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DA Davidson Head of Technology Research Gil Luria joined Bloomberg Open Interest to explain why Nvidia’s ecosystem and chip demand could support growth through 2030, while...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Intel’s plan to join Elon Musk’s Terafab project with Tesla, SpaceX, and xAI. Plus, Broadcom and Google expand an...
Intel is joining Elon Musk’s Terafab project, a massive effort to develop in-house semiconductors for Tesla, SpaceX and xAI. The project aims to consolidate the entire...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Alphabet’s debt plans, as sources tell Bloomberg the Google parent is looking at $15 billion in US high-grade debt...
Bloomberg’s Caroline Hyde discusses potential plans by the US government to take a stake of about 10% in Intel as SoftBank buys into the chipmaker. Plus...
If the US takes a stake in Intel, it will likely influence the chipmaker’s decisions, even if it doesn’t take a governance position at the company,...
Bloomberg’s Caroline Hyde discusses President Trump’s threat to place a 25% tariff on Apple if it doesn’t move iPhone production to the U.S. Plus, Andrew Ng,...
Apple could bring iPhone manufacturing to the U.S. in five years and should use that as a negotiating point with the Trump administration, says Gil Luria,...
Bloomberg’s Caroline Hyde discusses why one of Wall Street’s most bearish Tesla analysts has further reduced estimates for the company’s earnings. Plus, Gil Luria, managing director...
Investors need to consider how the US’s role in the global economy has already changed, says Gil Luria, D.A. Davidson managing director. He discusses the levers...
