Stocks & Bonds Sell Off as Oil Drives Yields Higher
Bloomberg TelevisionThe 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 Vanguard Fixed Income Client Portfolio Manager Rebecca Venter, First Founder & CEO Libby Leffler, Morningstar Senior Equity Analyst David Swartz, Rockefeller International Chairman Ruchir Sharma, Russell Investments President & CIO Kate El-Hillow, AMD CEO Lisa Su & World Labs CEO Fei-Fei Li, JPMorgan Asset Management Executive Director, Global Market Strategist Jack Manley, Adobe Digital Insights Director Vivek Pandya, & SPG Global Managing Director Simon Gallagher. Chapters: 00:00:00 Bloomberg The Close 00:03:09 Vanguard on Bond Volatility, Fed Hikes & Yield Opportunities 00:05:27 Yield Curve, Credit Markets & Fixed Income Investing 00:09:42 Nvidia’s New AI Security System & $150 Billion Buyback 00:12:14 Meta’s AI Strategy & Enterprise Push 00:14:41 Micron Earnings, Chip Stocks & Nvidia’s AI Investment 00:17:06 Top Calls 00:17:53 Nike Earnings Preview & Turnaround Challenges 00:20:45 Nike’s Inventory Problems, China & Product Innovation 00:22:31 Treasury Yields Hit the AI Boom’s 5% Danger Zone 00:26:21 Higher Rates, AI Debt & Data Center Financing 00:29:19 Market Breadth, S&P 500 Concentration & AI Risk 00:32:45 Boeing Slides on 737 Max 10 Certification Delay 00:35:19 Russell Investments on Higher-for-Longer Rates 00:38:05 Credit Markets, Duration & Portfolio Diversification 00:40:09 Market Concentration & Finding Diversification 00:43:16 Closing Bell 00:46:05 Market Movers: Nvidia, Palo Alto & Kodiak Sciences 00:48:08 MongoDB, Boeing & Meta Lead the Day’s Decliners 00:51:10 AMD to Buy Fei-Fei Li’s World Labs for $8.2 Billion 00:54:01 Fei-Fei Li & Lisa Su on the Future of AI 00:57:15 World Labs, Spatial Intelligence & Robotics 01:03:02 JPMorgan on Rates, Markets & the AI Trade 01:06:08 AMD-World Labs Deal & the AI Investment Race 01:09:13 Broadening the AI Trade Beyond Nvidia 01:11:19 Adobe’s Holiday Shopping Forecast & Consumer Spending 01:14:29 Discounts, Early Shopping & Holiday Deals 01:17:03 AI Shopping Agents Transform the Consumer Journey 01:19:12 WNBA, NFL & MLB Playoff Business 01:22:19 MLB Streaming Rights & the Future of Sports Viewing 01:25:06 Netflix, Live Sports & Media Rights Economics 01:27:20 Sports Streaming, Regional Rights & Fragmentation 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