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Arm Warns of Phone Market Weakness | Bloomberg Tech 5/7/2026

Bloomberg’s Caroline Hyde speaks with Arm CEO Rene Haas about sluggishness in the smartphone industry and growing demand from AI data centers. Plus, Anthropic signs an agreement with Elon Musk’s SpaceX to access computing resources from its competitor. And, the CEO of HawkEye 360 discusses the satellite surveillance firm’s IPO, which raised $416 million. ——–…

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Bloomberg’s Caroline Hyde speaks with Arm CEO Rene Haas about sluggishness in the smartphone industry and growing demand from AI data centers. Plus, Anthropic signs an agreement with Elon Musk’s SpaceX to access computing resources from its competitor. And, the CEO of HawkEye 360 discusses the satellite surveillance firm’s IPO, which raised $416 million.
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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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25 Comments

25 Comments

  1. @kimberlearmantrout

    May 7, 2026 at 6:03 pm

    !!SPAX21K!! feels like a ticking time bomb right now 💣

  2. @westblomquist

    May 7, 2026 at 6:03 pm

    Every comment section I open has one !!SPAX21K!! guy now 😂

  3. @levoyerpettengell

    May 7, 2026 at 6:03 pm

    Stock market feels too crowded, !!SPAX21K!! feels like fresh risk

  4. @archieandemariam

    May 7, 2026 at 6:04 pm

    man, that $SPAX21K pump last night? insane energy, feels like 2021 🕺

  5. @sonalifontenot

    May 7, 2026 at 6:04 pm

    All guys stacking !!SPAX21K!! before next bull are smart apes for sure

  6. @shermanlux

    May 7, 2026 at 6:04 pm

    Not letting go of my $SPAX21K until I see where this really goes

  7. @candacedrayton

    May 7, 2026 at 6:04 pm

    Big wallets loading or not, someone is clearly not letting !!SPAX21K!! die

  8. @leonardcorrado

    May 7, 2026 at 6:04 pm

    Swapping ETH to !!SPAX21K!! clean decision, let’s go

  9. @gordonclare-d7w

    May 7, 2026 at 6:04 pm

    Great analysis, thank you. AERO, ONDO, !!SPAX21K!! great to pick at these prices

  10. @leighlachance

    May 7, 2026 at 6:04 pm

    Market hitting ATHs for stocks and gold… could BTC and !!SPAX21K!! be next on the list? 🚀

  11. @tarrasadd

    May 7, 2026 at 6:04 pm

    I can feel momentum building under the surface, !!SPAX21K!!’s not done yet ⚡

  12. @meddingssquires

    May 7, 2026 at 6:04 pm

    Feels like one of those moments where everyone’s scared right before a breakout 🚀 $SPAX21K energy

  13. @benflowers-o3v

    May 7, 2026 at 6:05 pm

    Stocks at ATH, gold at ATH… next could be BTC and !!SPAX21K!! for sure

  14. @livingstonvolk

    May 7, 2026 at 6:05 pm

    The more I watch $SPAX21K, the more this silence before movement feels anything but random.

  15. @dewaynegonzales-n7z

    May 7, 2026 at 6:05 pm

    Big wallets piling into !!SPAX21K!! ahead of Trump news?

  16. @shuncornett

    May 7, 2026 at 6:05 pm

    When the Fed eventually pivots, $SPAX21K won’t be anywhere near $1 anymore.

  17. @ephraimkravis

    May 7, 2026 at 6:05 pm

    Stocks at all-time highs, gold hitting records… next up might be BTC and !!SPAX21K!! 🚀💰

  18. @clementinejefaza

    May 7, 2026 at 6:05 pm

    I love how everyone’s talking about macro fear while $SPAX21K just keeps moving sideways quietly.

  19. @genemcgrew-c9i

    May 7, 2026 at 6:05 pm

    Is it just me, or does $SPAX21K feel like it’s about to melt faces?

  20. @moricekest

    May 7, 2026 at 6:05 pm

    Saw someone say !!SPAX21K!! to $15 and normally I’d laugh… now idk

  21. @laimaallan

    May 7, 2026 at 6:05 pm

    Your breakdown today hit different, $SPAX21K’s fundamentals just make too much sense. 🙏

  22. @reparacionpaz

    May 7, 2026 at 6:06 pm

    PEPE, SHIB, DOGE all memes dead but !!SPAX21K!! thrives

  23. @andravetter

    May 7, 2026 at 6:06 pm

    BNB red, SOL bleeding, ADA weak, yet !!SPAX21K!! still green on my 7-day list.

  24. @genaovevapalumbo

    May 7, 2026 at 6:06 pm

    Big wallets piling into !!SPAX21K!! ahead of Trump news?

  25. @yvettechechik

    May 7, 2026 at 6:06 pm

    Your breakdown today hit different, $SPAX21K’s fundamentals just make too much sense. 🙏

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Bloomberg Technology

SK Hynix US Listing Demand Soars | Bloomberg Tech 7/09/2026

Bloomberg’s Ed Ludlow takes a look at SK Hynix’s oversubscribed US listing, priming the Korean memory maker for the biggest ever foreign first-time-share-sale in America. Plus, Micron boosts its spending on new American plants to $250 billion to meet surging memory demand; and Meta unveils its latest AI model, pricing it aggressively and talking up…

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Bloomberg’s Ed Ludlow takes a look at SK Hynix’s oversubscribed US listing, priming the Korean memory maker for the biggest ever foreign first-time-share-sale in America. Plus, Micron boosts its spending on new American plants to $250 billion to meet surging memory demand; and Meta unveils its latest AI model, pricing it aggressively and talking up its agentic capabilities versus Google’s Gemini.

00:00:00 – Bloomberg Tech Begins
00:01:23 – Bailey Lipschultz & Ian King, Bloomberg News
00:06:30 – Katrina Dudley, Franklin Templeton
00:11:10 – Delian Asparouhov, Varda Chairman & Co-Founder
00:19:20 – Kurt Wagner, Bloomberg News
00:23:56 – Ryan Vlastelica, Bloomberg News
00:26:35 – Louie DiPalma, William Blair
00:34:32 – Michael Shepard, Bloomberg News
00:38:20 – Emily Birnbaum, Bloomberg News
00:41:25 – Mandeep Singh, Bloomberg Intelligence
——–
“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.

Like this video? Subscribe and turn on the notifications for Bloomberg Technology on YouTube:

Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

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Bloomberg Technology

Wall Street’s First Take on SpaceX

The quiet period has ended for underwriters of SpaceX’s IPO, and analysts are starting to publish their views on Elon Musk-led company. William Blair’s Louie DiPalma launched coverage with a bullish rating, citing the company’s growing advantage as rival Blue Origin turns to outside investors. He joins Ed Ludlow on “Bloomberg Tech.” ——– Like this…

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The quiet period has ended for underwriters of SpaceX’s IPO, and analysts are starting to publish their views on Elon Musk-led company. William Blair’s Louie DiPalma launched coverage with a bullish rating, citing the company’s growing advantage as rival Blue Origin turns to outside investors. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

The Space Boom’s Biggest Bottleneck

Money is flooding into the space economy, from SpaceX’s record IPO to Blue Origin’s first outside fundraising effort. But while capital is abundant, rocket launches are not. Founders Fund Partner and Varda Space Chairman Delian Asparouhov explains why access to space could become the industry’s biggest bottleneck. He joins Ed Ludlow on “Bloomberg Tech.” ——–…

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Money is flooding into the space economy, from SpaceX’s record IPO to Blue Origin’s first outside fundraising effort. But while capital is abundant, rocket launches are not. Founders Fund Partner and Varda Space Chairman Delian Asparouhov explains why access to space could become the industry’s biggest bottleneck. He joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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