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Bloomberg

Musk Asks Suppliers to Move at 'Light Speed' on Terafab Plan

Elon Musk's lieutenants have reached out to chip industry suppliers including Applied Materials Inc., Tokyo Electron Ltd. and Lam Research Corp. for his envisioned Terafab, early steps in an audacious and likely arduous attempt to break into the production of cutting-edge chips.  Staff working for the joint venture between Tesla Inc. and SpaceX have sought price quotes and delivery times for an array of chipmaking gear, people familiar with the matter said. In past weeks, they've contacted makers of photomasks, substrates, etchers, depositors, cleaning devices, testers and other tools, according to the people, who asked not to be named disclosing private discussions. Bloomberg's Ed Ludlow joins to discuss.

Leia mais: Musk Asks Suppliers to Move at 'Light Speed' on Terafab Plan
Bloomberg

Netflix Will Be Top Player in Entertainment Forever, Ross Gerber Says

Ross Gerber, Gerber Kawasaki Wealth and Investment Management co-founder, president and CEO, says Netflix is in a phenomenal position and just "keeps printing money." Netflix gave a forecast for the second quarter that fell short of analysts expectations. Gerber speaks on "Bloomberg The Close."

Leia mais: Netflix Will Be Top Player in Entertainment Forever, Ross Gerber Says
Bloomberg

Netflix Is Still a Growth Stock Despite Q2 Forecast, Seaport's Joyce Says

David Joyce, Seaport Research Partners senior analyst, says Netflix's full-year forecast reinforces that the company is still a growth stock, despite giving a forecast for the second quarter that fell short of analysts expectations. He speaks on "Bloomberg The Close."

Leia mais: Netflix Is Still a Growth Stock Despite Q2 Forecast, Seaport's Joyce Says
Bloomberg

Ariel's Rogers Sees Opportunities in Women's Sports, 'Orphan Stocks'

Ariel Investments has been expanding its private markets platform through Ariel Alternatives and has jumped into the world of investing in women's sports. Company Chair and co-CEO John Rogers speaks with "Bloomberg The Close" about the decision and also weighs in on the political implications of the difficult economic reality caused by the US-Iran war.

Leia mais: Ariel's Rogers Sees Opportunities in Women's Sports, 'Orphan Stocks'