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Investors Reevaluating Tech Companies with Selloff

Upholdings Portfolio Manager Robert Cantwell joins Emily Chang amidst the tech selloff and argues something bigger is going on, and that investors are reevaluating whether big tech companies are indeed tech companies.

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Upholdings Portfolio Manager Robert Cantwell joins Emily Chang amidst the tech selloff and argues something bigger is going on, and that investors are reevaluating whether big tech companies are indeed tech companies.

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6 Comments

6 Comments

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    May 5, 2022 at 11:57 pm

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Bloomberg Technology

Micron Gets Boost on Tight Chip Supplies, Pilling Says

Daniel Pilling, a portfolio manager at Sands Capital Management LLC, says the rally for Micron Technology Inc. shares is a reflection of how demand for artificial intelligence chips is outstripping supply. He speaks with Ed Ludlow and Caroline Hyde on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the…

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Daniel Pilling, a portfolio manager at Sands Capital Management LLC, says the rally for Micron Technology Inc. shares is a reflection of how demand for artificial intelligence chips is outstripping supply. He speaks with Ed Ludlow and Caroline Hyde on “Bloomberg Tech.”
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Bloomberg Technology

China Expands Travel Curbs to Top AI Talent | Bloomberg Tech 5/26/2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss how China is tightening its grip on AI by targeting top AI professionals’ overseas travel. Plus, big banks are looking to hire more AI specialists and shrink traditional banking roles, and SpaceX kicks off a tech IPO bonanza. Chapters: 00:00:00 – Bloomberg Tech Begins 00:01:51 – Mike Shepard,…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss how China is tightening its grip on AI by targeting top AI professionals’ overseas travel. Plus, big banks are looking to hire more AI specialists and shrink traditional banking roles, and SpaceX kicks off a tech IPO bonanza.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:51 – Mike Shepard, Bloomberg News
00:04:47 – Ian King, Bloomberg News
00:11:26 – Sanjay Mehrotra, Micron
00:16:37 – Sally Bakewell, Bloomberg News
00:19:58 – Flavia Rotondi, Bloomberg News
00:23:13 – Jordan Fitzgerald, Bloomberg News
00:25:25 – Daniel Pilling, Sands Capital
00:33:15 – Loren Grush, Bloomberg News
00:35:41 – Jay Ritter, University of Florida
00:41:03 – Dana Wollman, Bloomberg News
——–
“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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Bloomberg Technology

SpaceX Has Competitive Advantage Ahead of IPO, Says ‘Mr. IPO’

Jay Ritter, University of Florida emeritus professor and director of the IPO Initiative, known as “Mr. IPO” for his work on initial public offerings, joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” to discuss SpaceX’s IPO. It is set to be “the largest private-sector company ever to go public,” for the broader tech IPO…

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Jay Ritter, University of Florida emeritus professor and director of the IPO Initiative, known as “Mr. IPO” for his work on initial public offerings, joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” to discuss SpaceX’s IPO. It is set to be “the largest private-sector company ever to go public,” for the broader tech IPO landscape, he says.
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

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

 
Get the latest in tech from Silicon Valley and around the world here:

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