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
Everybody’s Business: Tubi’s Growth Strategy Includes Edgy Merch
At a time when subscriber growth is slowing for streaming giants like Netflix, ad-supported online video services like Tubi are seizing the opportunity, offering viewers abundant content without the cost of a subscription. Tubi’s Chief Content Officer Adam Lewinson joins Max Chafkin and Stacey Vanek Smith on the Everybody’s Business podcast to discuss the company’s…
Bloomberg Technology
AI Spending Rolls On as Tech Wealth Hits Records
Companies are spending billions on AI, but actually getting it into production remains a major challenge. Insight Partners sees forward-deployed engineers as part of the solution: embedding directly with customers to turn AI into working products and workflows. Insight Partners Operating Partner Pablo Dominguez joins to discuss why the firm is launching a dedicated practice…
Bloomberg Technology
Apple New CEO Ternus Puts Focus Back on Design
Apple’s new CEO is putting his own stamp on the company and making design a much bigger priority. Bloomberg’s Mark Gurman discusses how John Ternus is taking a hands-on role as Apple prepares a wave of new products in this week’s Power On newsletter – also now a podcast. He joins Ed Ludlow on “Bloomberg…
Getting Bridget’s REAL age?!
Everybody’s Business: Tubi’s Growth Strategy Includes Edgy Merch
AI Spending Rolls On as Tech Wealth Hits Records
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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