Bloomberg Technology
AI Has Become Major Capital Formation Cycle, Says Altimeter
Apoorv Agrawal, Altimeter capital partner, says AI has become one of the largest capital formation cycles. He also weighs in on the IPO landscape as SpaceX and Anthropic get close to going public, with Caroline Hyde and Ed Ludlow on the sidelines of the Bloomberg Tech event in San Francisco. ——– Like this video? Subscribe…
Bloomberg Technology
OpenAI Unveils First Custom AI Chip With Broadcom | Bloomberg Tech 6/24/2026
Bloomberg’s Ed Ludlow takes a look at OpenAI’s first custom AI chip, called Jalapeno, developed in partnership with Broadcom. Plus, SK Hynix is planning to raise $29 billion in a landmark US listing. And, Cerebras CEO Andrew Feldman weighs in on the company’s first quarterly earnings since going public. Chapters: 00:00:00 – Bloomberg Tech Begins…
Bloomberg Technology
Andreessen’s George Says SpaceX Has Path to AI in Space
David George, a general partner at Andreessen Horowitz LLC and early SpaceX investor, says Elon Musk’s newly public company has the capability to pull off the big bet on artificial-intelligence computing capacity in space. He speaks with Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the…
Bloomberg Technology
Why AI Makes Memory Demand Less Cyclical
Celine Woo, portfolio manager and analyst at Lazard Asset Management, explains why the firm sees opportunities not on the largest AI capex spenders, but on where that capital flows, the hardware supply chain companies enabling AI infrastructure. She joins Ed Ludlow to discuss on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on…
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@EmilianoUrzyu
June 4, 2026 at 3:14 pm
Great analysis, thank you. AERO, ONDO, SPACX26P great to pick at these prices
@BartonCharters
June 4, 2026 at 3:14 pm
Will ETH 2x? 3x? Maybe. But add two more 00 to that for SPACX26P having 200x or better
@SueBracken-n5j
June 4, 2026 at 3:14 pm
Red markets build believers, green markets reward them , I’m holding $SPACX26P for both.
@LeandroParikh
June 4, 2026 at 3:16 pm
Big wallets loading or not, someone is clearly not letting SPACX26P die
@MonseratEpstein
June 4, 2026 at 3:17 pm
Stocks at ATH, gold at ATH… next could be BTC and SPACX26P for sure
@NathylaMadigan
June 4, 2026 at 3:17 pm
I sold some boring stock profit and threw it into SPACX26P, let’s see who wins 😂
@XasminPuckett
June 4, 2026 at 3:17 pm
I’m down on BTC, slightly up on ETH, but my $SPACX26P position hasn’t moved an inch , that says a lot..
@AnastasiaWeisenthal
June 4, 2026 at 3:17 pm
sitting here looking at my $27,500 $SPACX26P stack and thinking… what if this is really it?
@CloudRockefeller
June 4, 2026 at 3:18 pm
Market makers probably loading SPACX26P quietly
@NananAmorim
June 4, 2026 at 3:20 pm
portfolio is 31% BTC, 22% ETH, 8% SOL, 39% ~~, up from $5,800 $SPACX26P months ago
@SergioAbogado
June 4, 2026 at 3:20 pm
that $SPACX26P pump last night was unreal… felt like 2021 again 🕺
@ArizonaChapman
June 4, 2026 at 3:21 pm
I can feel momentum building under the surface, SPACX26P’s not done yet ⚡
@AngieKaufman-v7k
June 4, 2026 at 3:21 pm
If X and SPACX26P end up joining forces, this could be the easiest win ever.