Rebound in Chipmakers Gathers Pace | The Close 7/21/2026

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 Kayne Anderson Rudnick Portfolio Manager Julie Biel, Vanguard Head of Product & Portfolio Strategy Rachel Aguirre, Novartis International CEO Vas Narasimhan, Amazon Business Director & Head of Value & Selection Daniel Silverfield, Raymond James Advisory Solutions Market Strategy Head Matt Orton, JP Morgan Asset Management Global Alternatives Strategist Aaron Mulvihill, Lossdog Founder & Co-CEO Tom Sosnoff, Coldwell Banker Affiliates President Mary Lee Blaylock, & Cox Automotive Industry Insights Director Stephanie Valdez Streaty. Chapters: 00:00:00 Bloomberg The Close 00:04:05 Kayne Anderson Rudnick on Chips, Software & Market Breadth 00:09:45 Vanguard's AI Outlook: Why Value Stocks Could Benefit Most 00:14:13 Novartis CEO on Growth, Drug Pipeline & Pricing Pressures 00:23:00 Amazon Business Reaches $60 Billion in Annual Sales 00:30:30 Stock of the Hour: GM Raises Outlook Despite Tariffs 00:36:01 Raymond James on Tech Earnings, AI Spending & Financials 00:43:04 Closing Bell 00:45:45 Market Movers: SpaceX, Utz & General Motors 00:48:08 Biggest Losers: Danaher, Charles Schwab & Super Micro Update 00:55:24 AI Bond Boom: Investing Beyond Big Tech 01:03:30 Biotech IPOs Outperform as AI Listings Heat Up 01:08:13 Retail Investors Drive Record Options Trading 01:17:50 Luxury Real Estate Trend: 'Landmaxxing' Takes Off 01:24:12 Tesla Earnings Preview: Margins, Robotaxis & Energy Storage 01:28:17 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:   / 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