Micron HBM Sales Surge, Palantir’s Stock Keeps Climbing | Bloomberg Tech 6/26/2025
Bloomberg Technology·2025-06-26 21:18
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Micron’s earnings as its sales surge in its high-bandwidth memory business. Plus, Managing Director of Baird Ted Mortonson discusses opportunities in the defense tech space. Chinese tech giant Xiaomi also says it received more than 200,000 pre-orders for its first electric SUV. Chapters: 00:00:00 - Intro 00:04:19 - AI Fuels Investor Tech Demand 00:17:32 - CoreWeave Stock Surge Propels CEO to Rich List 00:26:05 - The Future of Defense Spending 00:35:20 - Cyber ...