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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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16 Comments

16 Comments

  1. @lucianolopresti

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Bloomberg Technology

Anthropic Disables AI Access for Foreign Nationals | Bloomberg Tech 6/15/2026

Bloomberg’s Ed Ludlow breaks down why Anthropic disabled access to its most advanced models for all foreign nationals after a request from the Trump administration. Plus, Nvidia is seeking to raise at least $20 billion from its first corporate bond sale since 2021. And, SpaceX shares throttle up on day 2 of trading, adding to…

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Bloomberg’s Ed Ludlow breaks down why Anthropic disabled access to its most advanced models for all foreign nationals after a request from the Trump administration. Plus, Nvidia is seeking to raise at least $20 billion from its first corporate bond sale since 2021. And, SpaceX shares throttle up on day 2 of trading, adding to a blockbuster public markets debut on Friday.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:31 – Mike Shepard & Seth Fiegerman, Bloomberg News
00:05:46 – Joelle Pineau, Cohere
00:12:07 – Robert Schiffman, Bloomberg Intelligence
00:14:35 – Stephanie Aliaga, JPMorgan
00:20:00 – Michelle Davis, Bloomberg News
00:23:55 – Tyler Kendall, Bloomberg News
00:26:14 – Alicia Yap, Citi
00:32:39 – Carmen Reinicke, Bloomberg News
00:35:17 – Mike Schroepfer, Gigascale Capital
00:41:12 – Mark Gurman, Bloomberg News
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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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Bloomberg Technology

China’s AI Markets Still ‘A Source of Funds’ Says Citigroup

Alicia Yap, Citi’s head of Pan-Asia Internet Research, breaks down where China’s tech market stands amid global AI adoption. But despite all this heavy corporate activity, Citigroup warns that global investors are still treating China tech as “a source of funds,” with Wall Street dumping local stocks to fund the global AI hardware trade. She…

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Alicia Yap, Citi’s head of Pan-Asia Internet Research, breaks down where China’s tech market stands amid global AI adoption. But despite all this heavy corporate activity, Citigroup warns that global investors are still treating China tech as “a source of funds,” with Wall Street dumping local stocks to fund the global AI hardware trade. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

SpaceX Stocks Still Volatile, Says JPMorgan Strategist

Stephanie Aliaga, JPMorgan Asset Management global market strategist, says to expect SpaceX volatility in the next six months. She also says they are expective some big high-profile AI names, but the IPO markets are still going to be selective. She joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on…

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Stephanie Aliaga, JPMorgan Asset Management global market strategist, says to expect SpaceX volatility in the next six months. She also says they are expective some big high-profile AI names, but the IPO markets are still going to be selective. She joins Ed Ludlow on “Bloomberg Tech.”
——–
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