Both Silicon Valley giants are looking for the next big thing after a slowdown in their main product – iPhone sales at Apple and online ads at Alphabet. Lower expectations mean Tim Cook’s outfit has more time to act. Plus: Activist Dan Loeb puts Sony back under the microscope. See acast.com/privacy for privacy and opt-out information.
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Oct 15
China-EU auto wars drive to in-Seine level
BYD, Geely and peers are taking the Paris Motor Show by storm, right after Beijing agreed with Brussels to cap hybrid exports. In this Viewsroom podcast, Breakingviews columnists tussle over how dominant the makers of Chinese EVs can be – and whether VW and others can fight back. ... Show More
27m 21s
Jan 2024
Apple's Second Downgrade, Mobileye Prompts Chip Stock Rout
Bloomberg's Caroline Hyde and Ed Ludlow break down Apple's second downgrade in a week as analysts caution on slowing iPhone demand. Plus, Mobileye plunges as its full-year revenue forecast falls short of Wall Street estimates, and new data painting a bleak picture for Silicon Val ... Show More
42m 32s
Sep 2025
Apple’s Latest Hardware Updates… And A Buyback Bump 9/9/25
<p>Apple unveiling new iPhones, watches, and AirPods at its product event. How the tech giant is raising prices, and why one top analyst isn’t loving the latest updates. Plus the under-the-radar group of stocks quietly outperforming the broader market. What they have in common, a ... Show More
46m 45s