Vlad Savov

Vlad Savov, Bloomberg Tech Editor in Hong Kong, on iPhone sales in Greater China, supply-chain and semiconductor shifts. Doug Krizner, Asia tech podcast host, frames Apple’s upcoming results and Asia reporting. Ellen Milligan, UK political correspondent, on the political dynamics of the UK prime minister’s China visit. Michael McKee, international economics correspondent, on Fed policy outlook and macro risks.

Ellen Milligan, a UK political correspondent, outlines the history and diplomatic balancing around the prime minister's China visit. Vlad Savov, a tech editor, covers Apple in Greater China, supply-chain shifts, semiconductor shortages, and regional manufacturing moves. They discuss diplomatic tensions, iPhone demand drivers, memory-chip crunches, and where production is heading.

Vlad Savov, Tech Editor at Bloomberg, sheds light on a groundbreaking agreement where Nvidia and AMD will allocate 15% of their Chinese AI chip sales to the U.S. government for export licenses. This arrangement raises questions about compliance costs and U.S.-China relations. He also delves into the impact of a recent tax hike in the UK, which is causing job cuts and weakening the labor market. Additionally, Savov discusses the ripple effects of low interest rates on pension funds and the ongoing property market challenges.

Wendy Cutler discusses Yellen's China visit, Joshua Crabb shares market outlook, and Vlad Savov talks about TSMC's $11.6 billion US grants. Topics include US-China economic relations, TikTok restrictions, US inflation data, TSMC's US expansion, and semiconductor industry dynamics.

Ellen Milligan, UK political correspondent focused on Starmer’s China trip and UK domestic politics. Vlad Savov, tech editor reporting from Hong Kong on Apple sales, supply chains and semiconductors. Michael McKee, international economics reporter covering Fed policy, inflation and labor market signals. They discuss Starmer’s Beijing visit, Apple and memory-chip strains, and the Fed’s stance and data-driven risks.

Vlad Savov is a tech editor who breaks down the latest from Apple and Amazon, revealing how supply chain issues and the iPhone 17 are pivotal for Apple's growth. He also examines Amazon’s strong AWS earnings and hefty AI investments. Sanna Vass, a reporter covering Nordic security, shares insights from Greenland about Denmark's military ramp-up and local attitudes towards increased NATO activity, highlighting a mix of support and concerns over their autonomy.

Vlad Savov, Bloomberg Tech Editor in Hong Kong, and Jamie Cox, Managing Partner at Harris Financial Group, discuss the rise of Chinese AI startup DeepSeek and its R1 chatbot. They explore how this innovation has created a stir in the market, erasing nearly $1 trillion from US and European tech stocks. The guests delve into implications for global AI competition, trade sanctions affecting China's tech landscape, and the innovations that could redefine energy technology. This conversation illuminates the friction between emerging AI models and traditional computing.

In this discussion, Todd Walsh, CEO of Alpha Cubed Investments, shares insights on market volatility and investment strategies amid current economic indicators. Vlad Savov, Bloomberg Tech Editor, dives into the potential impact of Google's Pixel smartphone launch in a competitive landscape, emphasizing its AI integrations. Michael Sobolik, a Senior Fellow at the American Foreign Policy Council, provides a nuanced look at U.S.-China relations, balancing human rights with diplomatic engagement. Together, they navigate the intersection of technology, finance, and global politics.

In this discussion, guests include Ross Mayfield, an investment strategy analyst at Baird, Vlad Savov, a Bloomberg tech editor in Hong Kong, and Rebecca Choong Wilkins, a politics correspondent. They tackle Samsung's impressive earnings driven by AI advancements and its renewed tech strategy. The conversation shifts to Italian Prime Minister Giorgia Maloney’s diplomatic balancing act with China post-Belt and Road Initiative. Additionally, they explore Italy's evolving trade relations with China amidst geopolitical tensions.

In this podcast, Vlad Savov, Brian Krawez, and Wei Yao discuss the US considering tougher trade rules on China's chip industry. They explore the impact on companies like Huawei, negotiations, market reactions, investment opportunities in Gentex and Samsung, President Xi Jinping's economic vision for China, technology upgrade focus in China, and measures to boost domestic demand.