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CoreWeave CEO Michael Intrator characterizes the company's first-quarter earnings as transformational, highlighting strong performance across revenue and operating margins. Speaking on "Bloomberg Tech," Intrator emphasizes robust demand from existing AI-native and cloud customers, as well as new verticals such as trading and finance firms and robotics companies integrating AI at scale.

Alexandra Ivanova, fund manager at Invesco Asset Management, discusses the outlook for credit markets and where she sees opportunities. "Software has been one of the big underperformers," Ivanova tells Bloomberg Television. "There are places there that I think there are resilient businesses."

SVP founder and CIO Victor Khosla says the concerns about software stocks are warranted. Speaking at the Milken Institute Global Conference in Beverly Hills, California, Khosla details why he is worried about the credit market.

Apple delivered a strong revenue forecast for the third quarter, with sales expected to rise 14% to 17% in the period. The company warned that memory-chip costs will increase and that shortages of Mac computers will persist for "several months." Bloomberg Intelligence's Matthew Bloxham breaks down the situation.

Jay Goldberg, Seaport Research Partners semiconductors and electronics senior analyst, reacts to Apple's fiscal second-quarter results. Speaking on "Bloomberg The Close," Goldberg says memory prices could put pressure on Apple's gross margins.

Apple delivered second-quarter revenue that edged past analysts' estimates, helped by demand for the iPhone and Mac. Ed Ludlow reacts to the earnings report on "Bloomberg The Close."

Daniel Flax, Neuberger senior research analyst, discusses what the latest round of tech earnings could portend for AI companies like Apple, Broadcom and Nvidia on "Bloomberg The Close."

Intel Corp. gave a strong sales forecast for the current period, signaling that the struggling chipmaker is finally beginning to benefit from the giant build-out of artificial intelligence infrastructure. Bloomberg's Ed Ludlow breaks down the numbers.

Intel gave a strong sales forecast for the current period, signaling that the struggling chipmaker is finally beginning to benefit from the giant build-out of artificial intelligence infrastructure. Ed Ludlow reports on "Bloomberg The Close."

Zscaler Chairman, CEO, & Co-Founder Jay Chaudhry discusses Anthropic's Mythos AI and the cybersecurity risks large enterprises are struggling to protect themselves from. He talks with Romaine Bostick and Katie Greifeld on "The Close."