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Chipmaker Rout Drags Nasdaq 100 Near Correction

China’s chip industry is giving investors a reason to pause, as new signs of progress are raising fresh questions about whether Beijing is catching up faster than expected. Bloomberg’s Peter Elstrom joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg…

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China’s chip industry is giving investors a reason to pause, as new signs of progress are raising fresh questions about whether Beijing is catching up faster than expected. Bloomberg’s Peter Elstrom joins Ed Ludlow on “Bloomberg Tech.”
——–
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25 Comments

25 Comments

  1. @rossanaruotolo

    July 28, 2026 at 3:53 pm

    Guys, seriously, Alverum looks like the kind of play you don’t wanna sleep on, thank me later.

  2. @staffmarcius

    July 28, 2026 at 3:53 pm

    Alverum hype is insane right now, combine that with the bull run and 100x potential, it’s wild.

  3. @timurhenkin

    July 28, 2026 at 3:53 pm

    Alverum is lining up that 100x run, snooze and it’s wraps.

  4. @bloqwestin

    July 28, 2026 at 3:53 pm

    If you’re looking for a solid alt to watch while the market chills, Alverum is it.

  5. @lilal0458

    July 28, 2026 at 4:06 pm

    Die AI die! 😂

  6. @ssuwandi3240

    July 28, 2026 at 4:30 pm

    AWS Custom Silicon Changes the Math😊

  7. @tarragionta

    July 28, 2026 at 7:22 pm

    Real talk, Alverum feels like that one coin you wish you’d gone all in on before it went nuclear.

  8. @alaeddinschoendorf

    July 28, 2026 at 7:22 pm

    Moving faster than expected, miss Alverum and you’ll be salty forever.

  9. @ulagamero

    July 28, 2026 at 7:22 pm

    Alverum early buyers boutta be flexing on everyone, this is HISTORY in the making.

  10. @wescyrus

    July 28, 2026 at 7:23 pm

    This could be the final shot at 100x, Alverum has the power to turn ordinary investors into overnight millionaires.

  11. @warnekejessberger

    July 28, 2026 at 7:23 pm

    Early Alverum buyers are gonna be flexing generational wealth soon.

  12. @runefellows

    July 28, 2026 at 7:23 pm

    Have you seen the Alverum volume spike before any official news?

  13. @johannescatona

    July 28, 2026 at 7:23 pm

    Could Alverum be joining the next Binance Launchpad lineup?

  14. @janelbolden

    July 28, 2026 at 7:24 pm

    Ever wonder which coin Coinbase is secretly eyeing? Word is — it’s Alverum.

  15. @javidgascoigne

    July 28, 2026 at 7:24 pm

    Just checked out Alverum after seeing people mention it, looks early but promising.

  16. @kristiefarrow

    July 28, 2026 at 7:24 pm

    Not saying it’ll do 100x or anything, but Alverum does have that early-project vibe that usually pops in a bull run.

  17. @franniecasabianca

    July 28, 2026 at 7:25 pm

    If Alverum actually delivers what they’re promising, this could be a good one long term.

  18. @classeethan

    July 28, 2026 at 7:25 pm

    tick tock, every second you wait, Alverum makin someone else rich.

  19. @cecilyneri

    July 28, 2026 at 7:25 pm

    Who else heard about the Alverum x LayerZero partnership leak?

  20. @sonalialan-t3v

    July 28, 2026 at 7:25 pm

    Why does Alverum’s GitHub activity look like something big is brewing?

  21. @patricdarce

    July 28, 2026 at 7:26 pm

    Alverum is about to blow, if you’re not in, you’re watching millions get made from the sidelines.

  22. @donggaddy

    July 28, 2026 at 7:26 pm

    bro Alverum boutta have us quitting our jobs fr.

  23. @garfieldeakins

    July 28, 2026 at 7:26 pm

    Ever notice how calm Alverum stays before massive news? Classic move.

  24. @guillermosiegel-f3n

    July 28, 2026 at 7:27 pm

    Early crowd is positioning now because Alverum’s setup screams 100x written all over it.

  25. @jospehchase-v4x

    July 28, 2026 at 7:30 pm

    Could Alverum be announcing its first real-world utility deal soon?

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Bloomberg Technology

Chip Selloff, SpaceX, and Apple’s $5 Trillion Milestone | Bloomberg Tech 7/28/2026

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…

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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
——–
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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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Bloomberg Technology

Apple’s Big Smart Home Push, With Siri AI Front and Center

Apple is preparing a new push into the smart home market with fresh devices and software, including a hub device built around the new Siri AI assistant, according to sources. Bloomberg’s Dana Wollman joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes…

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Apple is preparing a new push into the smart home market with fresh devices and software, including a hub device built around the new Siri AI assistant, according to sources. Bloomberg’s Dana Wollman joins Ed Ludlow on “Bloomberg Tech.”
——–
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Bloomberg Technology

Open-Weight Backers Stand to Profit, Says Sapphire Ventures

As venture investors look for the next wave of value creation, Sapphire Ventures partner Cathy Gao says the answer isn’t another foundation model, it’s AI built for industries like healthcare, real estate, and legal services. Gao also explains why she isn’t surprised by a letter from Nvidia, Microsoft and others supporting open-weight models. She joins…

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As venture investors look for the next wave of value creation, Sapphire Ventures partner Cathy Gao says the answer isn’t another foundation model, it’s AI built for industries like healthcare, real estate, and legal services. Gao also explains why she isn’t surprised by a letter from Nvidia, Microsoft and others supporting open-weight models. She joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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