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 Goldman Sachs Chief Credit Strategist Amanda Lynam, Tenstorrent CEO Jim Keller, Jefferies Senior Equity Research Analyst, Airlines, A&D Sector Sheila Kahyaoglu, X-Energy CEO Clay Sell, US Energy Secretary Chris Wright, Meredith Whitney Advisory Group CEO Meredith Whitney, Alger Portfolio Manager Ankur Crawford, Espa Labs CEO & Co-Founder Deon Nicholas, JPMorgan Asset Management Chief Global Strategist David Kelly & JPMorgan Private Bank Global Investment Strategy Co-CIO Stephen Parker, & SIFMA CEO Ken Bentsen.
Chapters:
00:00:00 Bloomberg The Close
00:02:38 Goldman Sachs on AI Credit, CoreWeave & Financing Risks
00:08:01 Hyperscaler Debt, Private Markets & Higher Rates
00:10:55 Tenstorrent CEO Jim Keller on AI Chips & $1.5 Billion Raise
00:16:09 AI Coding, Open Source & Tenstorrent’s Growth Strategy
00:17:30 Top Calls
00:18:34 Defense Earnings, Airlines & the Consumer Outlook
00:23:06 Anthropic, Amazon & the $45 Billion AI Infrastructure Deal
00:28:04 Nuclear Power, Data Centers & Bipartisan Energy Support
00:32:04 Energy Secretary Chris Wright on Oil & Diesel Shortages
00:37:06 Meredith Whitney on the Consumer & Earnings Season
00:42:04 Banks, Private Credit & the Economy’s Dependence on AI
00:45:30 Closing Bell
00:50:21 Treasury Yields, Market Movers & the Return of Cursive
00:55:22 AI Stocks Rebound Ahead of Big Tech Earnings
01:00:15 AI Infrastructure, Power Constraints & Software Automation
01:03:08 Personal AI Agents, Privacy & the Future of Work
01:08:38 JPMorgan on the AI Capex Supercycle & Long-Term Returns
01:14:15 Higher Rates, Bonds & Portfolio Diversification
01:20:20 SIFMA on Tokenization & Modernizing Financial Markets
01:25:14 Treasury Clearing, 24/7 Trading & AI in Finance
01:28:30 What to Watch
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