Stocks & Bonds Rose as US-Iran Hopes Spur Oil Drop | The Close 8/3/2026

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 Edward Jones Head of Investment Strategy Mona Mahajan, Portal Innovations CEO John Flavin, Mizuho Securities Healthcare Equity Strategist Jared Holz, Churchill Asset Management Vice Chairman & Chief Investment Strategist Randy Schwimmer, Wells Fargo Analyst Ken Gawrelski, Cboe Global Markets VP, Head of Derivatives Market Intelligence Mandy Xu, 248 Ventures Chief Investment Strategist Lindsey Bell,MoffettNathanson Research Analyst Julie Zhu, Mizuho Managing Director, Senior Analyst Dan Dolev, Yellow Card CEO Chris Maurice, & BofA Securities Senior Restaurants Analyst Sara Senatore. Chapters: 00:00:00 Bloomberg The Close 00:03:32 Edward Jones on AI, Tech Valuations & the Next Rotation 00:09:25 White House Medical Research Overhaul Explained 00:16:57 AstraZeneca–Bristol Myers Merger Debate 00:22:39 Churchill Asset Management on Private Credit's "Platinum Era" 00:31:09 Stock of the Hour: eBay Faces Rising Competition 00:36:21 Cboe on Bond Volatility, Fed Credibility & Options Positioning 00:43:33 Closing Bell 00:46:46 Amazon Crosses $3 Trillion as Boeing Soars 00:49:57 Palantir and ON Semiconductor Earnings Beat 00:55:04 AI Trade Rebounds After July Selloff 00:57:01 Lindsey Bell on AI Winners, Semiconductors & Tech Rotation 01:04:01 SpaceX Earnings Preview: AI, Starlink & Launch Business 01:08:41 Stablecoins, Circle & the Future of Digital Payments 01:13:35 Yellow Card CEO on Global Stablecoin Infrastructure 01:21:24 McDonald's Earnings Preview: Consumer Demand & Value Strategy 01:28:56 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