Stocks Retreat From Records as Oil & Yields Stay Elevated
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 Glenmede Chief of Investment Strategy and Research Jason Pride, Nuveen Head of Fixed Income Tony Rodriguez, Citi Senior Equity Research Analyst Ari Rosa, QTS Co-CEO Tag Greason, Raymond James Global Head, Private Capital Advisory Sunaina Haldea, Needham Senior Research Analyst John Todaro, Genesys Chairman & CEO Tony Bates, JLL Hotels & Hospitality, Americas CEO Kevin Davis, & HGTV Host & Author Tarek El Moussa. Chapters: 00:00:00 Bloomberg The Close 00:02:23 Jason Pride on Earnings, Valuations & Bond Opportunities 00:05:16 Bull Market Risks, AI & Portfolio Positioning 00:08:31 Small Caps, Higher Rates & International Stocks 00:11:23 Nuveen on Inflation, Oil & the Bond Market 00:14:13 Fed Rate Hikes, Credit Supply & AI Debt 00:16:49 Top Calls 00:18:02 Citi on XPO, Freight Demand & the Trucking Market 00:21:22 Freight Consolidation & C.H. Robinson’s RXO Deal 00:23:00 QTS Co-CEO on AI Data Centers & Community Backlash 00:26:22 Data Center Jobs, Energy Costs & Infrastructure 00:29:23 Data Center Regulation & Responsible Development 00:31:34 Apple & LG Push Deeper Into the Smart Home 00:34:00 Siri, Home Security & Apple’s AI Strategy 00:36:40 Raymond James on Yields, Private Markets & M&A 00:39:01 AI Financing, Private Credit & Refinancing Risks 00:42:01 M&A Liquidity, Geopolitics & Market Risks 00:43:06 Closing Bell 00:46:00 Market Movers: Micron, Black Hills & Moderna 00:48:04 SpaceX Financing, Webull & Industrial Stocks 00:50:02 Nike Management Shakeup & Bond Market Volatility 00:52:29 New Jersey’s Rising Cost of Living 00:54:40 Market Recap: Fed Minutes, Oil & European Risks 00:56:25 Levi Strauss Earnings & Applied Digital 00:59:24 Applied Digital, Data Centers & AI Capacity 01:01:25 Levi’s Earnings & Lululemon’s New Leadership 01:04:17 Midterm Elections, Deficits & Market Risks 01:06:48 Tariffs, Energy Policy & the Consumer 01:09:02 Genesys CEO on Meta’s Personal AI Agent Protocol 01:12:01 AI Privacy, Trust & Industry Guardrails 01:15:24 Hotel Investment Rebounds Despite Higher Rates 01:18:02 Private Equity, Wealthy Buyers & Hotel Demand 01:21:22 Tarek El Moussa on 7.5% Mortgages & Housing 01:24:15 AI, Distressed Homes & the House-Flipping Market 01:26:42 Commercial Real Estate & Housing Market Risks 01:28:10 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