Earnings Season, AI & Oil Prices in Focus

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 RockCreek CEO & Founder Afsaneh Beschloss, Barclays Multi-Sector Aerospace & Defense Analyst Anthony Valentini, Former Fed Governor Betsy Duke, Robinhood Markets CIO Stephanie Guild, Inflation Insights Founder & President Omair Sharif, Gabelli Funds Portfolio Manager Macrae Skyes, & Neostellar Principal Willy Lee. Chapters: 00:00:00 Bloomberg The Close 00:01:55 RockCreek CEO on Markets, Energy & Geopolitical Risk 00:07:02 Power, Alternative Energy & Global Investing Opportunities 00:10:34 Tesla’s Robotaxi Push & the Race Against Waymo 00:16:15 Top Calls 00:21:58 Defense Spending, Earnings Season & Inflation 00:23:07 Former Fed Governor Betsy Duke on Rates & Inflation 00:28:18 Trump, Lisa Cook & the Future of Fed Independence 00:31:21 Fannie Mae & Freddie Mac Sink on Privatization Doubts 00:36:01 Robinhood on Markets, AI Investing & Rising Yields 00:41:09 AI Financing, Oil Prices & Market Risks 00:42:50 Closing Bell 00:48:00 Market Movers: Quantum Computing, Chipotle & LVMH 00:53:56 Market Recap: Banks, Oil & Tech Stocks 00:56:30 Inflation Insights on CPI, PPI & the Fed Rate Outlook 01:02:46 Central Banks, Treasury Yields & Market Fragility 01:07:44 Big Bank Earnings Preview With Gabelli’s Macrae Sykes 01:13:17 Anthropic IPO, OpenAI & the AI Investment Boom 01:18:21 Enterprise AI Adoption & Falling Model Costs 01:20:02 Meta’s Muse AI Agent & the Race for Consumer Adoption 01:25:07 Meta, Apple & the Battle to Become the Default AI Agent 01:28:26 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