AI Spending Fears Weigh on Stocks; Oil Jumps on Red Sea Attack | Bloomberg Brief 07/23/2026
US equity futures fall after Alphabet's plan to spend up to $205 billion this year revives concerns over the soaring cost of AI, while Tesla
US equity futures fall after Alphabet's plan to spend up to $205 billion this year revives concerns over the soaring cost of AI, while Tesla also boosts investment to accelerate its AI ambitions. Brent crude climbs towards $100 a barrel after Houthi militants attacked two Saudi Arabian oil tankers in the Red Sea. Stephanie Roth of Wolfe Research discusses her outlook for inflation amid rising oil supply risks. Chapters 00:00:00 - Bloomberg Brief Begins, Opening Headlines: AI Spending, Tesla & Oil Surge 00:00:50 - Global Market Check: Asia Markets Update with Winnie Hsu 00:02:03 - Oil Rally, European Markets & Bond Yields 00:04:16 - First Market Movers: Alphabet, Tesla & Casino Stocks 00:05:38 - Alphabet's AI Spending Sparks Investor Concerns 00:08:03 - AI Cybersecurity & OpenAI Discussion 00:09:07 - Houthi Attacks Threaten Red Sea Shipping 00:12:26 - Trump Administration Targets Fed's Michael Barr 00:14:45 - Trending on the Terminal: SK Hynix, BNP Paribas & UniCredit 00:16:49 - Tesla's First Cash Burn in Two Years 00:18:36 - Daimler Raises Outlook on Tariff Relief 00:19:50 - Front Page News Roundup 00:21:38 - Market Open Preview: AI Spending & Oil Risks 00:24:31 - Stephanie Roth, Wolfe Research Chief Economist, on Fed, Inflation, Oil 00:32:31 - Trending on the Terminal 00:34:45 - Iran Conflict & Red Sea Shipping Escalation 00:35:46 - Washington Update: Fed Investigation & Stock Trading Ban 00:37:27 - Alphabet AI Spending Deep Dive 00:40:14 - Intel Outlook & AI Infrastructure 00:41:58 - What's Ahead Today: ECB Decision, Earnings & Market Preview 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 Visit for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on Connect with Bloomberg Business on TikTok Reddit More from Bloomberg Bloomberg Radio Bloomberg Surveillance Bloomberg Politics Bloomberg Originals Watch more on Bloomberg Technology Bloomberg Originals Bloomberg Quicktake Bloomberg Espanol Bloomberg Podcasts
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