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Davos Day 4: Bloomberg Surveillance: Early Edition 01/19/23

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US Stocks Rally To End Turbulent Month | The Close 7/31/2026

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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 UBS Head of US Rates Strategy Phoebe White, Glide Identity Founder & CEO Eran Haggiag & Verizon Business Senior VP, Chief Product Officer Scott Lawrence, Rosenblatt Securities Senior Research Analyst & Managing Director Barton Crockett, Chevron CFO Eimear Bonner, Wells Fargo Investment Institute Global Asset Allocation Strategist Veronica Willis, First Founder & CEO Libby Leffler, Illumina CEO Jacob Thaysen, Most Valuable Promotions Co-Founders Jake Paul & Nakisa Bidarian, & Most Valuable Promotions CEO & Board Member John Martin, & Serhant CEO & Founder Ryan Serhant.

Chapters:
00:00:00 Bloomberg The Close
00:03:22 UBS on Fed Credibility, Treasury Yields & Inflation
00:09:30 AI Identity Security with Verizon & Glide
00:15:42 Top Calls
00:16:49 Apple Selloff: AI Phones, Supply Chain & Valuation
00:22:21 Chevron Delivers Record Quarter as Oil Prices Surge
00:32:26 Stock of the Hour: Universal Music’s Streaming Slowdown
00:36:53 Wells Fargo on Tech, Rates & Market Volatility
00:43:15 Closing Bell
00:47:45 Amazon Leads Winners While Apple Tumbles
00:53:30 Month-End Market Recap: Tech, Energy & Crypto
00:56:25 AI Investing: Why Markets Now Demand ROI
01:02:31 Illumina on Genomics, AI & Precision Medicine
01:08:18 Jake Paul, PFL & the Future of Combat Sports
01:20:59 Serhant Expands Into Texas Luxury Real Estate
01:28:01 What to Watch
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Will new merger rules help Europe’s AI race? #shorts #europe #ai #mergers #business

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The European Union is rewriting its merger rules for the first time in two decades, hoping to create business “champions” capable of competing with the US. Watch Wall Street Week https://bloom.bg/3Tt61d3

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The Rundown: AI’s circular financing

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Ed Ludlow has The Rundown on this week’s biggest tech stories, from Microsoft’s AI payoff to Wall Street’s circular financing concerns.

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Zhongji Innolight Stumbles in Hong Kong Debut | The China Show | 7/30/2026

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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:04:41 – Treasury yields rise after Warsh keeps interest rates unchanged
00:08:36 – Zhongji Innolight shares indicated 3.8% lower ahead of Hong Kong debut
00:12:55 – HSBC’s Paul Mackel on what the Fed’s rate hold means for Asian currencies
00:23:16 – Zhongji Innolight begins trading in Hong Kong
00:32:59 – Moonshot AI raises a larger-than-expected $3.5 billion funding round
00:37:54 – Seoul pledges fresh measures to stabilize volatile equity markets
00:51:37 – Vantage Markets’ Hebe Chen on whether Samsung earnings can sustain market momentum
00:59:21 – As Zhongji Innolight stumbles, are cracks emerging in the AI trade?
01:06:00 – Microsoft climbs on robust AI and cloud-driven growth
01:10:14 – Samsung’s solid fundamentals anchor a KOSPI recovery
01:18:52 – Goldman’s Hui Shan expects stronger easing signals from China’s Politburo meeting
01:27:54 – Can pork prices offer clues to China’s luxury spending outlook?
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Why Record Earnings Aren’t Good Enough for AI, Chip Investors

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Chipmakers are delivering record earnings, yet investor skepticism is dragging stocks lower. Sky‑high expectations, crowded trades, and looming uncertainty mean the AI boom isn’t easy money anymore. Bloomberg’s Anthony Stephens has more.

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More on Bloomberg Television and Markets

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