Bloomberg Tech

Bloomberg’s Carol Massar goes all in on Nvidia's investigation into CEO Jensen Huang after his affair with an alleged Chinese spy, and how the scandal is becoming a Washington national security issue putting the US-China battle over AI chips back in the spotlight. Plus, Menlo Ventures is out with a new report on the state of enterprise AI.
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Apple is finally bringing some of Siri's most ambitious AI capabilities to the iPhone. In this episode of Power On, Bloomberg's Mark Gurman and Vlad Savov break down the major changes coming with iOS 27.3, including Siri's new ability to control apps, carry out complex tasks and coordinate actions across multiple applications. They discuss how these improvements compare with AI agents from OpenAI and Meta, and why Apple still has a long way to go. Plus, Mark and Vlad analyze John Ternus's first earnings call as Apple's CEO, the company's strong iPhone sales, concerns about slowing growth and profit margins, and why more price increases could be coming. They also examine Apple's AI rollout in China and the privacy implications of new always-listening Apple Watch features.

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Bloomberg’s Tim Stenovec takes a look at what's driving a rebound in tech stocks as dip buyers step in to support the battered AI trade. Plus, Anthropic's IPO plans get impacted by the post-election selloff, prompting prospective investors to rethink the company's expected valuation; and the CEOs of Lyft and DraftKings join to break down their earnings results.
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Bloomberg’s Tim Stenovec takes a look at the tech market meltdown as concerns that the incoming Democratic majority in congress could slow the US data center buildout. Post-midterm jitters also knocked Elon Musk's companies, with Tesla and SpaceX tumbling for a second day. Plus, Agility Robotics hits the public markets and CEO Peggy Johnson discusses what drove the move.
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Bloomberg’s Carol Massar takes a look at what a blue wave means for the tech sector after Democrats won control of the US House and Senate in the midterm elections. Plus, AMD's forecast exceeds estimates as chip demand soars, showing the semiconductor supercycle still has legs. And the AI capital raise continues, as Meta kicks off a six-part debut euro bond offering, adding to a record wave of corporate bond deals in Europe.
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