Chip Stocks Sink on Inflation Surprise | The Close 7/15/2026

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 Street. Today's guests are Carlyle Senior Advisor Jeff Currie, SoFi Chief Market Strategist Liz Thomas, Barclays Senior Analyst Jason Goldberg, DWS Head of Real Estate, Americas Todd Henderson, Partners Group Chief Investment Strategist Anastasia Amoroso, SDT Capital Advisors President Stephen Trent, Goldman Sachs Asset MGMT Americas Client Portfolio Co-Head Katherine Bordlemay, Authentic CEO of Entertainment Corey Salter, Christie’s CEO Bonnie Brennan, & Mimi’s Frozen Yogurt CEO & Founder Amber Linz. Chapters: 00:00:00 Bloomberg The Close 00:03:22 Jeffrey Currie on Oil, Refining Bottlenecks & Commodities 00:12:49 Inflation Outlook, Rates & Market Strategy 00:17:50 Morgan Stanley Earnings and the Big Bank Trade 00:23:23 Commercial Real Estate: Why It's an Attractive Entry Point 00:30:28 President Trump Speaks at Defense Innovation Summit 00:35:03 PayPal Surges on Stripe Acquisition Report 00:39:18 Partners Group on AI, Energy & Defense Investing 00:46:13 Closing Bell 00:49:00 United Airlines Earnings: Demand, Fuel Costs & Outlook 00:53:23 JB Hunt Beats Expectations as Freight Recovers 00:56:59 Post-Close: United Airlines and Travel Sector Analysis 01:04:01 Goldman Sachs Asset Management on AI, Small Caps & Emerging Markets 01:11:11 Authentic Brands on Sports, Entertainment & Global IP 01:18:13 Christie's CEO on the Art Market Boom and New Collectors 01:26:26 Mimi's Frozen Yogurt and the Return of Froyo 01:31:17 What to Watch -------- 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 http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Fa

Added 16 Jul 2026