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Apple Raises Prices, Micron Rallies | Bloomberg Tech 6/25/2026

Bloomberg’s Ed Ludlow breaks down Micron’s blowout AI-fueled forecast shattering Wall Street’s projections, and Qualcomm CEO Cristiano Amon joins to weigh in on the company’s own earnings and strong annual sales forecast. Plus, Apple raises prices on some hardware, an extreme measure in direct response to the memory and storage crunch. Correction: This video has…

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Bloomberg’s Ed Ludlow breaks down Micron’s blowout AI-fueled forecast shattering Wall Street’s projections, and Qualcomm CEO Cristiano Amon joins to weigh in on the company’s own earnings and strong annual sales forecast. Plus, Apple raises prices on some hardware, an extreme measure in direct response to the memory and storage crunch.

Correction: This video has been edited with an updated graphic which reflects the new price of the iPad Pro is $1,199.

00:00:00 – Bloomberg Tech Begins
00:01:33 – Mark Gurman, Bloomberg News
00:04:24 – Carol Schleif, BMO Wealth Management
00:09:53 – Cristiano Amon, Qualcomm CEO
00:25:43 – Jake Silverman, Bloomberg Intelligence
00:28:12 – Dylan Field, Figma CEO
00:34:23 – Matthew Griffin, Bloomberg News
00:37:41 – Azeem Azhar, Exponential View Founder
00:41:40 – Yahaira Anand, Bloomberg News
00:42:55 – Julia Love, 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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2 Comments

2 Comments

  1. @Arctic-fox717

    June 25, 2026 at 7:15 pm

    Your closed captions are delayed by a lot. At times they appear to show closed captions not even related to tv. This is for Bloomberg. Those big capital letters subtitles are just a mess.

  2. @MarvelGirl100

    June 25, 2026 at 8:44 pm

    ED LUDLOW REALLY NEEDS TO REIGN IN “THE NEED TO BE RIGHT” AND THE WAY HE IS ADDRESSING A CEO AS IF CRISTIANO AMON IS AN IDIOT.
    BLOOMBERG SHOULD BE GRATEFUL THAT SOME OF THE CEOS EVEN COME TO THE STUDIO….I LIKE THE WAY MR. AMON HANDLED THE QUESTIONS AND I FOUND THAT HE WAS INFORMATIVE AND UNDERSTANDS HE COMPANY.
    HE IS LEADING QUALCOMM INTO A NEW LIGHT OF DAY. THANK YOU.
    JUNE 25 2026.

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Bloomberg Technology

Microsoft’s Big Bets on AI Start to Pay Off

Microsoft Corp. reported better-than-expected cloud revenue, suggesting the company continues to reap the benefits of its massive investment in artificial intelligence. Sales at Azure were up 48%. Revenue from a commercial deal with OpenAI totaled $10 billion. Bloomberg’s Ed Ludlow and Anurag Rana of Bloomberg Intelligence report. ——– Like this video? Subscribe to Bloomberg Tech on…

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Microsoft Corp. reported better-than-expected cloud revenue, suggesting the company continues to reap the benefits of its massive investment in artificial intelligence. Sales at Azure were up 48%. Revenue from a commercial deal with OpenAI totaled $10 billion. Bloomberg’s Ed Ludlow and Anurag Rana of Bloomberg Intelligence report.
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Anthropic Weighs Offering 15%-20% of IPO to Retail Investors

Anthropic is weighing a retail offering of 15% to 20% of the shares available in the IPO, according to people familiar with the matter. Those sources say the company behind Claude has tapped JPMorgan Chase to lead the US retail offering. Bloomberg’s Ryan Gould discusses the plans with Ed Ludlow on “Bloomberg Tech.” ——– Like…

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Anthropic is weighing a retail offering of 15% to 20% of the shares available in the IPO, according to people familiar with the matter. Those sources say the company behind Claude has tapped JPMorgan Chase to lead the US retail offering. Bloomberg’s Ryan Gould discusses the plans with Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Investors Eye AI Payoff in Microsoft, Alphabet Earnings

Bloomberg’s Ed Ludlow breaks down expectations for Microsoft and Alphabet, which both report earnings after the bell, with Wall Street looking for proof that their massive AI investments are paying off. Plus, Bloomberg reports that Anthropic has tapped JPMorgan to lead the US retail offering for its potentially record-setting IPO. And, Apple is betting consumers…

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Bloomberg’s Ed Ludlow breaks down expectations for Microsoft and Alphabet, which both report earnings after the bell, with Wall Street looking for proof that their massive AI investments are paying off. Plus, Bloomberg reports that Anthropic has tapped JPMorgan to lead the US retail offering for its potentially record-setting IPO. And, Apple is betting consumers will pay even more for a MacBook Pro with touch screens coming for the first time.

00;00;00;00 – Bloomberg Tech Begins
00:00:48 – Carmen Reinicke on MSFT & GOOGL Reports Today
00:03:00 – Mark Mahaney, Evercore ISI on Microsoft Earnings Today
00:10:00 – Ryan Gould on Anthropic picking JPMorgan for IPO
00:12:30 – Michael Shepard on Anthropic tension with Trump ahead of IPO
00:16:43 – Shawn Matthews, Host Digital Chairman on AI Buildout
00:23:10 – Ryan Vlastelica on Microsoft & Alphabet Earnings
00:25:57 – Peter Elstrom on SK Hynix profits surge seven-fold
00:29:40 – Rebecca Torrence on Physical Intelligence Valuation
00:32:35 – Bing Gordon, Kleiner Perkins Adviser on State of Video Game Industry
00:41:17 – Mark Gurman on Apple Touch-Screen Laptops
——–
“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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