Uploaded July 2026 | Updated September 2026, 2 weeks ago
Chipmakers are delivering record earnings, yet investor skepticism is dragging stocks lower. Sky‑high expectations, crowded trades, and looming uncertainty mean the AI boom isn’t easy money anymore. Bloomberg’s Anthony Stephens has more.
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Chipmakers are delivering record earnings, yet investor skepticism is dragging stocks lower. Sky‑high expectations, crowded trades, and looming uncertainty mean the AI boom isn’t easy money anymore. Bloomberg’s Anthony Stephens has more.
Original filename: VERT_AIGREATNESS_07302026_V5_FINAL (1).mp4
--------
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










