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Memory Chip Shortage is Global Crisis in the Making | The Pulse 2/16/2026
48:05
Bloomberg Television
Memory Chip Shortage is Global Crisis in the Making | The Pulse 2/16/2026
A growing chorus of tech industry leaders, including Tim Cook and Elon Musk, are warning of an impending global crisis if the shortage of memory chips is not addressed. The buildout of AI data centers has resulted in companies like Alphabet and OpenAI gobbling up an increasing share of memory chip production. Tech bosses say the crunch is already hammering profits and inflating price tags, and is only going to get worse. Today's guests: Rachel Ellehuus, RUSI, Director-General; Vasiliki Pachatouridi, BlackRock, EMEA Head of iShares Fixed Income Product Strategy; Jordan Sinclair, Robinhood, UK President; --- "The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Chapters: 00:00:00 - Introduction 00:00:28 - Marco Rubio heads to Budapest 00:02:48 - Marco Rubio Micklethwait on Ukraine Russia War 00:15:05 - Vasiliki Pachatouridi, BlackRock, EMEA Head of iShares Fixed Income Strategy 00:24:16 - AI DEMAND FUELING MEMORY CHIP CRISIS 00:27:15 - Jordan Sinclair, Robinhood UK CEO 00:35:10 - BIG TAKE LACK OF DATA 00:39:41 - Alexandra Ocasio-Cortez on US Foreign Policy 00:43:33 - Iran’s Araghchi to Meet IAEA Ahead of US Talks -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
Published Feb 16, 2026
'Shared Values' discussed in Munich; RAM Concerns Tech Investors | The Opening Trade 2/16/2026
1:35:12
Bloomberg Television
'Shared Values' discussed in Munich; RAM Concerns Tech Investors | The Opening Trade 2/16/2026
Secretary of State Marco Rubio said Europe’s fate is intertwined with the US while faulting the continent for what he said was a drift away from their shared Western values. The double-edged message offered some reassurance to allied leaders gathered at the Munich Security Conference but did little to temper their push for more independence from Washington. Plus, A growing procession of tech industry leaders including Elon Musk and Tim Cook are warning about a global crisis in the making: A shortage of memory chips is beginning to hammer profits, derail corporate plans and inflate price tags on everything from laptops and smartphones to automobiles and data centers — and the crunch is only going to get worse. Chapters: 00:00:00 - The Opening Trade - 2/16/2026 00:00:26 - Market Check 00:01:13 - Tame US CPI 00:03:30 - Japan Economy Anemic Growth 00:04:56 - Munich Security Conference Takeaways 00:10:17 - AI Risk In Focus 00:24:54 - Week Ahead 00:26:26 - Intermediate Capital Group’s Nicholas Brooks 00:36:54 - Sec. Rubio: Both Ukraine, Russia Suffering Tremendous Damage 00:40:27 - Markets in 3 Minutes 00:43:32 - Stocks to Watch 00:47:14 - The Market Open 00:50:36 - JPMorgan Chase Bank’s Nataliia Lipikhina 01:00:25 - Early Morning Movers 01:06:44 - Rampant AI Memory Demand Fueling Chip Crisis 01:15:00 - EM Stocks and Currencies Start 2026 Strong 01:28:48 - German Defense Minister Reacts to Rubio’s Speech -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
Published Feb 16, 2026
Musk, Cook Warn of Memory Chip Crisis as Demand From AI Grows
2:27
Bloomberg Television
Musk, Cook Warn of Memory Chip Crisis as Demand From AI Grows
A growing procession of tech industry leaders including Elon Musk and Tim Cook are warning about a global crisis in the making: A shortage of memory chips is beginning to hammer profits, derail corporate plans and inflate price tags on everything from laptops and smartphones to automobiles and data centers — and the crunch is only going to get worse. Bloomberg's Neil Campling explains. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
Published Feb 16, 2026
Bonds Rise on Rate-Cut Bets; Gold Dips Below $5,000 | Horizons Middle East & Africa 2/16/2026
45:09
Bloomberg Television
Bonds Rise on Rate-Cut Bets; Gold Dips Below $5,000 | Horizons Middle East & Africa 2/16/2026
Bonds gained and equities steadied after benign US inflation data reinforced expectations that the Federal Reserve will cut interest rates this year. Also on the show: US Secretary of State, Marco Rubio downplays the chances of a fracture in the US and European alliance; Japan’s economy ekes out anemic growth as Takaichi eyes spending; Cocoa's dramatic boom and bust is beginning to reshape how markets in West Africa operate; Gold slips as traders book profits; Saudi Arabia is opening up the real estate market in the holy city of Mecca; Lebanon PM says his government can overcome differences with the IMF. Guests include: Vincent Juvyns, Chief Investment Strategist at ING Belgium; Guy Wolf, Global Head of Market Analytics, Marex. Horizons Middle East & Africa is your daily spotlight on one of the world's fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg. Chapters: 00:00:00 - Introduction 00:00:41 - Stocks edge higher on expectations that the Fed will cut rates 00:03:00 - Vincent Juvyns, Chief Investment Strategist at ING Belgium 00:09:25 - Marco Rubio, US Secretary of State on US-Europe relations 00:13:42 - Japan ekes out growth 00:17:22 - Cocoa boom & bust triggers change 00:26:23 - Guy Wolf, Global Head of Market Analytics, Marex 00:34:29 - Saudi Arabia opens up lucrative Mecca real estate sector 00:37:39 - Lebanon confident it can bridge gaps with IMF -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
Published Feb 16, 2026
US Stocks to Lag European Peers on AI
2:57
Bloomberg Television
US Stocks to Lag European Peers on AI
Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." Chapters: 00:00:00 - MLIV 00:00:11 - US CPI 00:00:39 - AI Risk 00:01:50 - US Equity Contagion -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
Published Feb 16, 2026