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 Wells Fargo CIO, Wealth & Investment Darrell Cronk, JLL President, Retail Advisory Services Naveen Jaggi, Barclays Managing Director, Senior Retail Analyst Adrienne Yih, Bluestone Equity Partners Founder & Managing Partner Bobby Sharma, Janus Henderson Head, Multi-Asset Macro Investing Mike Contopoulos, Susquehanna International Group Senior Equity Research Analyst Mehdi Hosseini, Mizuho Securities Managing Director, Restaurants Equity Research Nick Setyan, JAB Holdings Chief Investment Officer Anant Bhalla, & VMG Partners Managing Partners Robin Tsai.
Chapters:
00:00:00 Bloomberg The Close
00:03:59 Wells Fargo on AI, Earnings Growth & Market Outlook
00:10:21 JLL on the Return of the Mall and Consumer Spending
00:16:00 Top Calls
00:17:02 Tapestry, Coach & the Gen Z Consumer
00:22:40 Lakers $12 Billion Deal and the Business of Sports
00:33:03 Stock of the Hour: Workday Surges on Silver Lake Report
00:35:22 Markets, Treasury Yields & Inflation Risks
00:43:20 Closing Bell
00:46:30 Applied Materials Earnings and AI Chip Demand
00:49:41 Market Movers: Sandisk, Micron, Workday & Cisco
00:53:02 Manhattan Rents Hit a Record $5,000
00:56:25 Applied Materials Deep Dive: AI Spending & Semiconductor Growth
01:03:28 Restaurant Stocks and the Cyclospora Outbreak
01:08:33 Insurance, Private Markets & Permanent Capital
01:19:18 Consumer Brands, Venture Capital & the IPO Market
01:27:30 Why Investors Are Turning to Consumer Businesses Beyond AI
01:29:08 What to Watch
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