Bloomberg Tech

Join Michael Shepard, Bloomberg Technology Editor, and Peter Elstrom, executive editor based in London, as they explore the pressures facing chipmakers like Nvidia and ASML due to U.S. tariff policies. They discuss Lyft's strategic acquisition of FreeNow to expand into Europe and the implications for its growth and tech integration. Additionally, the conversation touches on antitrust challenges within the tech sector and the need for the U.S. to bolster its leadership in critical technologies like AI and quantum computing.

Ross Gerber, CEO of Gerber Kawasaki and expert on technology stocks, discusses critical trade probes affecting semiconductor imports and the potential tariffs initiated by the Trump administration. He highlights Nvidia's plans to expand its AI infrastructure in the U.S. and the significance of fast-tracked permits. The conversation also touches on Taiwan's collaboration with a U.S. satellite startup to prevent digital blackouts, emphasizing its implications for connectivity and the semiconductor industry amid geopolitical tensions.

Kayleigh Lyons, a Bloomberg correspondent based in Washington, D.C., joins to unpack President Trump's remarks on tech tariffs and their potential impacts on the smartphone market. She dives into the ongoing FTC antitrust trial against Meta, discussing its defense strategies and the competitive landscape with platforms like TikTok. The conversation touches on shifting investment dynamics in response to tariffs and celebrates groundbreaking advancements like Blue Origin's all-female space flight, emphasizing representation in aerospace.

Dive into the latest stock market moves with insights on major players like Texas Instruments facing challenges in the semiconductor sector. Discover how U.S.-China trade tensions are influencing tech giants like Broadcom and NVIDIA. Explore how market sentiments are propelling gold stocks like Newmont while Wells Fargo grapples with disappointing earnings. This fast-paced discussion highlights the volatility and dynamics shaping today's investment landscape.

Mitchell Green, Founder at Lead Edge Capital, and Tony Wong, T. Rowe Price's Science and Tech Portfolio Manager, dive into the turbulent U.S.-China tariff tensions and their ripple effects on the tech sector. Green maintains a bullish stance on China despite concerns over ByteDance's complex ownership, while Wong discusses the challenges tech giants face with manufacturing shifts and profit margins. The conversation also explores how these geopolitical dynamics are reshaping investment strategies and the future landscape of technology.

Nancy Tengler, CEO and CIO of Laffer Tengler Investments, shares her insights on current market trends and her strategic buys amidst tech stock volatility. Jay Hatfield, CEO of Infrastructure Capital Advisors, discusses the US economic outlook and how trade uncertainty affects investment opportunities. They explore the effects of tariff changes on significant players like Tesla and Apple, and Tengler highlights how TSMC benefits from these developments. The conversation dives into the interconnectedness of trade dynamics, regulatory scrutiny, and the challenges facing major tech companies.

In this discussion, Dave Lee, a Bloomberg Opinion columnist, dives into the complexities of Trump's tariff agenda and its potential to hinder American AI advancements. He highlights how these tariffs create a precarious landscape for tech manufacturers, particularly with companies like Apple caught in the crossfire. The conversation unpacks the economic implications for U.S. tech and the crucial need for strategic adaptations in supply chains. Lee emphasizes that while tariffs seem aimed at bolstering manufacturing, they may inadvertently compromise America's position in the competitive global tech arena.

Larry Summers, former U.S. Treasury Secretary and Harvard professor, discusses the looming recession and the effects of trade tensions on the economy. Jay Jacobs, BlackRock's head of thematic and active ETFs, examines the market rebound driven by potential trade deals, particularly in the tech sector. They dive into how tariffs are reshaping investments, especially in companies like Tesla and Apple, while highlighting the importance of long-term strategies in AI infrastructure amidst market volatility.

Angelo Zeno, VP and Senior Equity Analyst at CFRA Research, dives into the tumultuous waters of the tech market shaped by tariff uncertainties. He discusses how leading tech firms like Apple and Tesla navigate these challenges and their potential pricing strategies. The conversation sheds light on the semiconductor market's volatility and its impact on investor confidence. Additionally, the implications of the ongoing U.S.-China trade tensions, particularly for companies like TikTok, reveal the complex landscape for IPOs and market stability.

Recent tariffs are stirring trouble for tech stocks, especially impacting giants like Apple and Tesla. Analysts are rethinking future earnings as market uncertainties loom large. TikTok is under pressure to finalize its U.S. sale amid dataprivacy anxieties, with fierce competition shaping advertising strategies. Exclusive insights reveal how companies are grappling with these geopolitical headwinds while trying to maintain growth and adapt in a volatile landscape.