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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

Google Takes on Apple, Microsoft With AI-Powered Laptops

Google is taking another shot at the premium laptop market with its Googlebooks, priced at $899 and built around Gemini AI and with tighter integration with Android phones. Sameer Samat, president of the Android Ecosystem at Google, explains why the company combined elements of Android and ChromeOS for the new experience and how some of…

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Google is taking another shot at the premium laptop market with its Googlebooks, priced at $899 and built around Gemini AI and with tighter integration with Android phones. Sameer Samat, president of the Android Ecosystem at Google, explains why the company combined elements of Android and ChromeOS for the new experience and how some of the new features are designed to challenge Apple and Microsoft in the AI PC race. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Trump-Xi Summit Puts Global AI Race in Focus

Bloomberg’s Ed Ludlow breaks down what to expect from the Trump-Xi summit later this week, with AI’s role anticipated to be a major part of the agenda for those upcoming talks. Plus, Bloomberg reports Paramount reached a settlement with California and other states suing to block its proposed acquisition of Warner Bros. Discovery. And, as…

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Bloomberg’s Ed Ludlow breaks down what to expect from the Trump-Xi summit later this week, with AI’s role anticipated to be a major part of the agenda for those upcoming talks. Plus, Bloomberg reports Paramount reached a settlement with California and other states suing to block its proposed acquisition of Warner Bros. Discovery. And, as data shows more disruption to US data centers, we get to the political debate with Democratic US Representative Suhas Subramanyam from Virginia.

00:00:00 – Bloomberg Tech Begins
00:02:00 – Mike Shepard, Bloomberg News
00:06:38 – Natalie Gallagher, Board
00:11:56 – Chris Palmeri, Bloomberg News
00:15:43 – Peter Elstrom, Bloomberg News
00:18:43 – Sam Potter, Bloomberg News
00:24:27 – Rep. Suhas Subramanyam, (D)Virginia
00:32:23 – Sarah Frier, Bloomberg News
00:36:38 – Mark Gurman, Bloomberg News
00:38:12 – Sameer Samat, Google
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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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Bloomberg Technology

Congressman Calls for National Data Center Strategy

Democratic Rep. Suhas Subramanyam of Virginia is calling for a national strategy to guide the rapid expansion of AI data centers, arguing the current state-by-state approach can leave communities bearing infrastructure costs. He discusses proposals to improve where data centers are built, measure their energy and water use, and require large electricity users to cover…

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Democratic Rep. Suhas Subramanyam of Virginia is calling for a national strategy to guide the rapid expansion of AI data centers, arguing the current state-by-state approach can leave communities bearing infrastructure costs. He discusses proposals to improve where data centers are built, measure their energy and water use, and require large electricity users to cover the grid upgrades needed to serve them. He joins Ed Ludlow on “Bloomberg Tech.”
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