Beth Kindig, lead tech analyst at the I/O fund, says investors should keep an eye on the moment when there is an inflexion - which hasn't happened yet, but which is what tech CEOs are "banking on." She joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech."
Chip-design software maker Synopsys gave an upbeat first quarter forecast, following a significant equity investment from Nvidia earlier this month. Synopsys CEO Sassine Ghazi joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech."
Disney is licensing iconic characters including Mickey Mouse and Cinderella to OpenAI for use on its artificial intelligence video platform and has agreed to take a $1 billion stake in the startup. Bloomberg News reporter Hannah Miller and Bloomberg Opinion contributor Dave Lee join Caroline Hyde and Ed Ludlow on "Bloomberg Tech."
Alex Zukin, Managing Director and Senior Analyst covering enterprise software at Wolfe Research, discusses the fall in Oracle shares and why he thinks it is more about a "timing mismatch" and the company is getting "overly penalized". He joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech."
Warner Bros. Discovery Inc. has entered exclusive negotiations to sell its film and TV studios and HBO Max streaming service to Netflix Inc., according to people familiar with the discussions. The two companies could announce a deal as soon as in the coming days, assuming talks don't fall apart, the people said. Bloomberg's Manuel Baigorri breaks down the situation.
