Micron HBM Sales Surge, Palantir’s Stock Keeps Climbing | Bloomberg Tech 6/26/2025

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 Defenders and Hackers Turn to AI -------- "Bloomberg Technology" is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York. Like this video? Subscribe and turn on the notifications for Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here: https://www.youtube.com/playlist?list=PLfAX25ZLrPGRzfILkSd-YiWfsoloCETAe Get the latest in tech from Silicon Valley and around the world here: https://www.bloomberg.com/technology Follow Ed Ludlow on Twitter here: https://twitter.com/EdLudlow Follow Caroline Hyde on Twitter here: https://twitter.com/CarolineHydeTV Connect with us on... Twitter: https://twitter.com/technology Facebook: https://www.facebook.com/BloombergTechnology Instagram: https://www.instagram.com/bloombergbusiness/