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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s decision to use Alphabet’s Gemini to power Siri in a multiyear deal. Plus, Nvidia plans to invest $1...
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...
Janus Henderson Global Technology and Innovation Team Portfolio Manager Denny Fish says while some AI valuations like Palantir’s are speculative, others including Nvidia’s are more comfortable...
Bloomberg’s Ed Ludlow details the tech stock rout as chipmakers like Nvidia and ASML warn of stresses from President Trump’s tariffs. And, Lyft enters the European...
Janus Henderson’s Denny Fish says the US is penalizing Nvidia and giving the market to Huawei as President Trump’s administration curbs chips export to China. He...
