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AI Chip Selloff Spreads Across Global Markets | Bloomberg Tech 7/07/2026

Bloomberg’s Ed Ludlow breaks down Samsung’s quarterly profit that surged on memory demand, and why it still wasn’t enough for investors. Plus, Amazon is back in the bond market, looking to raise at least $25 billion to fund spending on AI infrastructure; and SpaceX joins the Nasdaq 100 Index as sell-side coverage of Elon Musk’s…

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Bloomberg’s Ed Ludlow breaks down Samsung’s quarterly profit that surged on memory demand, and why it still wasn’t enough for investors. Plus, Amazon is back in the bond market, looking to raise at least $25 billion to fund spending on AI infrastructure; and SpaceX joins the Nasdaq 100 Index as sell-side coverage of Elon Musk’s company kicks off.

00:00:00 – Bloomberg Tech Begins
00:01:31 – Peter Elstrom, Bloomberg News
00:04:17 – Kunjan Sobhani, Bloomberg Intelligence
00:07:50 – Angelo Kourkafas, Edward Jones
00:13:54 – Robert Schiffman, Bloomberg Intelligence
00:18:03 – Bailey Lipschultz & Jordan Fitzgerald, Bloomberg News
00:23:01 – AnnMarie Hordern, Bloomberg News
00:25:15 – Ryan Vlastelica, Bloomberg News
00:28:09 – Joel Shulman, ERShares
00:35:08 – Vanessa Larco, Premise Co-Founder
00:40:51 – Michelle Davis, Bloomberg News
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2 Comments

2 Comments

  1. @1nherit0r

    July 7, 2026 at 5:15 pm

    The billionaires club are gathering to buy/save Halo and XBOX from MSFT…

    • @ThatHomelessCat

      July 7, 2026 at 9:00 pm

      I would of liked that timeline a lot better.

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Bloomberg Technology

Microsoft AI CEO, Mustafa Suleyman on Why Industry Needs a ‘Red Line’ for AI

Microsoft AI CEO Mustafa Suleyman talks about the growing alarm about AI and why he’s taking a human first approach in an interview with Bloomberg’s Shirin Ghaffary for the Q&AI newsletter. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:  …

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Microsoft AI CEO Mustafa Suleyman talks about the growing alarm about AI and why he’s taking a human first approach in an interview with Bloomberg’s Shirin Ghaffary for the Q&AI newsletter.
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Bloomberg Technology

Accel Sees AI Opportunity Shifting to Applications

The AI spending boom is showing no signs of slowing down, but as billions pour into models, chips and data centers, investors are asking where the biggest returns will actually be. Accel Partner Matt Weigand, who focuses on late-stage technology investments including AI infrastructure, says the AI boom is the biggest technology cycle Silicon Valley…

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The AI spending boom is showing no signs of slowing down, but as billions pour into models, chips and data centers, investors are asking where the biggest returns will actually be. Accel Partner Matt Weigand, who focuses on late-stage technology investments including AI infrastructure, says the AI boom is the biggest technology cycle Silicon Valley has seen. He also discusses why open-source AI can grow alongside frontier labs such as Anthropic and OpenAI and why trust and safety are becoming key considerations when Accel decides which AI founders to back. He joins Tim Stenovec on “Bloomberg Tech.”
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Bloomberg Technology

Anthropic Goes Big on Compute, Microsoft Rethinks AI

Bloomberg’s Tim Stenovec breaks down Anthropic’s $11.6 billion contract with Akamai for AI computing power, the largest deal in Akamai’s history. Plus, President Donald Trump calls his meeting with his Chinese counterpart Xi Jinping “very productive” with little to show for it. And, Microsoft steps back from the race to build a personal chatbot by…

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Bloomberg’s Tim Stenovec breaks down Anthropic’s $11.6 billion contract with Akamai for AI computing power, the largest deal in Akamai’s history. Plus, President Donald Trump calls his meeting with his Chinese counterpart Xi Jinping “very productive” with little to show for it. And, Microsoft steps back from the race to build a personal chatbot by instead merging the consumer and workplace versions of its Copilot AI assistant into one.

00:00:00 – Bloomberg Tech Begins
00:02:15 – Seth Fiegerman, Bloomberg News
00:05:19 – Anna Rathbun, Grenadilla Advisory
00:12:46 – Michael Shepard, Bloomberg News
00:16:22 – Julian Gewirtz, Harvard Belfer Center
00:24:16 – Matt Day, Bloomberg News
00:26:13 – Mustafa Suleyman, Microsoft AI
00:30:07 – Matt Weigand, Accel
00:41:06 – Ryan Vlastelica, 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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