ASML Boosts Outlook on AI Momentum; Oil Rises on Trump Warning | Bloomberg Brief 07/15/2026
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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
Tags: ASML, Alister Bull, Anthropic, CPI, Cayla Seder, Chloe Meley, Donald Trump, Federal Reserve, Geopolitics, Justina Lee, Kate Ackley, Kevin Warsh, Michelle Chang, Microsoft, Morgan Stanley, Neil Campling, Nina Trentmann, SK Hynix, Shona Ghosh, State Street Corp.
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