Stocks Hit by AI & War Jitters | The Close 7/23/2026
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Janus Henderson Investors Head of Multi-Asset Macro Investing Mike Contopoulos, Moody’s Chief Credit Officer Atsi Sheth, Mizuho Securities Senior Equity Research Analyst Lloyd Walmsley, PGIM Head of Middle Market Direct Lending Matt Harvey, AllianceBernstein Head of Equities Nelson Yu, Seaport Research Partners Senior Analyst Semiconductors & Electronics Jay Goldberg, OMNI Federal General Manager, AI & Edge Jana Eggers, IBM CEO Arvind Krishna, Alex Mill Chairman Mickey Drexler, & United Nations Foundation President & CEO Elizabeth Cousens.
Chapters 00:00:00 Bloomberg The Close 00:01:53 Janus Henderson on AI Capex, Data Centers & Higher Rates 00:09:39 Moody's on Higher Treasury Yields, Inflation & Credit Markets 00:14:57 Top Calls 00:16:25 Alphabet Selloff: Is Wall Street Missing the AI Story? 00:23:34 Private Credit Outlook with PGIM 00:31:20 Stock of the Hour: American Airlines Cuts Outlook 00:36:23 AllianceBernstein on AI, Quality Stocks & Market Rotation 00:43:12 Closing Bell 00:46:16 Intel Earnings Beat: AI Demand Drives Strong Results 00:51:20 Intel Breakdown: AI, Data Centers & Expanding Capacity 00:57:00 Intel Outlook: Chip Demand, Margins & Semiconductor Recovery 01:01:34 AI Infrastructure: Hardware vs. Software Debate 01:08:49 IBM CEO on Mainframes, AI & Productivity 01:14:07 Tesla Slides as Investors Question AI Spending 01:17:17 Mickey Drexler on Retail, Pricing & Consumer Behavior 01:25:17 U.N. Secretary-General Race and Global Leadership Challenges More on Bloomberg Television and Markets Like this video?
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