Big Tech Faces Pressure | The Close 7/24/2026

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 Allspring Global Investments Head of Equity Investments Ann Miletti, Veda Partners Managing Partner, Director of Economic Policy Henrietta Treyz, Wedbush Securities Managing Director, Equity Research, Hardware Matt Bryson, VSORA Chair Sandra Rivera, Fidelity Director of Global Macro Jurrien Timmer, Sila Nanotechnologies CEO & Co-Founder Gene Berdichevsky, Harbinger Sports Partners Founder & CIO Rashaun Williams, Manna Tree Partners Co-Founder & Managing Director Ellie Rubenstein, & Kosterina Founder & CEO Katina Mountanos.

Chapters:
00:00:00 Bloomberg The Close
00:02:00 Allspring on AI Spending, Earnings & Market Rotation
00:09:03 Tariffs, Inflation & Washington Policy Outlook
00:16:02 Top Calls
00:17:29 Intel Reversal: AI Spending Concerns vs. Strong Fundamentals
00:22:23 Data Center Buildout: Demand, AI Infrastructure & Intel
00:31:51 Stock of the Hour: American Express Under Pressure
00:34:05 Paramount-Warner Deal Delayed
00:36:23 Fidelity on AI, Higher Rates & Market Leadership
00:43:13 Closing Bell
00:46:43 Market Movers: SLB, RingCentral & T-Mobile
00:48:33 Paramount Merger Delay, Uber & Waymo, and SpaceX Watch
00:54:56 Weekly Market Recap & Tesla’s Challenging Week
00:56:59 Sila Nanotechnologies on Next-Generation Battery Innovation
01:00:26 Tesla’s AI Future, Energy Storage & Physical AI
01:03:43 ETF Boom: Why Fund Lifespans Are Shrinking
01:08:07 Private Equity Bets on the Las Vegas Athletics
01:17:00 Investing in the Wellness Economy
01:23:10 Olive Oil Shots: The Latest Wellness Trend
01:28:08 What to Watch & Katie Greifeld’s Farewell
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