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Bloomberg’s Caroline Hyde gets investor reaction to earnings from Amazon, Apple, Twilio and others. Plus, Nvidia CEO Jensen Huang still hopes to sell Blackwell chips to...
Apple reported a bump in quarterly sales and predicted the holiday season would be its “best iPhone quarter ever.” But concerns around China and AI persist....
Caroline Hyde in New York and Ed Ludlow in Cupertino, California break down what to expect from Apple’s biggest product launch event of the year. Analysts...
Cisco’s Chief Product Officer Jeetu Patel says that we are now entering the second phase of AI, moving from chatbots to AI agents. He joins Caroline...
Bloomberg’s Caroline Hyde discusses concerns about AI valuations amid the Nasdaq 100’s worst losing streak in five months. Plus, Thoma Bravo Managing Partner Holden Spaht discusses...
Creative Strategies President and Principal Analyst Carolina Milanesi says Google’s focus on AI makes its new devices appealing to a broad range of users. She joins...
Bloomberg’s Caroline Hyde discusses President Donald Trump’s call for Intel CEO Lip-Bu Tan to resign. Plus the White House considers 100% tariffs on semiconductors, with a...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s software and AI goals as the company kicks off its annual Developers Conference in Cupertino. Plus, AI and...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Salesforce’s plan to acquire Informatica for $8 billion after an earlier attempt fell through. Plus, they look at how...
It’s a “fairytale” to think the full iPhone supply chain can be moved to the U.S., says Carolina Milanesi, president and principal analyst at Creative Strategies....
