Stocks Rise as Oil and Treasury Yields Fall | The Close 8/25/2026

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 Columbia Business School Professor Abby Joseph Cohen, Loop Capital Markets Consumer Sector Head, Senior Research Analyst Anthony Chukumba, The Conference Board CEO Steve Odland, Man Group Chief Market Strategist Kristina Hooper, Willow Wealth CEO Mitchell Caplan, McGraw Hill CEO Philip Moyer, Unifor National President Lana Payne, & Wedbush Securities Managing Director, Equity Research Matt Bryson. Chapters: 00:00:00 Bloomberg The Close 00:02:51 Abby Joseph Cohen on Markets, Consumers & the Economy 00:07:24 AI Spending, Productivity & the Sustainability Question 00:11:42 Jackson Hole Preview & Kevin Warsh's Fed Strategy 00:15:27 Nvidia, OpenAI & the AI Trade Ahead of Earnings 00:17:23 Top Calls 00:18:15 Dick's Sporting Goods Plunges on Foot Locker Troubles 00:22:38 Consumer Confidence Falls as Inflation Anxiety Builds 00:25:13 Consumer Debt, Spending & the Risk to Economic Growth 00:27:48 CEO vs. Consumer Confidence & the Holiday Retail Outlook 00:30:29 Stock of the Hour: Super Micro Jumps on Cisco Partnership 00:32:09 Cisco, Super Micro & the AI Infrastructure Buildout 00:37:37 Man Group on Treasury Intervention, Yields & Fed Policy 00:41:01 AI Debt, Inflation & the Jackson Hole Outlook 00:43:27 Closing Bell 00:45:47 Intuit Earnings & the SaaS Selloff 00:47:29 Market Movers: Moderna, Nvidia & Resolve AI 00:49:08 Dick's Worst Day Ever Raises Questions About Foot Locker 00:50:50 Zoom & Box Earnings Hit After the Bell 00:52:44 AI and the "SaaS-pocalypse" Debate 00:54:31 Market Recap: Nvidia Rebounds as Oil & Yields Fall 00:55:39 Mitch Caplan on Retail Investors & Private Markets 00:57:22 Private Credit, Higher Yields & the New 60/40 Portfolio 01:00:01 Why Companies Are Staying Private Longer 01:01:24 Private Market Liquidity & Access for Retail Investors 01:02:47 Private Assets in 401(k)s & Vanguard's Zero-Allocation Call 01:05:54 After-Hours Movers: Intuit, Zoom & Box 01:08:12 McGraw Hill CEO on AI, Education & the Future of Learning 01:10:15 How Teachers and Students Should Use AI 01:12:06 McGraw Hill's Agentic AI Strategy 01:13:28 Screen-Time Backlash & the Return of Print 01:16:29 U.S.-Canada Trade War Escalates 01:17:35 Unifor President on Auto Tariffs & North American Manufacturing 01:20:18 Canada's Response to the U.S. Trade War 01:24:20 Nvidia Earnings Preview: Can AI Growth Keep Delivering? 01:25:49 Nvidia's Next Growth Engine & Rising Chip Competition 01:28:23 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