AI Trade Worries, Oil & Treasury Yields Pressure Markets

Bloomberg Television3 hours ago1:33:32

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 Schroders Head of US Fixed Income Neil Sutherland, Applied Digital Founder & CEO Wes Cummins, Barclays Managing Director & US Equity Research Analyst Lauren Lieberman, Siebert Williams Shank President, CEO, and Co-Founder Suzanne Shank, Citi Research Analyst Jon Tower, 248 Ventures Chief Investment Strategist Lindsey Bell, Arc’teryx CEO Stuart Haselden, Patagonia CEO Ryan Gellert, True Religion Apparel CEO Michael Buckley, BTIG Managing Director, Consumer Equity Research Janine Stichter, & Cowboy Space Founder & CEO Baiju Bhatt. Chapters: 00:00:00 Bloomberg The Close 00:03:02 Schroders on Fed Hikes, Bonds & Fiscal Risks 00:08:40 Market Breadth, Earnings & Fixed-Income Opportunities 00:09:37 Applied Digital CEO on AI Data Center Growth 00:14:08 AI Infrastructure Debt, Financing & Hyperscalers 00:18:13 PepsiCo Earnings & Changing Consumer Habits 00:23:24 Suzanne Shank on 30 Years in Capital Markets 00:28:31 Municipal Bonds, Infrastructure & AI Financing 00:34:24 Starbucks Explores Potential Chipotle Takeover 00:39:09 Chipotle, Starbucks & the Challenges of Restaurant M&A 00:42:02 Earnings Season, Tech Leadership & Market Risks 00:47:30 Closing Bell 00:52:59 Nvidia, SpaceX, Airlines & Treasury Yields 00:57:19 Arc’teryx CEO on Brand Growth & Authenticity 01:02:23 Arc’teryx Retail Expansion, Women’s Apparel & Footwear 01:07:40 Patagonia CEO on Growth, Profit & Corporate Purpose 01:12:02 True Religion CEO on the Brand’s Gen Z Comeback 01:17:16 True Religion’s Holiday Strategy, TikTok & Store Expansion 01:20:15 Lululemon’s New Leadership & Turnaround Strategy 01:25:21 SpaceX, Mobile Service & Data Centers in Space 01:30:24 Space-Based GPUs, Cooling & the Economics of AI Compute 01:32:19 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

Trading stocks, CFDs, spread betting, futures, and options involves a high level of risk and may not be suitable for all investors. Prices can move rapidly, and losses can occur quickly and exceed your expectations.