Chips Waver Near Bear Market, World Cup Hype Grows | Bloomberg Businessweek Daily 7/17/2026

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Bloomberg Intelligence's Mandeep Singh and Bloomberg's AI Editor Seth Fiegerman break down the days chips news headlines, and the latest on China's AI race. Then, AlphaSense CFO Samantha Greenberg discusses the company's recent $350M funding round, and how its AI search capability provides market intelligence. Plus, NBCUniversal Telemundo Senior VP of Sports Content Miguel Lorenzo shares how the World Cup is brining a new audience to the Spanish-language telecast. 00:00:00 Bloomberg Businessweek Daily 00:02:00 Market Update: Tech Weakness & Oil Rally 00:04:10 China's AI Breakthrough Shakes Markets 00:05:20 Is This DeepSeek 2.0? 00:09:20 Google's Gemini Delay & AI Competition 00:11:40 AI Race: China vs. U.S. 00:18:50 Market Update: Tech Stocks Under Pressure 00:21:20 AlphaSense CFO on AI, Growth & IPO Plans 00:29:40 AI Spending Shifts Toward Efficiency 00:32:40 Market Update: Semiconductors & SpaceX 00:35:20 World Cup Ratings Boom for Telemundo 00:39:50 Spain vs. Argentina World Cup Final Preview 00:47:10 Apple's Antitrust Talks & Market Leadership 00:48:40 Netflix Earnings Disappoint Investors 00:49:55 Meta, Anthropic & the AI Compute Race 00:50:50 AI Pricing Wars & the Second-Mover Advantage
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