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 Barings Head ofMulti-Asset Solutions Trevor Slaven, Ciena President & CEO Gary Smith, Skyworks Chair Chris King, S&P Global Global Head of Quantitative Research and Solutions Daniel Sandberg, OpenAI CEO & Co-Founder Sam Altman, UBS Alignment Partners Managing Director, Wealth Management Alli McCartney, SW Retail Advisors President & Founder Stacey Widlitz, Sports Agent Leigh Steinberg, Zumba Fitness CEO & Co-Founder Alberto Perlman, & Daydream Founder & CEO Julie Bornstein.
Chapters:
00:00:00 Bloomberg The Close
00:03:03 AI Capex, Economic Growth & the Labor Market
00:05:58 Treasury Supply, Hyperscaler Debt & Market Risks
00:08:31 Ciena CEO on AI Infrastructure & Optical Networking
00:12:05 Ciena’s Supply Constraints & 2027 Growth Outlook
00:14:08 Semiconductor Pioneer Christine King on the AI Chip Boom
00:17:06 Custom Silicon, U.S.-China Competition & Chip Supply
00:20:13 AI Financing & the Semiconductor Supercycle
00:23:02 S&P Global on the Trillion-Dollar AI Capex Boom
00:26:00 OpenAI CEO Sam Altman on Astra & the Road to AGI
00:29:05 Astra’s Safety Guardrails & Cybersecurity Risks
00:32:36 Sam Altman on AI Safety, Autonomy & Public Trust
00:36:28 AI Pricing, Accessibility & OpenAI’s Long-Term Strategy
00:39:07 Breaking Down Sam Altman’s Astra Interview
00:42:03 OpenAI’s IPO Prospects & the Cost of Building AI
00:44:58 UBS on Earnings Growth, Rates & Global Markets
00:48:39 Gold, Bonds & Positioning for Market Risks
00:54:40 Market Movers: Ciena, Victoria’s Secret & Campbell’s
00:57:00 Oura Files for IPO & Lululemon Earnings Disappoint
01:00:17 Zscaler & DocuSign Earnings Move After the Bell
01:03:30 Lululemon’s Turnaround, Product Problems & New CEO
01:06:36 Competition, Discounting & Lululemon’s Brand Challenges
01:10:35 Adobe Names New CEO as AI Disruption Looms
01:12:04 OpenAI’s Astra Guardrails & Adobe’s AI Challenge
01:15:45 Leigh Steinberg on NIL, College Football & NCAA Reform
01:19:37 U.S. Open Ticket Prices, Clippers Fallout & WNBA
01:23:22 Zumba CEO on 25 Years of Fitness & Global Growth
01:26:12 Zumba’s Business Model, Fitness Boom & Future Plans
01:29:13 Daydream CEO on AI-Powered Back-to-School Shopping
01:32:19 AI Shopping, Personalization & Consumer Trust
01:34:48 August Jobs Report Preview
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