AI Selloff, Oil & Treasury Yields Pressure Markets

Bloomberg Television2 hours ago1:29:57

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 Morgan Stanley Investment Management Senior Portfolio Manager Andrew Slimmon, Kansas City Fed Former President & CEO Thomas Hoenig, Maxim Group Senior Consumer Internet Analyst Tom Forte, Arizona Land Consulting Founder & CEO Anita Verma-Lallian, JPMorgan Asset Management Global Market Strategist Jordan Jackson, TGI Fridays CEO Ray Blanchette, Graza CEO Andrew Benin, Sensor Tower VP of Insights Seema Shah, & Carlyle Group Co-Founder & Co-Chairman David Rubenstein. Chapters: 00:00:00 Bloomberg The Close 00:02:45 Morgan Stanley on the AI Trade & Market Volatility 00:08:05 AI Chip Demand, Hyperscalers & the Capex Cycle 00:12:03 Former KC Fed President on Kevin Warsh & Inflation 00:18:23 Apple’s $2,000 Foldable iPhone & Consumer Demand 00:23:09 AI Data Centers, Power Demand & Land Constraints 00:28:50 Data Center Risks, AI Efficiency & Hollywood 00:32:06 Netflix Shakeup, Layoffs & the Search for New Hits 00:36:58 JPMorgan on Earnings, Oil & Market Volatility 00:42:25 Credit Markets, Treasury Yields & AI Debt 00:45:17 Closing Bell 00:50:28 Tesla’s Flying Car, Bond Volatility & AI Concerns 00:55:01 Weekly Market Recap: Tech Slumps as Restaurants Rally 00:58:05 TGI Fridays CEO on the Casual Dining Comeback 01:03:04 TGI Fridays Turnaround, Ownership & Brand Revival 01:04:32 Graza on Reinventing Olive Oil & Expanding the Brand 01:09:22 AI Earnings Preview & the CoreWeave Selloff 01:14:09 Meta, Hyperscalers & the Next Phase of AI Spending 01:18:09 David Rubenstein on Washington & Bipartisanship 01:23:08 The American Dream, Immigration & the Kennedy Center 01:28:43 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

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