The Close 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 Vanguard Fixed Income Client Portfolio Manager Rebecca Venter, First Founder & CEO Libby Leffler, Morningstar Senior Equity Analyst David Swartz, Rockefeller International Chairman Ruchir Sharma, Russell Investments President & CIO Kate El-Hillow, AMD CEO Lisa Su & World Labs CEO Fei-Fei Li, JPMorgan Asset Management Executive Director, Global Market Strategist Jack Manley, Adobe Digital Insights Director Vivek Pandya, & SPG Global Managing Director Simon Gallagher.
Chapters:
00:00:00 Bloomberg The Close
00:03:09 Vanguard on Bond Volatility, Fed Hikes & Yield Opportunities
00:05:27 Yield Curve, Credit Markets & Fixed Income Investing
00:09:42 Nvidia’s New AI Security System & $150 Billion Buyback
00:12:14 Meta’s AI Strategy & Enterprise Push
00:14:41 Micron Earnings, Chip Stocks & Nvidia’s AI Investment
00:17:06 Top Calls
00:17:53 Nike Earnings Preview & Turnaround Challenges
00:20:45 Nike’s Inventory Problems, China & Product Innovation
00:22:31 Treasury Yields Hit the AI Boom’s 5% Danger Zone
00:26:21 Higher Rates, AI Debt & Data Center Financing
00:29:19 Market Breadth, S&P 500 Concentration & AI Risk
00:32:45 Boeing Slides on 737 Max 10 Certification Delay
00:35:19 Russell Investments on Higher-for-Longer Rates
00:38:05 Credit Markets, Duration & Portfolio Diversification
00:40:09 Market Concentration & Finding Diversification
00:43:16 Closing Bell
00:46:05 Market Movers: Nvidia, Palo Alto & Kodiak Sciences
00:48:08 MongoDB, Boeing & Meta Lead the Day’s Decliners
00:51:10 AMD to Buy Fei-Fei Li’s World Labs for $8.2 Billion
00:54:01 Fei-Fei Li & Lisa Su on the Future of AI
00:57:15 World Labs, Spatial Intelligence & Robotics
01:03:02 JPMorgan on Rates, Markets & the AI Trade
01:06:08 AMD-World Labs Deal & the AI Investment Race
01:09:13 Broadening the AI Trade Beyond Nvidia
01:11:19 Adobe’s Holiday Shopping Forecast & Consumer Spending
01:14:29 Discounts, Early Shopping & Holiday Deals
01:17:03 AI Shopping Agents Transform the Consumer Journey
01:19:12 WNBA, NFL & MLB Playoff Business
01:22:19 MLB Streaming Rights & the Future of Sports Viewing
01:25:06 Netflix, Live Sports & Media Rights Economics
01:27:20 Sports Streaming, Regional Rights & Fragmentation
01:30:12 What to Watch
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