Tech Stocks Rally in AI Trade Euphoria | The China Show | 7/31/2026

“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. Chapters: 00:00:00 - Bloomberg: The China Show opens 00:02:51 - Breaking: WSJ reports Tesla is weighing a sale of China business 00:04:00 - Will Japan's FX interventions influence the BOJ's rate decision? 00:10:07 - Tech stocks lead Asia stock gains 00:15:06 - Apple, Amazon earnings in focus with Lopez Research's Maribel Lopez 00:32:20 - ChinaAMC Hong Kong's Serene Cai on China's bond market 00:39:28 - Situational Awareness assets shrink to $10 billion after Citadel deal 00:46:17 - Impact of Apple and Amazon earnings on Asia stocks 00:52:31 - Scott Bessent says Japanese yen remains undervalued 00:59:06 - Silicon Motion's Jason Tsai on growth drivers behind blockbuster guidance 01:11:16 - Pendal Group's Amy Xie Patrick reacts to Warsh's inflation outlook 01:20:31 - South Korea unveils a $14 billion push to bolster its AI ambitions 01:25:15 - Tesla's China future comes under the spotlight -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts