What Is the AI Trade in 2026?

The U.S. government is investigating Nvidia's largest buyer in Southeast Asia, Megaspeed, over allegations of smuggling chips into China, raising concerns about compliance with export regulations. This scrutiny follows discrepancies in chip importation records, suggesting potential illegal activities.

Fiona Scott Morton, a Professor of Economics at Yale, highlighted the complexities in defining competition within the streaming industry during her discussion on Bloomberg Tech, particularly in relation to Netflix's proposed acquisition of Warner Bros. Discovery.

2025 was anticipated to be a pivotal year for the cryptocurrency sector, driven by a supportive administration and increased adoption by financial institutions. However, the reality has been mixed, with significant challenges for many investors. Alyse Killeen, Managing Partner at Stillmark, discussed these developments and the industry's outlook for 2026 during her appearance on Bloomberg Tech with Caroline Hyde.

Jason Oxman, president and CEO of the Information Technology Industry Association, outlined the tech industry's roadmap for 2026 during an interview on Bloomberg Tech, addressing key issues such as data center expansion, AI regulation, and tech export restrictions.

The memory chip industry is experiencing a transformation as manufacturers indicate that artificial intelligence (AI) is reshaping the traditional boom-and-bust cycle. This shift is highlighted by Ian King's report, which discusses how AI's influence is altering market dynamics and production strategies in the sector.