Stocks Hit by AI & War Jitters | The Close 7/23/2026

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Stocks Hit by AI & War Jitters | The Close 7/23/2026

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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? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit https://ift.tt/V8XybQx 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://ift.tt/nEFCT3z Instagram: https://ift.tt/idWbtOK Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://ift.tt/3qh71AJ Instagram: https://ift.tt/03EpnQY TikTok: https://ift.tt/E3APrts Reddit: https://ift.tt/SnibROH LinkedIn: https://ift.tt/b9pMVUd 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

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Note from Zennie62Media and ZennieReport.com. A vlog by the YouTube channel named in the video’s upper left corner and serves as the original blog post for this content. This video-blog post demonstrates the full and live operation of the latest updated version of an experimental Zennie62Media , Inc. mobile media video-blogging system network that was launched June 2018. This is a major part of Zennie62Media , Inc.’s new and innovative approach to the production of news media. What we call “The Third Wave of Media”.

The uploaded video is from the Zennie62 YouTube channel. It is automatically uploaded to and formatted automatically at the nflnewsbyzennie62.com site and Zennie62-created and owned social media pages. The overall objective here, on top of our is smartphone-enabled, real-time, on the scene reporting of news, interviews, observations, and happenings anywhere in the World and within seconds and not hours – is the use of the existing YouTube social graph on any subject in the World.

Now, news is reported with a smartphone and also by promoting current content on YouTube: no heavy and expensive cameras or even a laptop are necessary, or having a camera crew to shoot what is already on YouTube. The secondary objective is faster, and very inexpensive media content news production and distribution.

We have found there is a disconnect between post length and time to product and revenue generated. With this approach, the problem is far less, though by no means solved.

Zennie62Media is constantly working to improve the system network coding and seeks interested content and media technology partners.

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