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Microsoft Wins, Meta Faces Questions, Qualcomm Sees Supply Chain Challenges | Bloomberg Tech

Bloomberg’s Ed Ludlow breaks down big tech’s earnings, with Microsoft soaring on cloud growth as its AI gets traction, while Meta plummets as Zuckerberg’s AI pitch falls flat on high spending. Plus, Qualcomm CEO Cristiano Amon joins after the company warns of component shortages and rising costs. And, all eyes are on Apple as Tim…

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Bloomberg’s Ed Ludlow breaks down big tech’s earnings, with Microsoft soaring on cloud growth as its AI gets traction, while Meta plummets as Zuckerberg’s AI pitch falls flat on high spending. Plus, Qualcomm CEO Cristiano Amon joins after the company warns of component shortages and rising costs. And, all eyes are on Apple as Tim Cook gives his last earnings report as CEO.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:30 – Gabriela Borges, Goldman Sachs Senior Software Equity Research Analyst
00:08:44 – Bloomberg’s Riley Griffin on Meta’s Disappointing Quarterly Forecast
00:09:43 – Shweta Khajuria, Wolfe Research Managing Director, Global Internet
00:16:10 – Timm Schluze-Melander, Rothschild & Redburn Head of Technology Hardware and Semiconductor Research
00:20:40 – Talking Tech with Yahaira Anand
00:23:45 – Bloomberg’s Ryan Vlastelica Discusses Tech Stocks
00:27:20 – Karan Kunjur, K2 Space CEO
00:32:56 – Cristiano Amon, Qualcomm CEO
00:43:13 – Bloomberg’s Mark Gurman Talks Apple and Tim Cook’s Swan Song
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2 Comments

2 Comments

  1. @pius-shaunwarlimont5119

    July 30, 2026 at 4:18 pm

    Most people are struggling with keeping up based on subscription, therefore extending the service span to be regionally beneficial on a reasonable basis plan.

  2. @amenbrother8818

    July 30, 2026 at 4:57 pm

    K2 seems like the perfect play for the Trump boys, have they already got a piece of that $500 B Golden Dome boondoggle?

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Bloomberg Technology

Amazon’s Ring Unveils Flying Security Camera

Amazon’s Ring unit debuted a flying home security drone more than six years after first announcing the product, marking the brand’s belated entrance into the robotics segment. Chris Welch got an early look at the device that ships in January ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full…

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Amazon’s Ring unit debuted a flying home security drone more than six years after first announcing the product, marking the brand’s belated entrance into the robotics segment. Chris Welch got an early look at the device that ships in January
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Bloomberg Technology

Google’s Gemini Targets Health Care’s Data Problem

Google Cloud is launching Gemini for Health Care, an AI platform designed to connect fragmented information across hospitals, insurers and other health systems while reducing administrative work. Aashima Gupta, Global Leader of Healthcare at Google Cloud, discusses how Gemini can connect medical records, clinical guidelines and business systems, and how Google is building privacy, security…

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Google Cloud is launching Gemini for Health Care, an AI platform designed to connect fragmented information across hospitals, insurers and other health systems while reducing administrative work. Aashima Gupta, Global Leader of Healthcare at Google Cloud, discusses how Gemini can connect medical records, clinical guidelines and business systems, and how Google is building privacy, security and HIPAA compliance into the platform. She joins Riley Griffin on “Bloomberg Tech.”
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Bloomberg Technology

Washington Weighs Nvidia Fallout as China Concerns Grow

The controversy surrounding Nvidia CEO Jensen Huang is raising broader national security questions in Washington, from the potential exposure of sensitive information to concerns over the company’s dealings in China. Foundation for American Innovation senior fellow Ryan Fedasiuk discusses the questions he believes an independent investigation should examine and why the episode could add momentum…

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The controversy surrounding Nvidia CEO Jensen Huang is raising broader national security questions in Washington, from the potential exposure of sensitive information to concerns over the company’s dealings in China. Foundation for American Innovation senior fellow Ryan Fedasiuk discusses the questions he believes an independent investigation should examine and why the episode could add momentum to bipartisan efforts to tighten controls on the flow of advanced US chips to China. He joins Riley Griffin on “Bloomberg Tech.”
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