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Chip Stocks on Track for Best Quarter Ever | Bloomberg Tech 6/30/2026

Bloomberg’s Ed Ludlow breaks down what’s behind the chip stock rally, with the sector heading toward its best quarter ever. Plus, Taiwan raids the offices of Super Micro as part of an investigation into the alleged smuggling of Nvidia chips into China. And, how a billion-dollar misunderstanding has left Korean investors empty-handed in the blockbuster…

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Bloomberg’s Ed Ludlow breaks down what’s behind the chip stock rally, with the sector heading toward its best quarter ever. Plus, Taiwan raids the offices of Super Micro as part of an investigation into the alleged smuggling of Nvidia chips into China. And, how a billion-dollar misunderstanding has left Korean investors empty-handed in the blockbuster SpaceX IPO.

00:00:00 – Bloomberg Tech Begins
00:01:23 – Ryan Vlastelica, Bloomberg News
00:05:30 – Rob Thummel, Tortoise Capital
00:10:20 – David Westin, Bloomberg News
00:11:10 – Minmin Low, Bloomberg News
00:12:41 – Ted Mann, Bloomberg News
00:17:00 – George Ferguson, Bloomberg Intelligence
00:19:40 – Bailey Lipschultz, Bloomberg News
00:25:05 – Gavin Uberti, Etched CEO
00:31:12 – Tyler Kendall, Bloomberg News
00:35:08 – Hiba Anver, Erickson Immigration Group
00:41:07 – Kelcee Griffis, Bloomberg News
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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3 Comments

3 Comments

  1. @jaimeromero122

    June 30, 2026 at 2:05 pm

    AI revolution, still early days

  2. @helen9183

    June 30, 2026 at 3:25 pm

    Bloomberg lies about H1B job needs here

  3. @Ta-mc5jh

    June 30, 2026 at 4:57 pm

    The problem is some of those immigrants bring in their older parents who drain lot of health and economy resources from other US citizens who needs help

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Bloomberg Technology

Why Twilio Sees More AI Upside Ahead

Twilio shares surged after the cloud communications company beat expectations and delivered record profitability and free cash flow. CEO Khozema Shipchandler joins Bloomberg to explain why AI is still only a modest contributor to revenue today, how Twilio’s global communications infrastructure creates a competitive moat, and why he sees agentic AI as a long-term tailwind…

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Twilio shares surged after the cloud communications company beat expectations and delivered record profitability and free cash flow. CEO Khozema Shipchandler joins Bloomberg to explain why AI is still only a modest contributor to revenue today, how Twilio’s global communications infrastructure creates a competitive moat, and why he sees agentic AI as a long-term tailwind for the business. He joins Ed Ludlow on “Bloomberg Tech.”
——–
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Bloomberg Technology

Jobs, AI, and Tech Earnings | Bloomberg Tech 8/07/2026

Bloomberg’s Ed Ludlow breaks down the latest jobs data, as US employers unexpectedly cut jobs in July and questions grow over AI’s role in the labor market. Plus, the CEOs of Twilio, Lyft, and DraftKings join to discuss their latest earnings. And, OpenAI’s first consumer device is taking shape, an AI smart speaker designed to…

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Bloomberg’s Ed Ludlow breaks down the latest jobs data, as US employers unexpectedly cut jobs in July and questions grow over AI’s role in the labor market. Plus, the CEOs of Twilio, Lyft, and DraftKings join to discuss their latest earnings. And, OpenAI’s first consumer device is taking shape, an AI smart speaker designed to look like a doughnut.
——–
“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

Like this video? Subscribe and turn on the notifications for Bloomberg Technology on YouTube:

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

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Bloomberg Technology

World Cup Gives DraftKings a New Growth Engine

DraftKings shares rallied as investors looked beyond a disappointing quarter to stronger momentum heading into the second half of the year. CEO Jason Robins joins Bloomberg to discuss how the World Cup brought in new and returning customers, why engagement remained strong after the tournament ended, and how DraftKings is approaching the increasingly competitive prediction-markets…

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DraftKings shares rallied as investors looked beyond a disappointing quarter to stronger momentum heading into the second half of the year. CEO Jason Robins joins Bloomberg to discuss how the World Cup brought in new and returning customers, why engagement remained strong after the tournament ended, and how DraftKings is approaching the increasingly competitive prediction-markets business. He joins Ed Ludlow on “Bloomberg Tech.”
——–
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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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