Bloomberg Tech Tech Stocks Lead Charge Toward Record
19 snips
Jan 27, 2026 Constantin Bueller, Sequoia partner focused on specialized AI investing. Bridget Mendler, CEO of Northwood building phased-array satellite ground infrastructure. They discuss the rise of domain-specific AI and venture strategies for 2026. They also cover scaling global ground stations, a $100M raise and military contracts for satellite connectivity.
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Memory Supply Shift Toward AI
- Micron is investing $24 billion in Singapore to expand NAND capacity for AI data centers.
- Tight memory supply risks spilling over to smartphones and PCs as capacity shifts to AI needs.
Tech Rally Fueled By Earnings Optimism
- Tech stocks are rallying ahead of major earnings because investors 'buy the rumor' on expected strong results.
- Investors also view tech as defensive secular plays while Main Street weakens.
Balance Tech Exposure, Take Profits
- Stay committed to tech for the long term but diversify across regions and take profits selectively.
- Use temporary pullbacks to rebalance and buy lower-risk tech exposures like China where valuations are cheaper.