AI Spending Fears Hit Tech; Banks Report Blowout Earnings | Daybreak Europe 7/23/2026

LIZZY: LIVE FROM LONDON, THIS IS BLOOMBERG DAYBREAK: EUROPE. STATESIDE, ALPHABET SHARES SLIDE OVERNIGHT AS IT SAYS WILL LIKELY TOP UNPRECEDENTED $200 BILLION THIS YEAR. OIL GAINS AFTER GOOFY ATTACKS ON TWO TANKERS IN THE RED SEA THREATEN A NEW FRONT IN THE IRAN WAR -- AFTER HOUTHI ATTACKS ON TWO TANKERS IN THE RED SEA. A VERY GOOD MORNING. HERE'S THE PICTURE IN MARKETS THIS THURSDAY, JUST A SNAPSHOT, BUT A CONTRAST BETWEEN EAST AND WEST. SHARES HIGHER IN ASIA FUELED BY CHIPMAKERS ON EXPECTATIONS THEY WILL B ...