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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

Why the US Military Is Betting on Portable Nuclear

Radiant has won a $750 million US Army contract to provide 15 portable nuclear microreactors under the Janus program. President and COO Tori Shivanandan discusses the technology behind the reactors, the military’s push for resilient energy, and what Radiant needs to do next to scale production. She joins Ed Ludlow on “Bloomberg Tech.” ——– Like…

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Radiant has won a $750 million US Army contract to provide 15 portable nuclear microreactors under the Janus program. President and COO Tori Shivanandan discusses the technology behind the reactors, the military’s push for resilient energy, and what Radiant needs to do next to scale production. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Madrona’s IA40 List Highlights the Next Generation of Tech Leaders

The IA40 list from Madrona is back, spotlighting the private companies shaping the next phase of AI. Matt McIlwain, managing director at Madrona, explains how the list is assembled, why OpenAI, Anthropic and Databricks dominate AI fundraising, and how a successful Anthropic IPO could open the door for a new wave of public offerings in…

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The IA40 list from Madrona is back, spotlighting the private companies shaping the next phase of AI. Matt McIlwain, managing director at Madrona, explains how the list is assembled, why OpenAI, Anthropic and Databricks dominate AI fundraising, and how a successful Anthropic IPO could open the door for a new wave of public offerings in 2027. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Nvidia Deepens Chip Ties With $3.5 Billion MediaTek Bet | Bloomberg Tech 8/31/2026

Bloomberg’s Ed Ludlow breaks down Nvidia’s $3.5 billion investment in MediaTek, deepening its collaboration with the Taiwanese chipmaker and demonstrating how the AI leader plans to tackle Big Tech efforts to build custom silicon. Plus, a look at Tim Cook’s last day as CEO of Apple before John Ternus takes the reins on September 1st.…

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Bloomberg’s Ed Ludlow breaks down Nvidia’s $3.5 billion investment in MediaTek, deepening its collaboration with the Taiwanese chipmaker and demonstrating how the AI leader plans to tackle Big Tech efforts to build custom silicon. Plus, a look at Tim Cook’s last day as CEO of Apple before John Ternus takes the reins on September 1st. And, all eyes on Anthropic as it prepares to file publicly in the coming weeks.
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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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