Tech Stocks Rally as Oil & Treasury Yields Retreat

The 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 Mizuho Securities USA President & CEO Jerry Rizzieri, IMF Managing Director Kristalina Georgieva, ABB Motion President Brandon Spencer, Tola Capital Founder & Managing Director Sheila Gulati, DoubleLine Capital Deputy CIO Jeffrey Sherman, Port of Long Beach CEO Dr. Noel Hacegaba, Salesforce Chief Ethical & Humane Use Officer Paula Goldman, Milwaukee Bucks President Josh Glessing, & Just Salad Founder & CEO Nick Kenner. Chapters: 00:00:00 Bloomberg The Close 00:02:43 Mizuho Securities CEO on Record M&A & Deal Activity 00:05:09 Japan’s Economy, Corporate Reform & Cross-Border Investing 00:08:02 Japanese Consolidation, the Yen & Global Capital Flows 00:11:22 Mizuho’s Growth, Greenhill & Investment Banking Strategy 00:13:25 IMF Chief on AI, Global Debt & Financial Stability Risks 00:16:31 ABB on AI Data Centers & Surging Power Demand 00:19:05 Nvidia, Hyperscalers & the Data Center Power Grid 00:22:24 U.S.-China Talks & the Global AI Race 00:23:25 Tola Capital Founder on AI Safety & Regulation 00:26:18 AI Security, Government Oversight & Human Impact 00:29:01 Data Center Backlash, Jobs & AI’s Benefits 00:32:09 Paramount-Warner Bros. Settlement Clears Merger Path 00:35:06 DoubleLine on Treasury Yields & the Bond Market 00:38:03 Treasury Intervention, Yield Curve Control & Fiscal Risk 00:40:01 AI Spending, Hyperscaler Debt & Credit Markets 00:43:02 Closing Bell 00:46:10 Market Movers: Warner Bros., Critical Metals & Meta 00:48:01 Intel, AMD & Meta Surge on AI Optimism 00:50:37 Novo Nordisk, UPS & the Day’s Biggest Losers 00:53:39 Port of Long Beach CEO on Tariffs & Global Trade 00:56:48 China, Southeast Asia & Shifting Supply Chains 00:59:29 Trump-Xi Talks & the Future of U.S.-China Trade 01:02:00 Long Beach’s $3.3 Billion Infrastructure Expansion 01:08:09 Salesforce’s Paula Goldman on Human-AI Collaboration 01:10:15 AI Agents, Human Judgment & Customer Service 01:13:01 Building Trust & Keeping Humans at the Helm of AI 01:15:05 Milwaukee Bucks President on New Jersey Partnership 01:18:40 Life After Giannis & the Bucks’ Next Chapter 01:21:11 Small-Market Teams, NBA Economics & Championship Goals 01:24:00 Just Salad CEO on Jalen Brunson Partnership 01:27:09 Food Safety, Produce Sourcing & Just Salad 01:28:36 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