Bloomberg Technology Daily: Samsung Competition, AI Policy, and More

Bloomberg Technology's daily news program focuses on technology, innovation, and the future of business from San Francisco. The show is hosted by Emily Chang and covers topics such as Samsung's competition in foldable phones and the US's plans to export AI technology. The David Rubenstein Show also explores successful leadership through personal and professional choices of influential business leaders.

Big Tech companies are poised to maintain their robust performance in 2025, according to recent reports from Bloomberg Technology. The daily news program, hosted by Emily Chang, highlights the resilience and growth of these tech giants amidst global uncertainties. Wells Fargo Securities LLC’s chief US equity strategist, Christopher Harvey, expects a double-digit increase in the S&P 500 Index in the second half of 2025. Harvey attributes this growth to the strong performance of Big Tech companies, which have been instrumental in driving the stock market's surge since April [1].

The Magnificent Seven high-flyers, including Nvidia Corp., Microsoft Corp., Apple Inc., Amazon.com Inc., and Meta Platforms Inc., have seen a 42% increase since April 9 [2]. The increasing capital expenditure (capex) plans of these tech giants are a significant factor in their continued growth. Alphabet Inc. (GOOGL), for instance, has increased its capex expectations for 2025 to $85 billion, up from $75 billion, to meet surging demand for Google Cloud [3].

The strong performance of Big Tech companies is not just limited to the stock market. Compliance tech startup Vanta Inc. has seen its valuation surge to $4.15 billion following a new $150 million funding round [4]. The company's AI-driven tools are becoming increasingly popular among tech firms, financial services, and healthcare organizations, highlighting the growing demand for efficient and automated compliance solutions.

Looking ahead, the US government is also investing in AI, with a focus on data center growth [5]. This investment is part of a broader strategy to export US AI capabilities and maintain global competitiveness.

In conclusion, Big Tech companies are expected to continue delivering strong performances, driven by robust fundamentals, increasing capex, and government support. Investors and financial professionals should closely monitor these developments as they could significantly impact the broader stock market and economy.

References:
[1] https://www.bloomberg.com/news/articles/2025-07-21/big-tech-strength-means-11-boost-for-s-p-wells-fargo-s-harvey
[2] https://finance.yahoo.com/news/google-parent-alphabets-ai-spending-161559206.html
[3] https://www.bloomberg.com/news/videos/2025-07-24/union-pacific-nears-deal-to-create-200b-railroad-video
[4] https://www.ainvest.com/news/vanta-valuation-surges-4-15-billion-latest-assessment-2507/
[5] https://www.bloomberg.com/news/videos/2025-07-24/google-s-ai-spend-bearing-fruit-wolfe-s-khajuria-video