Democratic Sweep, Markets Rally & AI Stocks Slide

Bloomberg Television2 hours ago1:33:24

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 Wealth Management Executive Director, Head of Policy & Geopolitical Strategy Monica Guerra, American Action Forum President Douglas Holtz-Eakin, Baird Senior Equity Research Analyst Michael Ha, JC2 Ventures Founder & CEO John Chambers, Scotts Miracle-Gro President & CEO Nate Baxter, Cantor Fitzgerald Asset Management Chief Market Strategist Eric Johnston, CFRA Research Senior VP & Equity Analyst Angelo Zino, 248 Ventures Chief Investment Strategist Lindsey Bell, Future Standard CEO Edwin Conway, & Host Hotels & Resorts CEO & President Jim Risoleo. Chapters; 00:00:00 Bloomberg The Close 00:02:32 Morgan Stanley on Midterms, Markets & Gridlock 00:09:54 Democratic Congress, Deficits & the Fed 00:16:34 Top Calls 00:17:48 CVS Breakup, Pharmacy Spin-Off & Health-Care Strategy 00:22:34 Former Cisco CEO John Chambers on the AI Boom 00:27:22 AI Data Centers, Semiconductors & Regulation 00:32:22 ScottsMiracle-Gro CEO on Earnings & 2027 Growth 00:38:33 Post-Election Market Rotation & the AI Trade 00:40:01 Cantor Fitzgerald on Stocks, Rates & Market Broadening 00:46:23 The Closing Bell 00:48:44 Qualcomm, Expedia & Arm Report Earnings 00:54:17 Qualcomm, Arm & the Shift Away From Smartphones 00:58:22 Market Recap: Big Tech Rallies as Chip Stocks Slide 01:00:42 CFRA on Qualcomm, Arm & the Semiconductor Outlook 01:07:12 Chip Stocks, AI Growth & Post-Election Policy 01:11:50 Democratic Sweep, Affordability & the New Congress 01:15:23 Future Standard CEO on Private Markets & AI Investing 01:20:01 Private Credit, Retirement & Portfolio Diversification 01:25:19 Host Hotels CEO on Luxury Travel & Acquisitions 01:30:29 Business Travel, Affluent Consumers & 2027 Outlook 01:32:13 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.