Nvidia Rally, AI Trade & Jackson Hole Preview | The Close 8/27/2026

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 Robinhood Markets CIO Stephanie Guild, Everpure Chairman & CEO Charlie Giancarlo, New Street Research Equity Research Analyst, Technology Infrastructure Antoine Chkaiban, Agilent Technologies CEO Padraig McDonnell, Nuveen CIO Saira Malik, American Century Investment CIO, Multi-Asset Strategies, Senior Vice President Rich Weiss, RBC Capital Markets Managing Director, Software Equity Research Rishi Jaluria, Bain Capital Partner & Head of Real Estate Ryan Cotton, & Morgan & Morgan Founder John Morgan. Chapters: 00:00:00 Bloomberg The Close 00:03:01 Gold, Treasury Yields & the Debasement Trade 00:10:30 Everpure CEO on AI, Storage & Hyperscaler Growth 00:18:19 Nvidia’s Supply Constraints & Long-Term AI Demand 00:23:23 Agilent CEO on Life Sciences, AI & Semiconductor Growth 00:29:07 Agilent’s OpenAI Partnership & Autonomous Labs 00:32:30 Wendy's Stock Drops 00:36:22 Markets, Nvidia & Jackson Hole Countdown 00:40:49 Software Stocks Rebound From AI Fears 00:43:40 Closing Bell 00:46:20 Workday, Autodesk & Software Earnings 00:51:06 Ulta Beauty, Retail Earnings & the U.S. Consumer 00:56:49 AI Bull Run, Global Markets & Treasury Yields 01:04:22 Workday Earnings, AI & Private Equity Interest 01:09:22 Bain Capital on Commercial Real Estate Opportunities 01:15:17 Data Centers, Senior Housing & Life Sciences Real Estate 01:20:05 Morgan & Morgan on AI, Private Equity & Legal Industry Growth 01:25:34 The Legal Industry Gold Rush & Morgan & Morgan’s Valuation 01:28:47 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