Netflix Earnings & Chipmaker Rout Hits Stocks on AI Worries | The Close 7/16/2026

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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 Wedbush Securities Senior Vice President of Equity Research Alicia Reese, MSIM Deputy CIO, Solutions & Multi-Asset Group Jitania Kandhari, Bernstein US Semis & Semi Capital Equipment Senior Analyst Stacy Rasgon, Hines Global CIO & Managing Partner David Steinbach, Barclays Head, US Equity Strategy & Global Equity Linked Strategies Venu Krishna, Gerber Kawasaki Wealth & Investment Management President, CEO & Co-Founder Ross Gerber, Former Netflix CMO Bozoma Saint John, Wedbush Securities Managing Director, Equity Research Michael Pachter, & Media Analyst Evan Shapiro. Chapters: 00:00:00 Bloomberg The Close 00:03:40 Netflix Preview: Engagement, Advertising & Growth Concerns 00:10:34 Morgan Stanley IM on AI Investing Beyond Chips 00:16:19 Top Calls 00:17:19 Bernstein on the Semiconductor Selloff 00:22:27 Hines on Global Real Estate Opportunities 00:30:04 Stock of the Hour: Eli Lilly's Psychedelic Drug Bet 00:35:15 Barclays on Market Outlook, AI Valuations & Midterms 00:42:30 Closing Bell 00:45:33 Netflix Earnings Released: Revenue, Guidance & Market Reaction 00:53:54 Bloomberg Intelligence Breaks Down Netflix Results 01:00:00 Ross Gerber on Netflix's Long-Term Strategy 01:06:29 Former Netflix CMO on Winning the Attention Economy 01:12:15 Wedbush on Netflix's Engagement Challenge 01:24:00 Evan Shapiro on Netflix, YouTube & the Future of Streaming 01:32:57 Netflix Earnings Call: Key Takeaways & What's Next
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