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Chip Stocks on Track for Best Quarter Ever | Bloomberg Tech 6/30/2026

Bloomberg’s Ed Ludlow breaks down what’s behind the chip stock rally, with the sector heading toward its best quarter ever. Plus, Taiwan raids the offices of Super Micro as part of an investigation into the alleged smuggling of Nvidia chips into China. And, how a billion-dollar misunderstanding has left Korean investors empty-handed in the blockbuster…

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Bloomberg’s Ed Ludlow breaks down what’s behind the chip stock rally, with the sector heading toward its best quarter ever. Plus, Taiwan raids the offices of Super Micro as part of an investigation into the alleged smuggling of Nvidia chips into China. And, how a billion-dollar misunderstanding has left Korean investors empty-handed in the blockbuster SpaceX IPO.

00:00:00 – Bloomberg Tech Begins
00:01:23 – Ryan Vlastelica, Bloomberg News
00:05:30 – Rob Thummel, Tortoise Capital
00:10:20 – David Westin, Bloomberg News
00:11:10 – Minmin Low, Bloomberg News
00:12:41 – Ted Mann, Bloomberg News
00:17:00 – George Ferguson, Bloomberg Intelligence
00:19:40 – Bailey Lipschultz, Bloomberg News
00:25:05 – Gavin Uberti, Etched CEO
00:31:12 – Tyler Kendall, Bloomberg News
00:35:08 – Hiba Anver, Erickson Immigration Group
00:41:07 – Kelcee Griffis, 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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3 Comments

3 Comments

  1. @jaimeromero122

    June 30, 2026 at 2:05 pm

    AI revolution, still early days

  2. @helen9183

    June 30, 2026 at 3:25 pm

    Bloomberg lies about H1B job needs here

  3. @Ta-mc5jh

    June 30, 2026 at 4:57 pm

    The problem is some of those immigrants bring in their older parents who drain lot of health and economy resources from other US citizens who needs help

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Bloomberg Technology

Crusoe CEO: Data Center Indusry Has a ‘Marketing Issue’

Crusoe CEO Chase Lochmiller discusses the AI infrastructure company’s nearly $4 billion in fresh funding sending its valuation to almost $31 billion. He also discusses how it will fuel the company’s push to build AI infrastructure spanning data centers, cloud computing and managed AI services. He says Crusoe could eventually enter the public markets and…

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Crusoe CEO Chase Lochmiller discusses the AI infrastructure company’s nearly $4 billion in fresh funding sending its valuation to almost $31 billion. He also discusses how it will fuel the company’s push to build AI infrastructure spanning data centers, cloud computing and managed AI services. He says Crusoe could eventually enter the public markets and pushes back against growing opposition to data centers, arguing the industry has a “marketing issue” and needs to better communicate its impact on water, jobs and local tax revenue. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Former FTC Technologist Warns Against an AI ‘Cartel’

As frontier AI labs seek greater coordination on safety, Neil Chilson, Head of AI Policy at the Abundance Institute and former FTC Chief Technologist, warns that government-backed antitrust exemptions could create a durable “cartel” that ultimately harms competition. He argues companies can collaborate on safety standards without suspending antitrust rules, and that existing consumer-protection and…

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As frontier AI labs seek greater coordination on safety, Neil Chilson, Head of AI Policy at the Abundance Institute and former FTC Chief Technologist, warns that government-backed antitrust exemptions could create a durable “cartel” that ultimately harms competition. He argues companies can collaborate on safety standards without suspending antitrust rules, and that existing consumer-protection and liability laws already provide tools for addressing harms caused by AI. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Anthropic Investor Franklin: AI Safety Concerns Won’t Slow Spending

Calls to “pace” development at the AI frontier are unlikely to translate into a slowdown in infrastructure spending, according to Sara Araghi, Franklin Templeton Portfolio Manager and Franklin Venture Partner. She argues that even if labs temper some model training, growing inference demand will continue to require enormous amounts of compute. Araghi also discusses why…

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Calls to “pace” development at the AI frontier are unlikely to translate into a slowdown in infrastructure spending, according to Sara Araghi, Franklin Templeton Portfolio Manager and Franklin Venture Partner. She argues that even if labs temper some model training, growing inference demand will continue to require enormous amounts of compute. Araghi also discusses why heightened AI safety concerns could boost demand for cybersecurity and why she doesn’t expect the debate to derail funding or anticipated AI IPOs. She joins Ed Ludlow on “Bloomberg Tech.”
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