Bloomberg Surveillance TV: June 24th, 2026
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 24 June 2026
⏱️ 25 minutes
🧾️ Download transcript
Summary
Featuring:
- Dan Ives, Managing Director & Global Head of Technology Research as Wedbush Securities
- John Servidea, Global Co-Head of Investment Grade Debt at JPMorgan
- Frances Donald, Senior VP & Chief Economist at RBC
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Transcript
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| 1:11.2 | This is the Bloomberg surveillance podcast, I'm Jonathan Ferro, along with Lisa Abramowitz and Anne-Marie Hordern. Join us each day for insight from the best in markets, economics and geopolitics. From our global headquarters in New York City, we are live on Bloomberg Television weekday mornings from 6 to 9 a.m. Eastern. Subscribe to the podcast on Apple, Spotify, or anywhere |
| 1:16.8 | else you listen. And as always, on the Bloomberg Terminal and the Bloomberg Business |
| 1:20.6 | app. Let's talk about tech, the tech trade, steady and get ahead of micron earnings due out |
| 1:24.8 | after the close today. Shares at more than 250% so far this year. Dan Ives of Wedbush writing, there is some added nervousness on the important memory chip trade. We continue to believe that in this market, we will continue to go through a number of gut check moments. Dan Ives of Wedbush joins us now for more. Dan, good morning. Great to be. Is this one of those gut check moments? |
| 1:44.5 | It is, look, and I think you saw it with the Cosby down 10%. |
| 1:47.5 | It looked at the golden childs of this tech boom. |
| 1:52.0 | A lot of it's in Korea in terms of memory chips. |
| 1:54.4 | When you think about what's happened with SK and obviously Samsung and SK overtaking Samsung, |
| 1:59.3 | Mike Grant, such an important quarter relative to what we see in terms of demand, ripple, |
... |
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