ASML Boosts Outlook on AI Momentum; Oil Rises on Trump Warning | Bloomberg Brief 07/15/2026

Tech stocks lead equities higher after ASML results show fresh evidence of strong chip demand. Pres. Trump vows to escalate attacks until Iran stops attacking ships in the Strait of Hormuz. Michelle Chang, CFO of Zoom discusses the company’s growth as it marks fifteen years, alongside Bloomberg senior editor Nina Trentmann. Cayla Seder of State Street weighs inflationary risks and Fed Chair Warsh’s second day of testimony on Capitol Hill.

Chapters:
00:00:00 – Bloomberg Brief Begins; Opening Headlines
00:00:41 – Global Markets Check: Asian Markets Rally on ASML and Chip Demand, Europe Market Open: ASML, Richemont & Energy
00:03:02 – Oil, Iran Tensions and U.S. Market Setup
00:04:31 – First Look Movers: PayPal, ASML & Richemont
00:05:38 – ASML’s AI Outlook Through 2028
00:07:53 – Fed Chair Kevin Warsh on Inflation and Fed Policy
00:11:54 – Trending on the Terminal
00:13:03 – Zoom CFO Michelle Chang on Zoom Celebrating 15 Years, What’s Next for Growth, Artificial Intelligence
00:20:47 – Front Page News
00:21:32 – Half-Hour Market Reset
00:23:38 – Premarket Movers Update
00:24:51 – Cayla Seder, State Street Macro Multi-Asset Strategist, on Inflation and the Fed
00:32:42 – Trending on the Terminal
00:33:58 – President Donald Trump Escalates Pressure on Iran
00:37:43 – ASML’s Long-Term AI Demand Outlook
00:40:37 – Morgan Stanley Earnings Preview
00:42:54 – What to Watch Today
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