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Don’t Give Up on AI Chips Yet, Says JoAnne Feeney

The recent selloff in AI stocks has sparked fresh debate over whether more efficient models will reduce demand for chips and data centers. Advisers Capital Management’s JoAnne Feeney explains why she still sees long-term opportunities in AI infrastructure and why she’s more cautious on memory stocks like Micron. She joins Ed Ludlow on “Bloomberg Tech.”…

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The recent selloff in AI stocks has sparked fresh debate over whether more efficient models will reduce demand for chips and data centers. Advisers Capital Management’s JoAnne Feeney explains why she still sees long-term opportunities in AI infrastructure and why she’s more cautious on memory stocks like Micron. She joins Ed Ludlow on “Bloomberg Tech.”
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15 Comments

15 Comments

  1. @briancase6180

    July 21, 2026 at 4:10 pm

    “I don’t know for how long this current positive momentum will last.” THEN YOU ARE NOT AN EXPERT. Su why are you agreeing to be interviewed on a topic you don’t understand? Sheesh. All of the memory makers have told you EXACTLY how much capacity they’re building and when it will start producing product. And they’ve told you, TSMC has told you, Nvidia has told you, that they cannot see an end to demand that exceeds their ability to serve. Yes, they can be wrong, an asteroid could take out Taiwan and end the hardware game for years. But, are you an expert or not? If you don’t accept or believe the companies projections and their understanding of their markets, then say that as the reason you are uncertain. Otherwise, you are supposed to know your industry! I am so tired of these experts who don’t ever seem to be able to say anything useful. Bzzt. Next!

    • @zbcracing

      July 21, 2026 at 7:21 pm

      Thanks Warren Buffett

    • @vasfrag4654

      July 21, 2026 at 9:22 pm

      Great reply. WS and its fake narratives. Never believe what they say. Thats why they are called crooks

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Bloomberg Technology

From Coding to Finance: Microsoft’s AI Agent Push

Microsoft says AI agents are already fundamentally changing how its software engineers work — and sales, finance and other knowledge workers are next. Charles Lamanna, Microsoft EVP of Copilot, Agents and Platform, joins Bloomberg to explain how employees are shifting from doing tasks themselves to overseeing AI agents, why the company sees the technology driving…

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Microsoft says AI agents are already fundamentally changing how its software engineers work — and sales, finance and other knowledge workers are next. Charles Lamanna, Microsoft EVP of Copilot, Agents and Platform, joins Bloomberg to explain how employees are shifting from doing tasks themselves to overseeing AI agents, why the company sees the technology driving more productivity rather than simply reducing headcount, and what’s behind Microsoft 365 Copilot’s surge past 30 million paid seats. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

What DeepMind’s Shakeup Means for the UK

Demis Hassabis’ departure as head of DeepMind has weakened London’s bid to stay in the AI race. Mark Bergen explains the “gravitational shift” happening at Google. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:   Get the…

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Demis Hassabis’ departure as head of DeepMind has weakened London’s bid to stay in the AI race.

Mark Bergen explains the “gravitational shift” happening at Google.
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Bloomberg Technology

Introducing the Our Town Podcast

Our Town from Bloomberg’s Big Take podcast and iHeart Radio follows residents of Gainesboro, Tennessee, after a group of far-right Christians moves in with plans for a radical social experiment. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow…

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Our Town from Bloomberg’s Big Take podcast and iHeart Radio follows residents of Gainesboro, Tennessee, after a group of far-right Christians moves in with plans for a radical social experiment.
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