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 Morgan Stanley Private Wealth Management Executive Director Katerina Simonetti, S&P Global Ratings Chief Analytical Officer for Governments Nora Wittstruck, Former PepsiCo President Derek Lewis, BNP Paribas US Head Equity & Derivative Strategy Greg Boutle, JPMorgan Asset Management Global Alternatives Strategist Aaron Mulvihill, Advent International Operating Partner Kahina Van Dyke, & Citi Retailing/Broadlines & Hardlines Analyst Steven Zaccone.
Chapters:
00:00:00 Bloomberg The Close
00:02:27 Morgan Stanley on AI Rotation, Rebalancing & Financials
00:09:32 S&P Global on AI Adoption, Governments & Credit Quality
00:16:23 Top Calls
00:17:29 Shopify, Agentic Commerce & the Future of Software
00:22:14 Bloomberg New Voices from Martha's Vineyard
00:24:07 Former PepsiCo President Derek Lewis on Consumers & Leadership
00:31:33 Anthropic's $65 Billion Revenue Run Rate
00:32:35 Stock of the Hour: JetBlue, Oil Prices & Debt Risk
00:36:20 BNP Paribas on Rates, Semiconductors & Market Positioning
00:43:06 Closing Bell
00:45:45 Market Movers: Sandisk, SpaceX & AI Stocks
00:48:02 Biggest Losers: EyePoint, JetBlue & Casino Stocks
00:50:42 Freight Train Theft and Rising Beef Prices
00:56:00 JPMorgan on AI Financing, Private Credit & Market Concentration
00:58:44 Is the AI Infrastructure Boom Becoming a Bubble?
01:03:28 Restaurant Stocks and the Cyclospora Food Safety Scare
01:07:49 Kahina Van Dyke on Stablecoins, Fintech & Digital Banking
01:14:25 Agentic AI, Insurance & Fraud Detection
01:18:19 Home Depot and Lowe's Earnings Preview
01:23:05 Citi on Home Depot, Housing & the Consumer
01:27:42 What to Watch
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More on Bloomberg Television and Markets
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Chapters:
00:00:00 Bloomberg The Close
00:02:27 Morgan Stanley on AI Rotation, Rebalancing & Financials
00:09:32 S&P Global on AI Adoption, Governments & Credit Quality
00:16:23 Top Calls
00:17:29 Shopify, Agentic Commerce & the Future of Software
00:22:14 Bloomberg New Voices from Martha's Vineyard
00:24:07 Former PepsiCo President Derek Lewis on Consumers & Leadership
00:31:33 Anthropic's $65 Billion Revenue Run Rate
00:32:35 Stock of the Hour: JetBlue, Oil Prices & Debt Risk
00:36:20 BNP Paribas on Rates, Semiconductors & Market Positioning
00:43:06 Closing Bell
00:45:45 Market Movers: Sandisk, SpaceX & AI Stocks
00:48:02 Biggest Losers: EyePoint, JetBlue & Casino Stocks
00:50:42 Freight Train Theft and Rising Beef Prices
00:56:00 JPMorgan on AI Financing, Private Credit & Market Concentration
00:58:44 Is the AI Infrastructure Boom Becoming a Bubble?
01:03:28 Restaurant Stocks and the Cyclospora Food Safety Scare
01:07:49 Kahina Van Dyke on Stablecoins, Fintech & Digital Banking
01:14:25 Agentic AI, Insurance & Fraud Detection
01:18:19 Home Depot and Lowe's Earnings Preview
01:23:05 Citi on Home Depot, Housing & the Consumer
01:27:42 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