bloomberg Technology

Nvidia Investor: Governance Now Part of the Valuation

Wealth Enhancement CIO Doug Huber says the fundamental investment case for Nvidia hasn’t changed, but the investigation surrounding CEO Jensen Huang is putting leadership, succession and corporate governance more firmly into the valuation debate. He joins Carol Massar on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest…

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Wealth Enhancement CIO Doug Huber says the fundamental investment case for Nvidia hasn’t changed, but the investigation surrounding CEO Jensen Huang is putting leadership, succession and corporate governance more firmly into the valuation debate. He joins Carol Massar on “Bloomberg Tech.”
——–
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