Tesla, IBM & Meta Report Earnings as AI Takes Center Stage

Bloomberg Television3 hours ago1:39:56

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 BlackRock Head of the Americas Institutional Business Armando Senra, CME Group CEO & Chairman Terry Duffy, First Independence Bank Chairman & CEO Kenneth Kelly, October Capital CEO & Managing Partner Frank Baker, Bose CEO Lila Snyder, Man Group Managing Director, Solutions Matt Rowe, Wedbush Internet Equity Research Managing Director Ygal Arounian, ARK Investment Director of Investment Analysis Tasha Keeney, First Founder & CEO Libby Leffler, American Century Investments Multi-Asset Strategies CIO Rich Weiss, & Former Tesla Board Member Steve Westly. Chapters: 00:00:00 Bloomberg The Close 00:03:13 BlackRock on Family Offices, Geopolitics & Investing 00:08:09 Saudi Oil Field Attack Sends Crude Prices Higher 00:11:10 CME CEO Terry Duffy on Volatility & Geopolitical Risk 00:16:47 CME on 24/7 Trading, AI Compute & Risk Management 00:18:36 Community Banks, Technology & Stablecoin Competition 00:24:38 October Capital Founder on Investing in AI Services 00:29:17 Data Centers, Higher Rates & Private Equity Returns 00:32:32 Bose CEO on the Skullcandy Acquisition 00:37:05 Bose, Audio Technology & Supply Chain Challenges 00:42:01 Market Volatility, AI Risks & the Economic Outlook 00:47:26 AI Financing, CoreWeave & Data Center Overcapacity 00:50:04 Closing Bell 00:55:18 Meta Earnings, AI Spending & the Muse Opportunity 01:00:04 IBM Earnings Beat as AI & Software Growth Rebound 01:04:39 Meta’s New Shares, Zuckerberg & AI Investment 01:09:41 Tesla Earnings & ARK’s Robotaxi Outlook 01:15:18 Tesla-SpaceX Merger & the Future of Elon’s AI Empire 01:18:24 Former Meta Insider on Zuckerberg’s AI Ambitions 01:23:17 Meta’s AI Spending, Reality Labs & Apple Partnership 01:26:33 Big Tech Earnings, AI Capex & Market Diversification 01:32:10 Fed Rate Hikes, Inflation & Risks to the Economy 01:33:10 Tesla-SpaceX Merger & the AI Compute Race 01:38:00 AI Data Centers, Energy Demand & Power Infrastructure -------- 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

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