Uploaded July 2026 | Updated September 2026, 2 weeks ago
Bloomberg’s Ed Ludlow breaks down the selloff in chip stocks dragging the Nasdaq 100 near correction territory, after signs of progress in China's chipmaking add to worries about the sustainability of the AI spending boom. Plus, SpaceX shares erase a fifth of their value since the record-setting debut of Musk's company, as investors start to avoid riskier tech firms. And, Apple briefly becomes just the second company ever to achieve a $5 trillion market valuation.
Chapters:
00:00:00 - Bloomberg Tech Begins
00:01:45 - Bloomberg's Peter Elstrom on China's Chip Advances
00:03:56 - Bloomberg's Bailey Lipschultz on SpaceX's Post-IPO Slide
00:07:21 - Shanti Kelemen, 7IM Co-Chief Investment Officer
00:12:57 - Bloomberg's Michael Shepard on Tech Leaders Warning Against US Ban on Open-Weight AI
00:16:28 - Hayete Gallot, Microsoft Security Executive Vice President
00:19:41 - Talking Tech
00:20:36 - Bloomberg's Kurt Wagner on Meta and BlackRock's Plan to Build $14B Data Center
00:23:51 - Bloomberg's Ryan Vlastelica on Chip Selloff, AI Spending Concerns
00:26:55 - Bloomberg Intelligence's George Ferguson Discusses SpaceX's Post-IPO Slide
00:29:41 - Bloomberg's Dana Wollman on Apple's Newest Smart Home Products
00:31:42 - Cathy Gao, Sapphire Ventures Partner
00:41:47 - Bloomberg's Brody Ford on AI's Decimation of Call Center Jobs
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Bloomberg’s Ed Ludlow breaks down the selloff in chip stocks dragging the Nasdaq 100 near correction territory, after signs of progress in China's chipmaking add to worries about the sustainability of the AI spending boom. Plus, SpaceX shares erase a fifth of their value since the record-setting debut of Musk's company, as investors start to avoid riskier tech firms. And, Apple briefly becomes just the second company ever to achieve a $5 trillion market valuation.
Chapters:
00:00:00 - Bloomberg Tech Begins
00:01:45 - Bloomberg's Peter Elstrom on China's Chip Advances
00:03:56 - Bloomberg's Bailey Lipschultz on SpaceX's Post-IPO Slide
00:07:21 - Shanti Kelemen, 7IM Co-Chief Investment Officer
00:12:57 - Bloomberg's Michael Shepard on Tech Leaders Warning Against US Ban on Open-Weight AI
00:16:28 - Hayete Gallot, Microsoft Security Executive Vice President
00:19:41 - Talking Tech
00:20:36 - Bloomberg's Kurt Wagner on Meta and BlackRock's Plan to Build $14B Data Center
00:23:51 - Bloomberg's Ryan Vlastelica on Chip Selloff, AI Spending Concerns
00:26:55 - Bloomberg Intelligence's George Ferguson Discusses SpaceX's Post-IPO Slide
00:29:41 - Bloomberg's Dana Wollman on Apple's Newest Smart Home Products
00:31:42 - Cathy Gao, Sapphire Ventures Partner
00:41:47 - Bloomberg's Brody Ford on AI's Decimation of Call Center Jobs
--------
Like this video? Subscribe to Bloomberg Technology on YouTube:
youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg
Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here:
youtube.com/playlist?list=PLfAX25ZLrPGTygCwn55voYZ_LYyKjxokJ
Get the latest in tech from Silicon Valley and around the world here:
bloomberg.com/technology
Connect with us on...
X: twitter.com/technology
Facebook: facebook.com/BloombergTechnology
Instagram: instagram.com/bloombergbusiness
Follow Ed Ludlow on X here: twitter.com/EdLudlow
Follow Caroline Hyde on X here: twitter.com/CarolineHydeTV
Listen to the daily Bloomberg Technology podcast here:
bloomberg.com/podcasts/series/bloomberg-technology
More from Bloomberg Business
Connect with us on...
X: twitter.com/business
Facebook: facebook.com/bloombergbusiness
Instagram: instagram.com/bloombergbusiness
LinkedIn: linkedin.com/company/bloomberg-news
TikTok: tiktok.com/@bloombergbusiness
