Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Energy Aspects’ Amrita Sen, Teneo’s Kevin Kajiwara, Kodiak AI’s Don Burnette, Columbia Law School’s Tim Wu, Envestnet Solutions’ Dana D’Auria, CIBC Private Wealth’s Rebecca Babin, CSIS’ Ryan Berg, Nvidia’s Jensen Huang, Davis ...
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Energy Aspects’ Amrita Sen, Teneo’s Kevin Kajiwara, Kodiak AI’s Don Burnette, Columbia Law School’s Tim Wu, Envestnet Solutions’ Dana D’Auria, CIBC Private Wealth’s Rebecca Babin, CSIS’ Ryan Berg, Nvidia’s Jensen Huang, Davis Polk & Wardwell’s David Portilla. (Source: Bloomberg)
Key Points Snowflake's AI data cloud is positioned at the center of today's AI revolution. The tech company's revenue is soaring. While Snowflake remains unprofitable, that's because it's investing heavily in growth opportunities. 10 stocks we like better than Snowflake › Looking for the next decade-long winner from the AI (artificial intelligence) revolution? AI data cloud specialist Snowflake (N...
Key Points Snowflake's AI data cloud is positioned at the center of today's AI revolution. The tech company's revenue is soaring. While Snowflake remains unprofitable, that's because it's investing heavily in growth opportunities. 10 stocks we like better than Snowflake › Looking for the next decade-long winner from the AI (artificial intelligence) revolution? AI data cloud specialist Snowflake (NYSE: SNOW) is a good bet. As companies continue rebuilding their data stacks so they can train models and deploy AI features, Snowflake's cloud-based platform for data management and data sharing is a vital tool. Take it from Snowflake's CEO: "As every company transforms to embrace the AI era, Snowflake remains at the center of today's AI revolution," Sridhar Ramaswamy said in the company's most recent earnings call. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » To his end, the tech company's revenue has been soaring -- and growth will likely remain impressive for years to come, as Snowflake looks like it's still in the early innings of benefiting from the AI boom. But just because a business looks well-positioned for explosive growth over the next 10 years doesn't mean the stock is. A decade-long tailwind Snowflake's business model is simple: It gives companies one place to put data, organize it, interpret it, and securely share it across internal teams and even external partners. In an AI-heavy world, a seamless data cloud like this is key. More useful data for AI models means a better AI. In its fiscal third-quarter 2026 earnings release, CEO Sridhar Ramaswamy described Snowflake as "the cornerstone for our customers' data and AI strategies." As Snowflake leans into its efforts to be customers' cornerstone for their data, customers are responding. Revenue is soaring. In its fiscal third quarter, revenue rose 29% year over year to $1.21 billion. In addition, management said in its fis...
At CES 2026, Qualcomm Technologies introduced a next-generation, full-stack robotics architecture built around its new Dragonwing IQ10 Series processor for industrial autonomous mobile robots and advanced humanoids, integrating hardware, software, and compound AI. The launch underscores Qualcomm’s push to extend its edge AI capabilities beyond smartphones into “physical AI” systems, supported by p...
At CES 2026, Qualcomm Technologies introduced a next-generation, full-stack robotics architecture built around its new Dragonwing IQ10 Series processor for industrial autonomous mobile robots and advanced humanoids, integrating hardware, software, and compound AI. The launch underscores Qualcomm’s push to extend its edge AI capabilities beyond smartphones into “physical AI” systems, supported by partnerships with firms such as Kuka Robotics, Figure, and VinMotion to move prototypes toward large-scale deployment. We’ll now examine how Qualcomm’s Dragonwing IQ10 robotics platform shapes its broader investment narrative around AI-enabled devices and diversified end markets. These 14 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch. QUALCOMM Investment Narrative Recap To own Qualcomm, you need to believe its core handset and licensing engine can fund a transition into broader AI-enabled devices, from PCs to cars and now robots. The Dragonwing IQ10 robotics launch adds to that diversification story but does not meaningfully change the near term focus on upcoming earnings and handset demand, or the key risk from rising in-house chip efforts at major OEMs and intensifying competition in China. Among recent announcements, Qualcomm’s deeper push into Windows PCs with the Snapdragon X2 Plus at CES sits closest to this “beyond smartphones” narrative, alongside Dragonwing. Both product lines are tied to the same catalyst: broader adoption of AI-capable edge devices that could gradually reduce Qualcomm’s reliance on smartphones, while still leaving it exposed to execution risk in newer markets such as PCs, automotive, and industrial IoT. But investors should also be aware that escalating in-house chip development by large OEMs could... Read the full narrative on QUALCOMM (it's free!) QUALCOMM's narrative projects $46.9 billion revenue and $12.2 billion earnings by 20...
At CES 2026, Qualcomm Technologies introduced a next-generation, full-stack robotics architecture built around its new Dragonwing IQ10 Series processor for industrial autonomous mobile robots and advanced humanoids, integrating hardware, software, and compound AI. The launch underscores Qualcomm’s push to extend its edge AI capabilities beyond smartphones into “physical AI” systems, supported by p...
At CES 2026, Qualcomm Technologies introduced a next-generation, full-stack robotics architecture built around its new Dragonwing IQ10 Series processor for industrial autonomous mobile robots and advanced humanoids, integrating hardware, software, and compound AI. The launch underscores Qualcomm’s push to extend its edge AI capabilities beyond smartphones into “physical AI” systems, supported by partnerships with firms such as Kuka Robotics, Figure, and VinMotion to move prototypes toward large-scale deployment. We’ll now examine how Qualcomm’s Dragonwing IQ10 robotics platform shapes its broader investment narrative around AI-enabled devices and diversified end markets. These 14 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch. QUALCOMM Investment Narrative Recap To own Qualcomm, you need to believe its core handset and licensing engine can fund a transition into broader AI-enabled devices, from PCs to cars and now robots. The Dragonwing IQ10 robotics launch adds to that diversification story but does not meaningfully change the near term focus on upcoming earnings and handset demand, or the key risk from rising in-house chip efforts at major OEMs and intensifying competition in China. Among recent announcements, Qualcomm’s deeper push into Windows PCs with the Snapdragon X2 Plus at CES sits closest to this “beyond smartphones” narrative, alongside Dragonwing. Both product lines are tied to the same catalyst: broader adoption of AI-capable edge devices that could gradually reduce Qualcomm’s reliance on smartphones, while still leaving it exposed to execution risk in newer markets such as PCs, automotive, and industrial IoT. But investors should also be aware that escalating in-house chip development by large OEMs could... Read the full narrative on QUALCOMM (it's free!) QUALCOMM's narrative projects $46.9 billion revenue and $12.2 billion earnings by 20...
At CES 2026, Qualcomm Technologies introduced a next-generation, full-stack robotics architecture built around its new Dragonwing IQ10 Series processor for industrial autonomous mobile robots and advanced humanoids, integrating hardware, software, and compound AI. The launch underscores Qualcomm’s push to extend its edge AI capabilities beyond smartphones into “physical AI” systems, supported by p...
At CES 2026, Qualcomm Technologies introduced a next-generation, full-stack robotics architecture built around its new Dragonwing IQ10 Series processor for industrial autonomous mobile robots and advanced humanoids, integrating hardware, software, and compound AI. The launch underscores Qualcomm’s push to extend its edge AI capabilities beyond smartphones into “physical AI” systems, supported by partnerships with firms such as Kuka Robotics, Figure, and VinMotion to move prototypes toward large-scale deployment. We’ll now examine how Qualcomm’s Dragonwing IQ10 robotics platform shapes its broader investment narrative around AI-enabled devices and diversified end markets. These 14 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch. QUALCOMM Investment Narrative Recap To own Qualcomm, you need to believe its core handset and licensing engine can fund a transition into broader AI-enabled devices, from PCs to cars and now robots. The Dragonwing IQ10 robotics launch adds to that diversification story but does not meaningfully change the near term focus on upcoming earnings and handset demand, or the key risk from rising in-house chip efforts at major OEMs and intensifying competition in China. Among recent announcements, Qualcomm’s deeper push into Windows PCs with the Snapdragon X2 Plus at CES sits closest to this “beyond smartphones” narrative, alongside Dragonwing. Both product lines are tied to the same catalyst: broader adoption of AI-capable edge devices that could gradually reduce Qualcomm’s reliance on smartphones, while still leaving it exposed to execution risk in newer markets such as PCs, automotive, and industrial IoT. But investors should also be aware that escalating in-house chip development by large OEMs could... Read the full narrative on QUALCOMM (it's free!) QUALCOMM's narrative projects $46.9 billion revenue and $12.2 billion earnings by 20...
Nvidia Corp. said it has seen strong demand from customers in China for the H200 chip that the Trump administration has said it will consider letting the chipmaker ship to that country. License applications have been submitted and the government is deciding what it wants to do with them, Chief Financial Officer Colette Kress told analysts Monday during a meeting at the CES trade show in Las Vegas....
Nvidia Corp. said it has seen strong demand from customers in China for the H200 chip that the Trump administration has said it will consider letting the chipmaker ship to that country. License applications have been submitted and the government is deciding what it wants to do with them, Chief Financial Officer Colette Kress told analysts Monday during a meeting at the CES trade show in Las Vegas. Nvidia Chief Executive Officer Jensen Huang described the demand as strong. Regardless of the level of license approval, Kress said, Nvidia has enough supply to serve customers in the Asian nation without impacting the company’s ability to ship to customers elsewhere in the world. Nvidia would also need China’s government to allow companies in the country to purchase and use the American products. Beijing previously discouraged government agencies and companies there from using an earlier, less powerful design, called H20.
Why are more gamers than ever playing the 2000s classic RuneScape? 38 minutes ago Share Save Tom Gerken Technology reporter Share Save Jagex Imagine calling your friends, ordering a pizza, and opening up RuneScape on your PC. A lot of people around my age might read those words and be instantly thrown back to the days of dial-up internet, MSN Messenger and Napster. But before you instinctively typ...
Why are more gamers than ever playing the 2000s classic RuneScape? 38 minutes ago Share Save Tom Gerken Technology reporter Share Save Jagex Imagine calling your friends, ordering a pizza, and opening up RuneScape on your PC. A lot of people around my age might read those words and be instantly thrown back to the days of dial-up internet, MSN Messenger and Napster. But before you instinctively type the letters "a/s/l" on your keyboard, get this - for a lot of people, this is hardly the stuff of distant memories. In 2025 RuneScape - the online game where players can go on quests with their friends which first launched way back in 2001 - saw an influx of players. Its number of paid members grew to "well over a million" according to the company, an increase of 30% compared to the start of the year. Many millions more play for free, and the firm saw a historic milestone in 2025 - with a whopping 240,000 logging in at the same time, the most simultaneous players in the game's 25-year history. To put that into context, at the time of writing, only three games available on the online store Steam have more current players. Of course, that high was a peak rather than a constant - it currently stands at around 175,000 - but it shows just how much people have shown an interest in returning to the medieval land of Gielinor. Jagex Most people play what is known as Old School RuneScape - complete with its nostalgia-inducing retro graphics Back in the 2000s, RuneScape made a name for itself as an early massively multiplayer online (MMO) game which could be played in a web browser without downloading anything to your computer. It grew rapidly through word-of-mouth thanks in part to its mix of social interaction, accessible gameplay and humour. Twenty five years after it first came out, it is now two different games. There's RuneScape (which fans often refer to as RS3), a modern take on the classic game. Then there's Old School RuneScape, which looks and feels like the original - pe...
The Asus ROG Zephyrus G14 has been one of the best lightweight gaming laptops around since Asus launched the line six years ago. But while the 14 inch gaming laptop has received a number of updates over the years, one thing has remained constant… until now. Asus has been using AMD Ryzen processors in its ROG Zephyrus G14 laptops since day one. But this year customers will have a choice of Intel or...
The Asus ROG Zephyrus G14 has been one of the best lightweight gaming laptops around since Asus launched the line six years ago. But while the 14 inch gaming laptop has received a number of updates over the years, one thing has remained constant… until now. Asus has been using AMD Ryzen processors in its ROG Zephyrus G14 laptops since day one. But this year customers will have a choice of Intel or AMD processor options. The Asus ROG Zephyrus G14 (GA403) is a model with an AMD Ryzen AI 400 “Gorgon Point” processor and NVIDIA RTX 5060 discrete graphics, while the new ROG Zephyrus G14 (GU405) is the first model with an Intel chip: it sports an Intel Core Ultra 300 “Panther Lake” processor and up to NVIDIA GeForce RTX 5080 graphics. Both models are relatively thin and light by laptop standards, measuring 16mm (about 0.63 inches) thick and weighing 1.5 kg (3.3 pounds). Both feature an aluminum chassis with a diagonal slash on the lid featuring an array of LED lights. And both feature 3K HDR OLED displays with 120 Hz refresh rates, 73 Wh batteries, and six speakers (two tweeters and four woofers). But interestingly it looks like Asus is positioning the Intel model as the premium version of the laptop. The AMD version uses the same chassis as the 2025 version, while the Intel model has an updated chassis with improved airflow (which allows it to support discrete GPUs with up to a 130W TGP), 35-zone RGB lighting on the lid (compared with 7-zone for the AMD model), and a full-sized SD card reader (as opposed to microSD). The hinge has also been updated to make the laptop easier to open. Other things that help set the Intel model apart include a 250W charger (compared with 200W for the AMD model), and support for up to 64GB of LPDDR5X-8533 memory (the AMD version tops out at 32GB of LPDDR5X-7500 memory). Support Liliputing Liliputing's primary sources of revenue are advertising and affiliate links (if you click the "Shop" button at the top of the page and buy something on Ama...
The recently enlarged company is making a move to adjust its balance sheet. A key subsidiary of Constellation Energy Group (CEG 3.09%) is seeking new financing, and investors are not pleased about it. After that subsidiary, Constellation Energy Generation, announced on Monday that it was issuing debt securities, market players sold out of Constellation stock. This left it with a more than 3% loss ...
The recently enlarged company is making a move to adjust its balance sheet. A key subsidiary of Constellation Energy Group (CEG 3.09%) is seeking new financing, and investors are not pleased about it. After that subsidiary, Constellation Energy Generation, announced on Monday that it was issuing debt securities, market players sold out of Constellation stock. This left it with a more than 3% loss on the day. A $2.75 billion concern In a regulatory filing, Constellation stated that it is floating $2.75 billion worth of senior notes, divided into four tranches. The first is a $900 million issue that matures in 2028 and carries an interest rate of 3.9%. The second-largest is an $800 million flotation of notes that come due in 2066 and bear a rate of just under 5.88%. No. 3 totals $750 million, matures in 2031, and pays out at 4.4%. Finally, the remaining $300 million is a floating-rate issue with a maturity date of 2028. The interest payments of all the notes will occur semi-annually, Constellation added. In the prospectus for the four issues, the utility stated that it will use the proceeds raised to retire the outstanding debt of Calpine, the peer electric company it is on the verge of acquiring. Advertisement Expand NASDAQ : CEG Constellation Energy Today's Change ( -3.09 %) $ -11.31 Current Price $ 354.94 Key Data Points Market Cap $114B Day's Range $ 349.54 - $ 378.50 52wk Range $ 161.35 - $ 412.70 Volume 3.1M Avg Vol 2.6M Gross Margin 19.30 % Dividend Yield 0.42 % Floating debt to retire debt Typically, investors tend to favor capital-raising measures that channel funds into business-building activities, such as asset purchases or new research and development efforts. This one will be used to adjust the balance sheet of the Calpine-fattened Constellation. According to another regulatory filing from Constellation, Calpine's net debt stood at just over $11.8 billion at the end of 2024. It isn't unusual for large energy companies to have significant debt piles, as t...