Stocks & Bonds Fall as Oil Rises on Geopolitical Tensions | The Close 8/17/2026

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 Morgan Stanley Private Wealth Management Executive Director Katerina Simonetti, S&P Global Ratings Chief Analytical Officer for Governments Nora Wittstruck, Former PepsiCo President Derek Lewis, BNP Paribas US Head Equity & Derivative Strategy Greg Boutle, JPMorgan Asset Management Global Alternatives Strategist Aaron Mulvihill, Advent International Operating Partner Kahina Van Dyke, & Citi Retailing/Broadlines & Hardlines Analyst Steven Zaccone. Chapters: 00:00:00 Bloomberg The Close 00:02:27 Morgan Stanley on AI Rotation, Rebalancing & Financials 00:09:32 S&P Global on AI Adoption, Governments & Credit Quality 00:16:23 Top Calls 00:17:29 Shopify, Agentic Commerce & the Future of Software 00:22:14 Bloomberg New Voices from Martha's Vineyard 00:24:07 Former PepsiCo President Derek Lewis on Consumers & Leadership 00:31:33 Anthropic's $65 Billion Revenue Run Rate 00:32:35 Stock of the Hour: JetBlue, Oil Prices & Debt Risk 00:36:20 BNP Paribas on Rates, Semiconductors & Market Positioning 00:43:06 Closing Bell 00:45:45 Market Movers: Sandisk, SpaceX & AI Stocks 00:48:02 Biggest Losers: EyePoint, JetBlue & Casino Stocks 00:50:42 Freight Train Theft and Rising Beef Prices 00:56:00 JPMorgan on AI Financing, Private Credit & Market Concentration 00:58:44 Is the AI Infrastructure Boom Becoming a Bubble? 01:03:28 Restaurant Stocks and the Cyclospora Food Safety Scare 01:07:49 Kahina Van Dyke on Stablecoins, Fintech & Digital Banking 01:14:25 Agentic AI, Insurance & Fraud Detection 01:18:19 Home Depot and Lowe's Earnings Preview 01:23:05 Citi on Home Depot, Housing & the Consumer 01:27:42 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