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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.

Rene Haas, chief executive officer of Arm Holdings Plc, says demand for AI-related products is buoying the company amid a slowdown in its smartphone business. He speaks with Caroline Hyde on "Bloomberg Tech."

Liz Ann Sonders, chief investment strategist at Charles Schwab, looks at the market takeaways from earnings and the performance of Mag Seven stocks this year and says the market "is fine" if interest rates stay where they are.

Walt Disney Co. beat Wall Street expectations in the fiscal second quarter thanks to improved profitability at its streaming business, new movies, and guests spending more at the company's resorts and on cruises. Geetha Ranganathan of Bloomberg Intelligence has more.

Advanced Micro Devices gave a strong forecast for the current period while Super Micro Computer shares gained in extended trading after the company reported improved margins. Michael Shepard reports on "Balance of Power: Evening Edition."

Chevron CFO Eimear Bonner says the company's portfolio is resilient to recent geopolitical risks. Speaks on "Bloomberg The Close," Bonner also comments on the company's buyback strategy and rising oil prices.

Seema Shah, chief global strategist at Principal Asset Management, says earnings suggest there isn't as much exposure to the conflict with Iran as expected and sees US markets being able to keep the impacts "quite contained."

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.

Julian Emanuel, chief equity and quantitative strategist at Evercore, examines the role of earnings in supporting the bull market in stocks and offers a timeframe for when higher oil prices will begin to impact equities.

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."