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 Robinhood Markets CIO Stephanie Guild, Everpure Chairman & CEO Charlie Giancarlo, New Street Research Equity Research Analyst, Technology Infrastructure Antoine Chkaiban, Agilent Technologies CEO Padraig McDonnell, Nuveen CIO Saira Malik, American Century Investment CIO, Multi-Asset Strategies, Senior Vice President Rich Weiss, RBC Capital Markets Managing Director, Software Equity Research Rishi Jaluria, Bain Capital Partner & Head of Real Estate Ryan Cotton, & Morgan & Morgan Founder John Morgan.
Chapters:
00:00:00 Bloomberg The Close
00:03:01 Gold, Treasury Yields & the Debasement Trade
00:10:30 Everpure CEO on AI, Storage & Hyperscaler Growth
00:18:19 Nvidia’s Supply Constraints & Long-Term AI Demand
00:23:23 Agilent CEO on Life Sciences, AI & Semiconductor Growth
00:29:07 Agilent’s OpenAI Partnership & Autonomous Labs
00:32:30 Wendy’s Stock Drops
00:36:22 Markets, Nvidia & Jackson Hole Countdown
00:40:49 Software Stocks Rebound From AI Fears
00:43:40 Closing Bell
00:46:20 Workday, Autodesk & Software Earnings
00:51:06 Ulta Beauty, Retail Earnings & the U.S. Consumer
00:56:49 AI Bull Run, Global Markets & Treasury Yields
01:04:22 Workday Earnings, AI & Private Equity Interest
01:09:22 Bain Capital on Commercial Real Estate Opportunities
01:15:17 Data Centers, Senior Housing & Life Sciences Real Estate
01:20:05 Morgan & Morgan on AI, Private Equity & Legal Industry Growth
01:25:34 The Legal Industry Gold Rush & Morgan & Morgan’s Valuation
01:28:47 What to Watch
——–
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