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 Rockefeller Global Family Office CIO Jimmy Chang, Agility Robotics CEO Peggy Johnson, UBS Equity Research Analyst Michael Lasser, LVMH North America Former Chairman Pauline Brown, Laffer Tengler Investments CEO & CIO Nancy Tengler, Telsey Advisory Group CEO & Chief Research Officer Dana Telsey, J&J Snack Foods CEO Dan Fachner, & Open Machine CEO Allie Miller.
Chapters:
00:00:00 Bloomberg The Close
00:03:25 Rockefeller CIO on Global Yields, Debt & AI Financing
00:11:00 Agility Robotics on Humanoids, IPO Plans & China
00:17:15 Top Calls
00:18:09 Walmart’s Sales Slowdown & the Consumer
00:22:24 Luxury Spending, Estée Lauder & the High-End Consumer
00:23:41 Pauline Brown on LVMH, Ralph Lauren & Luxury Trends
00:33:10 Stock of the Hour: Deere Jumps on Improving Farm Outlook
00:35:20 Countdown to the Closing Bell
00:36:24 Nancy Tengler on Bond Vigilantes, Earnings & the Bull Market
00:43:25 Closing Bell
00:46:22 Ross Stores Earnings Beat & Shares Jump After Hours
00:48:10 Market Movers: Crypto Stocks & Deere
00:49:51 Biggest Losers: Walmart, Moderna & SpaceX
00:52:01 Breaking Down Ross Stores Earnings Report
00:55:19 TJX’s Merchandise Missteps & Outlook
00:56:44 Broadcom’s $60 Billion AI Chip Financing Talks
00:57:24 Ross Stores vs. Walmart: A Tale of Two Retailers
01:02:02 J&J Snack Foods on ICEE, Dippin’ Dots & SuperPretzel
01:06:19 GLP-1 Drugs and the Future of Snack Foods
01:08:38 Bill Dudley Warns of a U.S. Stock Market Bubble
01:11:02 AI Capex, Financing & the Risk of Overcapacity
01:13:22 Is the AI Boom Following the Dot-Com Playbook?
01:16:21 Higher Yields, U.S. Debt & the Risk to the AI Boom
01:20:38 Allie Miller on AI ROI, Agents & Enterprise Strategy
01:23:45 What Companies Are Getting Wrong About AI
01:26:55 How Old-Economy Companies Are Reinventing With AI
01:29:18 What to Watch
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