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Apple has held exploratory discussions about using Intel and Samsung to produce the main processors for its devices in the US. According to people familiar with the deliberations, Apple had early-stage talks with Intel about enlisting the company's chipmaking services. Apple executives also made visits to a Samsung plant under development in Texas. The move would offer a secondary option beyond longtime partner TSMC. Bloomberg's Neil Campling explains.

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."

OpenAI recently failed to meet its own goals for new user acquisition and sales, fueling internal concerns that the company may struggle to support its spending on AI infrastructure, according to a Wall Street Journal report. Bloomberg's Neil Campling has the details.

Experts say quantum computing can reshape areas ranging from new drug discovery to machine learning and risk modeling in finance. But it's also thought to be still years away from offering many practical solutions. As a breakthrough proves elusive in the quest to deploy the nascent technology and boost earnings, global finance is divided on how to proceed. Bloomberg's William Shaw reports.

Wei Li, chief global investment strategist at BlackRock, discusses the outlook for artificial intelligence stocks, capital expenditure and earnings. "We're specifically overweight semis and hardware," Li tells Bloomberg Television.

"We are a growth company," ServiceNow Chair and CEO Bill McDermott says while discussing the company's first-quarter earnings on "Bloomberg Open Interest."

Brent Thill, Jefferies software and Internet research tech sector leader, reacts to IBM posting quarterly sales in its software unit that were in line with estimates, failing to shake investor concerns about AI disruption to its business. He speaks on "Bloomberg The Close."

"I couldn't be happier about it," Gerber Kawasaki Wealth and Investment Management co-founder and CEO Ross Gerber says while reacting to Apple naming John Ternus as the iPhone maker's next leader, with Tim Cook shifting to the role of executive chairman. He speaks on "Bloomberg The Close."

UBS Wealth Management's France CIO Claudia Panseri discusses investing in artificial intelligence, saying exposure is focused on the US and China and "more selective" than two years ago. "We also prefer companies which are still investing using cash rather than companies issuing bonds," Panseri says on Bloomberg Television.