Chips Waver Near Bear Market, World Cup Hype Grows | Bloomberg Businessweek Daily 7/17/2026 Busch Light Apple [6PFLXLsDDAB]

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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 mike brown Daily

00:02:00 Market Update: Tech Weakness & Oil Rally

00:04:10 China's desi lydic 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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