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Market Winners and Losers of the Memory Chip Squeeze

Who are the winners and losers of the memory chip squeeze? A surge in prices is driving a vast divide in the stock market, as Alex Morgan explains. ——– 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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Who are the winners and losers of the memory chip squeeze?

A surge in prices is driving a vast divide in the stock market, as Alex Morgan explains.
——–
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  1. @JinousSarmiento

    February 10, 2026 at 3:02 pm

    Evoxum got that same energy all the early legends had before they blew up.

  2. @WarnMooney

    February 10, 2026 at 3:03 pm

    Have you seen Evoxum? Whispers of 100x everywhere.

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Bloomberg Technology

Apple Already Developing Higher-End HomeView

Apple’s new HomeView has been a long time coming – but now, Apple is already developing a higher-end version of the device with a robotic limb, which can automatically swivel the screen toward whoever is speaking. Bloomberg’s Mark Gurman joins Ed Ludlow with the details from this week’s Power On newsletter on “Bloomberg Tech.” ——–…

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Apple’s new HomeView has been a long time coming – but now, Apple is already developing a higher-end version of the device with a robotic limb, which can automatically swivel the screen toward whoever is speaking. Bloomberg’s Mark Gurman joins Ed Ludlow with the details from this week’s Power On newsletter on “Bloomberg Tech.”
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Bloomberg Technology

Hamilton Lane: AI’s Biggest Returns Have Been Private

Hamilton Lane Executive Co-Chairman Erik Hirsch says much of the wealth created by the AI boom has so far accrued in the private markets, as companies stay private longer and tap increasingly deep pools of capital. With exposure to OpenAI and Anthropic through its venture and growth relationships, Hirsch discusses how investors can access private…

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Hamilton Lane Executive Co-Chairman Erik Hirsch says much of the wealth created by the AI boom has so far accrued in the private markets, as companies stay private longer and tap increasingly deep pools of capital. With exposure to OpenAI and Anthropic through its venture and growth relationships, Hirsch discusses how investors can access private AI companies through funds, secondaries and co-investments – and why even as some of AI’s biggest names head toward IPOs, going public is no longer the default path for most technology companies. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Anthropic, Musk Offer Competing Visions for Sharing AI Wealth

Anthropic plans to dedicate 5% of its shares to a public benefit fund, offering its own approach to sharing the potential wealth created by AI as concerns grow about AI-driven labor disruption. Bloomberg’s Mike Shepard discusses how the plan differs from proposals for a government-run fund – and from Elon Musk’s pledge to give every…

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Anthropic plans to dedicate 5% of its shares to a public benefit fund, offering its own approach to sharing the potential wealth created by AI as concerns grow about AI-driven labor disruption. Bloomberg’s Mike Shepard discusses how the plan differs from proposals for a government-run fund – and from Elon Musk’s pledge to give every child in America a share of SpaceX – as technology leaders confront a broader question: who should benefit financially from the AI boom? He joins Ed Ludlow on “Bloomberg Tech.”
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