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ASML Boosts Outlook on AI Momentum; Oil Rises on Trump Warning | Bloomberg Brief 07/15/2026

Watch on YouTube ↗  |  July 15, 2026 at 12:34  |  43:33  |  Bloomberg Markets
Speakers
Shauna Goetsch — Bloomberg Tech Editor
Winnie Hsu — Bloomberg Reporter (Asia Markets)
Chloe Meley — Reporter, Bloomberg
Justina Lee — Bloomberg Reporter
Cayla Seder — Macro Multi-Asset Strategist, State Street
Michelle Chang — Head of Content, Messari
Kate — Bloomberg Reporter
Alastair Bowles — Bloomberg Senior Editor

Summary

ASML's strong outlook on AI chip demand lifts global tech stocks, with Korean equities surging. Oil and natural gas rise on escalating U.S.-Iran tensions. Zoom CFO outlines AI transformation and buybacks, while PayPal jumps on takeover speculation. Fed Chair Warsh remains cautious on inflation despite a benign CPI print.

  • ASML upgrades guidance on AI demand, boosting chip stocks worldwide
  • SK Hynix and KOSPI rally sharply on memory chip strength
  • Oil edges higher after fourth day of U.S. strikes on Iran
  • Natural gas hits multi-month highs on Mideast risk and European refill
  • PayPal surges on report of $53 billion takeover bid by Stripe and Advent
  • Richemont beats sales estimates on strong U.S. luxury demand
  • Fed Chair Warsh says inflation fight not over, July hike priced out
  • Zoom CFO discusses AI monetization, contact center scale, and buybacks
Ideas
Winnie Hsu Bloomberg Reporter (Asia Markets) 0:52
SK Hynix narrows gap, memory rally.
SK Hynix is rallying on a bullish target price, new options trading, and a narrowing valuation gap with Micron, with the memory chip rally expected to continue.
000660.KS HIGH
Winnie Hsu Bloomberg Reporter (Asia Markets) 0:52
KOSPI surges on chip demand.
Korean stocks lead Asian markets with the KOSPI surging over 6%, driven by tech strength and SK Hynix's rally on chip demand.
EWY HIGH
Justina Lee Bloomberg Reporter 2:39
Watch natural gas on geopolitics.
Natural gas prices have reached multi-month highs due to Middle East tensions and the start of Europe's inventory refill season ahead of winter, posing an inflation risk worth monitoring.
UNG MED
Chloe Meley Reporter, Bloomberg 4:31
PayPal jumps on takeover bid report.
PayPal shares are soaring on a report that Stripe and Advent International are considering a $53 billion takeover, with investors showing keen interest in a deal.
PYPL MED
Chloe Meley Reporter, Bloomberg 5:12
Richemont beats on luxury demand.
Richemont reported sales far ahead of expectations, driven by strong U.S. demand for Cartier jewelry and positive sales across all regions, signaling resilient luxury demand.
CFR.SW HIGH
Shauna Goetsch Bloomberg Tech Editor 5:38
ASML ramps capacity for AI demand.
ASML's results and upgraded guidance show confidence in ramping up production capacity to meet surging AI chip demand, signaling a strong long-term outlook and a potential catch-up trade after the stock's year-to-date underperformance.
ASML HIGH
Michelle Chang Head of Content, Messari 13:33
Zoom AI pivot and buybacks support stock.
Zoom is undergoing transformation through AI infusion across its products, scaling its contact center business, developing AI monetization, and returning $4.6 billion to shareholders via buybacks, supporting revenue growth and shareholder value.
ZM MED
Cayla Seder Macro Multi-Asset Strategist, State Street 27:20
Yields to rise as breakevens reverse.
After a large drop in breakevens on the benign CPI, there is room for a reversal; yields should move higher in the coming weeks as inflation risks from AI, commodities, and potential Fed tightening persist.
U.S. 10-Year Treasury Note MED
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This Bloomberg Markets video, published July 15, 2026, features Winnie Hsu, Justina Lee, Chloe Meley, Shauna Goetsch, Michelle Chang, Cayla Seder discussing 000660.KS, EWY, UNG, PYPL, CFR.SW, ASML, ZM, U.S. 10-Year Treasury Note. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Winnie Hsu, Justina Lee, Chloe Meley, Shauna Goetsch, Michelle Chang, Cayla Seder  · Tickers: 000660.KS, EWY, UNG, PYPL, CFR.SW, ASML, ZM, U.S. 10-Year Treasury Note