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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

    May 26, 2026 at 7:07 pm

    Swapping ETH to !!SPAX-42P!! clean decision, let’s go

  2. @jhonymelton

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  11. @johanaoswald

    May 26, 2026 at 7:14 pm

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  12. @joãoekholm

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  13. @rickeymeadows-u3m

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  16. @segundoivas

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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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