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Apple’s Narrowing Margins Overshadow Upbeat Holiday Forecast

1 week 3 days ago
Apple Inc. delivered a mixed outlook to investors in its first quarterly report under Chief Executive Officer John Ternus, with tightening profit margins overshadowing an upbeat sales forecast. Dan Ives, Partner at Yorkville Ives & Co., discusses the AI buildout and recaps Apple and Palantir earnings. (Source: Bloomberg)

Can Apple Defend Its Premium?

1 week 3 days ago
Apple’s 36x forward earnings valuation leaves little room for bad news. Craig Moffett, the Founding Partner and Senior Analyst at MoffettNathanson says slowing services growth, rising memory costs and iPhone supply limits are testing the story. He joins Bloomberg Open Interest to talk about why the new foldable is drawing interest and why it won’t solve Apple’s bigger ecosystem and growth questions. (Source: Bloomberg)

Palantir Growth Slows From Breakneck Pace

1 week 3 days ago
Palantir Technologies expects revenue of roughly $2.65 billion in the three months ended Dec. 31. While that beat the $2.46 billion average of analysts’ estimates, the guidance translates into a roughly 15% quarter-over-quarter gain, falling well below the 20% increase the firm enjoyed in the last period. Ed Ludlow reports on "Bloomberg Open Interest." (Source: Bloomberg)

Apple iPhone Duo Isn't a Big Growth Driver, Craig Moffett Says

1 week 3 days ago
Craig Moffett, founding partner and senior research analyst at MoffettNathanson, says the iPhone Duo appears to be off to a strong start, with availability constrained by supply and wait times extending into January. He acknowledges that reports of cracking screens are a reputational setback, but cautions against overemphasizing them. (Source: Bloomberg)

Salesforce Sponsor Spotlight

1 week 3 days ago
Paul O’Sullivan, Senior Vice President, Solution Engineering & Chief Technology Officer, United Kingdom & Ireland, Salesforce and Dave Williams, Chief Digital Officer, Trustpilot, discuss what it takes to scale software across the enterprise at the 2026 Bloomberg Tech in London. (Source: Bloomberg)

How AI Is Changing Who Can Build Software

1 week 3 days ago
Fabian Hedin, Co-Founder & Chief Technology Officer, Lovable, discusses how AI is changing software creation, the role of engineers and the challenge of building secure, maintainable applications with Bloomberg’s Shirin Ghaffary at Bloomberg Tech 2026 in London. (Source: Bloomberg)
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