AI Spending Fears Weigh on Stocks; Oil Jumps on Red Sea Attack | Bloomberg Brief 07/23/2026

US equity futures fall after Alphabet's plan to spend up to $205 billion this year revives concerns over the soaring cost of AI, while Tesla also boosts investment to accelerate its AI ambitions. Brent crude climbs towards $100 a barrel after Houthi militants attacked two Saudi Arabian oil tankers in the Red Sea. Stephanie Roth of Wolfe Research discusses her outlook for inflation amid rising oil supply risks. Chapters: 00:00:00 - Bloomberg Brief Begins, Opening Headlines: AI Spending, Tesla & Oil Surge 00:00:50 - Global Market Check: Asia Markets Update with Winnie Hsu 00:02:03 - Oil Rally, European Markets & Bond Yields 00:04:16 - First Market Movers: Alphabet, Tesla & Casino Stocks 00:05:38 - Alphabet's AI Spending Sparks Investor Concerns 00:08:03 - AI Cybersecurity & OpenAI Discussion 00:09:07 - Houthi Attacks Threaten Red Sea Shipping 00:12:26 - Trump Administration Targets Fed's Michael Barr 00:14:45 - Trending on the Terminal: SK Hynix, BNP Paribas & UniCredit 00:16:49 - Tesla's First Cash Burn in Two Years 00:18:36 - Daimler Raises Outlook on Tariff Relief 00:19:50 - Front Page News Roundup 00:21:38 - Market Open Preview: AI Spending & Oil Risks 00:24:31 - Stephanie Roth, Wolfe Research Chief Economist, on Fed, Inflation, Oil 00:32:31 - Trending on the Terminal 00:34:45 - Iran Conflict & Red Sea Shipping Escalation 00:35:46 - Washington Update: Fed Investigation & Stock Trading Ban 00:37:27 - Alphabet AI Spending Deep Dive 00:40:14 - Intel Outlook & AI Infrastructure 00:41:58 - What's Ahead Today: ECB Decision, Earnings & Market Preview -------- 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:   / bloombergtv   Facebook:   / bloombergtelevision   Instagram:   / bloombergtv   Connect with Bloomberg Business on: X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   TikTok: https://www.tiktok.com/@bloombergbusi... Reddit:   / bloomberg   LinkedIn:   / bloomberg-news   More from Bloomberg: Bloomberg Radio:   / bloombergradio   Bloomberg Surveillance:   / bsurveillance   Bloomberg Politics:   / bpolitics   Bloomberg Originals:   / bbgoriginals   Watch more on YouTube: Bloomberg Technology:    / @bloombergtechnology   Bloomberg Originals:    / @business   Bloomberg Quicktake:    / @bloombergquicktake   Bloomberg Espanol:    / @bloomberg_espanol   Bloomberg Podcasts:    / @bloombergpodcasts