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 Janus Henderson Investors Head of Multi-Asset Macro Investing Mike Contopoulos, Moody’s Chief Credit Officer Atsi Sheth, Mizuho Securities Senior Equity Research Analyst Lloyd Walmsley, PGIM Head of Middle Market Direct Lending Matt Harvey, AllianceBernstein Head of Equities Nelson Yu, Seaport Research Partners Senior Analyst Semiconductors & Electronics Jay Goldberg, OMNI Federal General Manager, AI & Edge Jana Eggers, IBM CEO Arvind Krishna, Alex Mill Chairman Mickey Drexler, & United Nations Foundation President & CEO Elizabeth Cousens.
Chapters:
00:00:00 Bloomberg The Close
00:01:53 Janus Henderson on AI Capex, Data Centers & Higher Rates
00:09:39 Moody’s on Higher Treasury Yields, Inflation & Credit Markets
00:14:57 Top Calls
00:16:25 Alphabet Selloff: Is Wall Street Missing the AI Story?
00:23:34 Private Credit Outlook with PGIM
00:31:20 Stock of the Hour: American Airlines Cuts Outlook
00:36:23 AllianceBernstein on AI, Quality Stocks & Market Rotation
00:43:12 Closing Bell
00:46:16 Intel Earnings Beat: AI Demand Drives Strong Results
00:51:20 Intel Breakdown: AI, Data Centers & Expanding Capacity
00:57:00 Intel Outlook: Chip Demand, Margins & Semiconductor Recovery
01:01:34 AI Infrastructure: Hardware vs. Software Debate
01:08:49 IBM CEO on Mainframes, AI & Productivity
01:14:07 Tesla Slides as Investors Question AI Spending
01:17:17 Mickey Drexler on Retail, Pricing & Consumer Behavior
01:25:17 U.N. Secretary-General Race and Global Leadership Challenges
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