Bloomberg Technology
Why AI Makes Memory Demand Less Cyclical
Celine Woo, portfolio manager and analyst at Lazard Asset Management, explains why the firm sees opportunities not on the largest AI capex spenders, but on where that capital flows, the hardware supply chain companies enabling AI infrastructure. She joins Ed Ludlow to discuss on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on…
Bloomberg Technology
AI Chip Giants TSMC and SK Hynix Pull in Different Directions
TSMC soared while SK Hynix tumbled — why are are the two essential AI chip firms pulling in different directions? Tom Mackenzie explains. ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here: Get the latest in tech…
Bloomberg Technology
Lucid shares slide as EV maker hires restructuring adviser
Lucid Motors is working with restructuring advisers to turn around its struggling business, while dismissing rumors that it’s considering bankruptcy as “completely false.” Consultant AlixPartners has been engaged to examine all aspects of Lucid’s operations. The carmaker is aiming to optimize its business, cut costs and ensure that the rollout of a new mid-size vehicle…
Bloomberg Technology
Palantir Co-Founder Joe Lonsdale on the AI Investment Boom
AI is fueling a new era of venture investing. Joe Lonsdale, managing partner at 8VC and co-founder of Palantir, discusses the firm’s record $1.5 billion fund, why startup rounds are getting bigger, and where he’s placing his bets on the next generation of defense tech and AI companies. He joins Ed Ludlow on “Bloomberg Tech.”…
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A Behind the Scenes Look at Samsung’s Display Lab in South Korea
Day in the Life of the Galaxy S26 Series at Samsung’s Manufacturing Facility in South Korea
Inside Samsung’s Secret Display Lab: A Rare Look at the Future of Smartphones | All Things Mobile
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@jazzbeats8168
June 24, 2026 at 8:25 pm
She reading a script
@culeparasiempre
June 24, 2026 at 9:19 pm
A lot of mistakes and opportunities come from confusing structural for cyclical and vice versa