Bloomberg Tech Musk Empire Merger Possibility, Memory Costs Weigh on Apple
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Jan 30, 2026 Discussion of how a Fed chair pick is reverberating through tech markets and bank regulation. Coverage of Apple’s record sales alongside concerns about rising memory costs. Exploration of possible mergers between SpaceX and Tesla or xAI and the implications for space-based AI infrastructure. Reports of Amazon courting OpenAI to secure cloud and model access.
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AI As A Macro Disinflation Engine
- Kevin Warsh argues AI will be a significant disinflationary force by boosting productivity and wages.
- He expects AI-driven productivity gains to justify lower interest rates and stronger U.S. competitiveness.
Less Activist Fed Could Calm Volatility
- Margie Patel says a less activist Fed and better bank regulation could stabilize markets after rapid tightening.
- She warns aggressive, pro-cyclical Fed moves historically caused big economic swings like the SVB stress.
Memory Prices Won't Quickly Collapse
- Memory chip supply is unusually tight because demand is extreme while producers add capacity cautiously.
- Expect prolonged higher memory prices rather than the usual cyclical oversupply-driven declines.