Markets Await CPI as AI Trade Faces Another Test | The Close 8/11/2026

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 RBC Capital Markets Head of Derivatives Strategy Amy Wu Silverman, AIG President & CEO Eric Andersen, Khosla Ventures Managing Director Keith Rabois and State Affairs CEO Evan Burns, Vertiv CEO Gio Albertazzi, SiTime Chairman & CEO Rajesh Vashist, Wells Fargo Chief Equity Strategist Ohsung Kwon, Former FDA Acting Commissioner Steve Ostroff, Upwork CEO Hayden Brown, D.A. Davidson Head of Technology Research Gil Luria, & Redpoint Ventures Managing Director Erica Brescia. Chapters: 00:00:00 Bloomberg The Close 00:02:51 RBC on FOMO, Options & AI Market Risk 00:08:47 AIG CEO on Insurance, Geopolitics & AI 00:17:15 State Affairs, Khosla Ventures & AI-Powered Policy Intelligence 00:25:41 Vertiv CEO on AI Data Centers, Power & Cooling 00:32:07 Stock of the Hour: SiTime & the AI Data Center Boom 00:37:25 Wells Fargo on CPI, Rates & Data Center Politics 00:45:25 Closing Bell 00:48:07 Market Movers: KKR, Apollo & Nvidia's $500 Billion AI Plan 00:50:37 Biggest Losers & After-Hours Earnings 00:52:35 Super Micro Earnings: Margins, Sales & AI Demand 00:55:47 CoreWeave & Cava Earnings Hit After the Bell 00:57:03 Food Safety, Restaurant Stocks & the "Guac Signal" 01:02:54 Former FDA Chief on the Cyclospora Outbreak 01:10:38 Upwork CEO on AI Agents & the Future of Work 01:18:21 CoreWeave Earnings & the Neo-Cloud Business Model 01:23:49 Super Micro, AI Servers & Hardware Demand 01:26:08 Nvidia's $500 Billion Financing Bet 01:27:22 AI Chips, Open-Weight Models & the Next Tech Wave 01:30:12 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