Alphabet To Develop Their Own Server Chips | The Close 7/20/2026

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 Man Group Senior Portfolio Manager Matt Rowe, StockBrokers.com Director, Investor Research Jessica Inskip, Jefferies Tech Sector Leader, Software/Internet Research Brent Thill, The Westly Group Founder & Managing Partner Steve Westly, RBC Capital Markets Head of Derivatives Strategy Amy Wu Silverman, IMAX CEO Rich Gelfond, Boeing CEO Kelly Ortberg, Former Professional Soccer Player Jozy Altidore, Visa CMO Frank Cooper III, & Redpoint Ventures Managing Director Erica Brescia. Chapters: 00:00:00 Bloomberg The Close 00:02:26 Man Group on AI Spending, Capex & Market Risk 00:10:23 AI Competition: Moonshot, Google & the Next Chip Race 00:16:06 Top Calls 00:17:21 Alphabet Earnings Preview: AI, Gemini & Custom Chips 00:22:23 Tesla Earnings Preview with Former Board Member Steve Westly 00:30:57 Stock of the Hour: Paramount, Warner Bros. & Merger Delay 00:35:54 RBC on Options Positioning Ahead of Tech Earnings 00:43:00 Closing Bell 00:45:46 Market Movers: Momentum Holdings, Teradyne & AMC 00:48:30 Warner Bros., Netflix & Media Sector Roundup 00:54:31 IMAX CEO on Christopher Nolan's 'The Odyssey' Box Office Success 01:04:11 Boeing CEO on Production, Backlog & Aerospace Demand 01:08:20 World Cup Business: Jozy Altidore on Soccer's U.S. Momentum 01:13:35 Visa on World Cup Spending, Travel & Consumer Trends 01:21:15 Redpoint Ventures on AI Infrastructure & Big Tech Earnings -------- 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