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

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 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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