Apple’s iPhone 17 Pro, Pro Max and iPhone Air went on sale with long lines forming outside stores. Bloomberg’s Dana Wollman discusses the rollout and reports and supply concerns. She joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here: https://www.youtube.com/playlist?list=PLfAX25ZLrP ...

Market Volatility & Geopolitics - Geopolitics is increasingly becoming a source of market volatility, impacting individual companies and the market broadly [2] - Trade relationships, particularly between the U S and China, involve leverage points that both sides are trying to exploit [4] - Trump's geopolitical risk is a key story, intertwined with the semiconductor industry [6] - Companies are closely aligned with the Trump administration's objectives, akin to a space race driven by sovereign interest [7] Demand & Growth - Massive demand exists domestically, even in a potentially bifurcated world where the U S and China may not trade as much [9] - Demand from hyperscalers based on AI workflows is a positive factor [11] Investment Strategy - The market has experienced a tremendous run since April 8th, leading to potential overvaluation [10] - Rebalancing and taking profits may be prudent, given the underlying risks and the market's 16% year-to-date increase on the Nasdaq 100 [9][10] - The current euphoric market conditions suggest positioning for a potential moment of doubt [13] - Innovation periods are not expected to be linear and may experience fits and starts [12]

What do you make of the readout. Well, Carol, we're still looking at this readout as it comes in and as we're trying to interpret its meaning. We are not seeing a clear cut signal that China has given its blessing to this framework agreement that was unveiled by Chinese negotiators and U.S. negotiators after two days of talks in Madrid.There were very few details on that accord at the time, but our reporting has shown, as Ed has pointed out just now, that Oracle, as well as Andreessen Horowitz and Silverlak ...

You put out a very strongly worded statement following what seemed to be Jimmy Kimmel's show being put on ice indefinitely. And you really talk about it having been led to a shameful show of cowardly corporate capitulation by ABC that has put the foundation of the First Amendment in danger. So you think this is a corporate responsibility at this moment.What we are seeing is this administration use whatever levers of power it has in order to bring broadcasters to heel. And the news media, as you mentioned. T ...

Look, I think it's going to move the needle. I mean, I think especially in China, there's definitely when I saw pent up demand, I think street numbers continue to be pretty conservative to maybe low. And I know that's a great setup.Look, the reality is that this is not going to be a supercycle. There's nothing here that makes you think that this is going to be the game changer that everyone's been waiting for. But I do believe, given the install base, given some of the tweaks here and ultimately on the way, ...

Jack is back at Alibaba and just in time, the billionaire co-founder has re-energized the company's charge into AI and a battle in online commerce against its two biggest rivals. Once China's wealthiest and most outspoken tech leader, Mah vanished from the spotlight after Beijing tightened its grip on the economy and cracked down on its billionaire class. His public criticism of China's regulators made headlines in 2020.And it wasn't until this appearance with President Xi Jinping in February this year that ...

You are all about city mobility, all about the pricing being right for everyone in modern transit. How does Waymo change the game for Chandler. Thanks for having me back.The idea is to use the most advanced technology. This is part of our mission and bring it to local governments and make their systems, especially transit systems, more efficient. In this case, we can leverage the autonomous vehicles that Waymo already has to support service during peak hours, where we may have more demand than we are able t ...

I think that context is really important, right. The evolution from Orion to this halfway point. But my question to start is, who is this targeted at.Right. You have generations of prior prior generation, better Ray-Ban wearers. Or is this a new entry.People starting from scratch. I think it'll probably be some combination of both. So just because we're talking about it here, these are the matter.Ray-Ban is you can see we've worked with Ray-Ban to get them into the form factor that people are comfortable we ...

Your note. Always a must read every morning. And for me, the takeaway was clear Who are the winners, but also who are the losers.And I'll go to the losers now, because you say this is bad and this is putting pressure on arm. How so. Well, thanks for having me.Yeah, Immediately it's going to add competitive pressure, I guess. With AMD facing Intel now with in video and the technology they bring for the PC desktop market. So that's one area.But basically a lot of investors don't care so much about what happen ...

The pace at which this happened is remarkable. Just take us through the timeline. Never look, Jimmy's comments or Kimmel comments were on his show Monday.We go through Tuesday without anything happening. There is some online outrage, of course, but but no comments from Disney or stations or anything like that. But then Wednesday, Brendan Carr, the chair of the Federal Communications Commission, went on Barry Johnson's podcast.Carr has been kind of have openly antagonized a lot of media companies, said that ...