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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s plans to cut nearly 5% of its corporate workforce. Plus, ASML posts record fourth-quarter orders as AI drives...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Intel’s earnings, as the chipmaker returned to profitability and gave an upbeat revenue forecast. Plus, banks are preparing to...
Pierre Ferragu, head of global tech infrastructure at New Street Research, says Intel earnings show it’s in good standing for the near term and what matters...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact of the US revoking TSMC’s authorization to freely ship essential chipmaking gear to its main Chinese base....
Elon Musk says in the future Tesla will derive about 80% of its value from its Optimus humanoid robots. Pierre Ferragu, head of New Street Research’s...
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...
Pierre Ferragu of New Street Research says it’s unlikely to see ASML move manufacturing away from the Netherlands as the company warns of tariffs roiling the...
Bloomberg’s Tim Stenovec discusses how shares of Nvidia and Tesla have slid over the last week. Plus, Micron says margins will miss analyst estimates this quarter....
Pierre Ferragu, head of tech infrastructure research at New Street Research, says Micron didn’t want to set expectations too high when the chipmaker told investors margins will...
