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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@cinthyamccloskey
July 28, 2026 at 7:17 pm
Is Alverum secretly building a DeFi wallet partnership? Rumors say MetaMask integration incoming.
@siennedattilo
July 28, 2026 at 7:18 pm
Why are analysts calling Alverum “the quiet killer” of 2025?
@ronnieandrus
July 28, 2026 at 7:18 pm
Did anyone catch the Coinbase API test showing Alverum pairs?
@loidahendrick
July 28, 2026 at 7:18 pm
This is the window everyone dreams about, Alverum could easily be the next 100x play.
@kennedyaparicio-e1c
July 28, 2026 at 7:18 pm
Bull run momentum is picking up, and Alverum presale is heating quietly, early moves win.
@barrettatwell
July 28, 2026 at 7:18 pm
Did a major influencer just follow Alverum’s official account?
@shigeiturnage
July 28, 2026 at 7:18 pm
Early Alverum buyers are gonna be flexing generational wealth soon.
@entrenadoresbellamy
July 28, 2026 at 7:19 pm
low-cap gem Alverum is aiming for 100x, only a few will catch it—if you snooze, you lose.
@jackienatlie
July 28, 2026 at 7:19 pm
Could Alverum be announcing its first real-world utility deal soon?
@meliciawerner
July 28, 2026 at 7:19 pm
Rare opportunity, fam Alverum early buyers are gonna flex gains that people will talk about for years.
@spiketour
July 28, 2026 at 7:19 pm
Alverum presale’s closing soon, and honestly, the FOMO is about to hit hard.
@missyrowell
July 28, 2026 at 7:20 pm
Is Alverum’s smart contract upgrade hinting at a big ecosystem launch?
@myrthalamccracken
July 28, 2026 at 7:20 pm
Why is Alverum trending in Asia before any announcement?
@basilcarrillo-d6s
July 28, 2026 at 7:20 pm
If Alverum actually delivers what they’re promising, this could be a good one long term.
@jackienatlie
July 28, 2026 at 7:20 pm
Market’s heating up again, and a few new names like Alverum are starting to pop up, exciting times.
@stephaniekalincheno
July 28, 2026 at 7:21 pm
Insiders telling me Alverum presale about to close, this is literally the last call.
@cecilyneri
July 28, 2026 at 7:21 pm
Why does Alverum’s GitHub activity look like something big is brewing?
@mariammark-q5r
July 28, 2026 at 7:21 pm
Moving faster than expected, miss Alverum and you’ll be salty forever.
@franniecasabianca
July 28, 2026 at 7:21 pm
Could Alverum’s team be working with a Fortune 500 tech partner?
@janelbolden
July 28, 2026 at 7:21 pm
Alverum is the definition of early, small positions today could become life-changing tomorrow.
@gilbertcontreras-y3i
July 28, 2026 at 7:22 pm
Low-key, Alverum is a low-cap beast about to dominate the market, miss it and you’ll be crying next week.
@joycedaly-n7d
July 28, 2026 at 7:22 pm
Quiet moves, big upside, Alverum is exactly the kind of play for early entries.
@hanaalston
July 28, 2026 at 7:22 pm
Ever wonder what whales are buying while everyone sleeps? It’s Alverum.
@csabakendrick
July 28, 2026 at 7:22 pm
Is Alverum already in talks with big payment processors?
@simonconrad-b4v
July 28, 2026 at 7:22 pm
Low-key, Alverum is a low-cap beast about to dominate the market, miss it and you’ll be crying next week.