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AI Chip Selloff Spreads Across Global Markets | Bloomberg Tech 7/07/2026

Bloomberg’s Ed Ludlow breaks down Samsung’s quarterly profit that surged on memory demand, and why it still wasn’t enough for investors. Plus, Amazon is back in the bond market, looking to raise at least $25 billion to fund spending on AI infrastructure; and SpaceX joins the Nasdaq 100 Index as sell-side coverage of Elon Musk’s…

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Bloomberg’s Ed Ludlow breaks down Samsung’s quarterly profit that surged on memory demand, and why it still wasn’t enough for investors. Plus, Amazon is back in the bond market, looking to raise at least $25 billion to fund spending on AI infrastructure; and SpaceX joins the Nasdaq 100 Index as sell-side coverage of Elon Musk’s company kicks off.

00:00:00 – Bloomberg Tech Begins
00:01:31 – Peter Elstrom, Bloomberg News
00:04:17 – Kunjan Sobhani, Bloomberg Intelligence
00:07:50 – Angelo Kourkafas, Edward Jones
00:13:54 – Robert Schiffman, Bloomberg Intelligence
00:18:03 – Bailey Lipschultz & Jordan Fitzgerald, Bloomberg News
00:23:01 – AnnMarie Hordern, Bloomberg News
00:25:15 – Ryan Vlastelica, Bloomberg News
00:28:09 – Joel Shulman, ERShares
00:35:08 – Vanessa Larco, Premise Co-Founder
00:40:51 – Michelle Davis, Bloomberg News
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2 Comments

2 Comments

  1. @1nherit0r

    July 7, 2026 at 5:15 pm

    The billionaires club are gathering to buy/save Halo and XBOX from MSFT…

    • @ThatHomelessCat

      July 7, 2026 at 9:00 pm

      I would of liked that timeline a lot better.

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Bloomberg Technology

Microsoft: OpenAI/Hugging Face Incident Signals a New Era of AI Security

Microsoft Security EVP Hayete Gallot explains why AI is forcing a complete rethink of cybersecurity, how the company’s new “Project Perception” aims to defend against machine-speed attacks and why the recent OpenAI/Hugging Face incident was a wake-up call for the industry. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest…

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Microsoft Security EVP Hayete Gallot explains why AI is forcing a complete rethink of cybersecurity, how the company’s new “Project Perception” aims to defend against machine-speed attacks and why the recent OpenAI/Hugging Face incident was a wake-up call for the industry.
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Bloomberg Technology

Single Points of Failure Offer VCs a New Opportunity: Overmatch’s Hitzig

Morgan Hitzig, general partner at Overmatch Ventures, explains why investing in “single points of failure,” or SPOFs, is at the core of its investment thesis. She speaks with Ed Ludlow about the growing appeal of supply-chain-focused firms to venture capital on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch…

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Morgan Hitzig, general partner at Overmatch Ventures, explains why investing in “single points of failure,” or SPOFs, is at the core of its investment thesis. She speaks with Ed Ludlow about the growing appeal of supply-chain-focused firms to venture capital on “Bloomberg Tech.”
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Bloomberg Technology

Palantir’s Infamy in Europe Opens Doors for a Challenger

Palantir, the controversial American data-mining firm with ties to the Trump administration, is facing challenges from an obscure French firm. Bloomberg’s Mark Bergen joins “Bloomberg Tech” to explain why Palantir’s infamy has created a sense of urgency in Europe to repatriate key services that have long been outsourced to the firm. ——– Like this video?…

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Palantir, the controversial American data-mining firm with ties to the Trump administration, is facing challenges from an obscure French firm. Bloomberg’s Mark Bergen joins “Bloomberg Tech” to explain why Palantir’s infamy has created a sense of urgency in Europe to repatriate key services that have long been outsourced to the firm.
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