Ed Ludlow

CEO of Neurofoss and Michael Stewart, managing partner at M12.

And the PC side of the business, many feeling that that's been a growth trajectory for them once again.

And we had, of course, the discussion around Panther Lake and what they've been doing in terms of innovation.

The key question is going to be foundry.

Where is that actually going in terms of clear direction?

Revenues are likely to fall for this fiscal quarter that they're reporting on it by 6%.

It's only growth come the second half of 2026, right?

Yeah, so maybe a bit of digestion just before they come out.

But digest more of this edition of Bloomberg Tech.

It's over for now, but Ed, the podcast.

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Netflix shares they drop on spending to buy Warner Brothers Discovery.

At first, we return to these public markets, then actually bounce back somewhat on the walking back from the edge of President Trump.