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 Goldman Sachs Chief Credit Strategist Amanda Lynam, Tenstorrent CEO Jim Keller, Jefferies Senior Equity Research Analyst, Airlines, A&D Sector Sheila Kahyaoglu, X-Energy CEO Clay Sell, US Energy Secretary Chris Wright, Meredith Whitney Advisory Group CEO Meredith Whitney, Alger Portfolio Manager Ankur Crawford, Espa Labs CEO & Co-Founder Deon Nicholas, JPMorgan Asset Management Chief Global Strategist David Kelly & JPMorgan Private Bank Global Investment Strategy Co-CIO Stephen Parker, & SIFMA CEO Ken Bentsen.
Chapters:
00:00:00 Bloomberg The Close
00:02:38 Goldman Sachs on AI Credit, CoreWeave & Financing Risks
00:08:01 Hyperscaler Debt, Private Markets & Higher Rates
00:10:55 Tenstorrent CEO Jim Keller on AI Chips & $1.5 Billion Raise
00:16:09 AI Coding, Open Source & Tenstorrent’s Growth Strategy
00:17:30 Top Calls
00:18:34 Defense Earnings, Airlines & the Consumer Outlook
00:23:06 Anthropic, Amazon & the $45 Billion AI Infrastructure Deal
00:28:04 Nuclear Power, Data Centers & Bipartisan Energy Support
00:32:04 Energy Secretary Chris Wright on Oil & Diesel Shortages
00:37:06 Meredith Whitney on the Consumer & Earnings Season
00:42:04 Banks, Private Credit & the Economy’s Dependence on AI
00:45:30 Closing Bell
00:50:21 Treasury Yields, Market Movers & the Return of Cursive
00:55:22 AI Stocks Rebound Ahead of Big Tech Earnings
01:00:15 AI Infrastructure, Power Constraints & Software Automation
01:03:08 Personal AI Agents, Privacy & the Future of Work
01:08:38 JPMorgan on the AI Capex Supercycle & Long-Term Returns
01:14:15 Higher Rates, Bonds & Portfolio Diversification
01:20:20 SIFMA on Tokenization & Modernizing Financial Markets
01:25:14 Treasury Clearing, 24/7 Trading & AI in Finance
01:28:30 What to Watch
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More on Bloomberg Television and Markets
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Chapters:
00:00:00 Bloomberg The Close
00:02:38 Goldman Sachs on AI Credit, CoreWeave & Financing Risks
00:08:01 Hyperscaler Debt, Private Markets & Higher Rates
00:10:55 Tenstorrent CEO Jim Keller on AI Chips & $1.5 Billion Raise
00:16:09 AI Coding, Open Source & Tenstorrent’s Growth Strategy
00:17:30 Top Calls
00:18:34 Defense Earnings, Airlines & the Consumer Outlook
00:23:06 Anthropic, Amazon & the $45 Billion AI Infrastructure Deal
00:28:04 Nuclear Power, Data Centers & Bipartisan Energy Support
00:32:04 Energy Secretary Chris Wright on Oil & Diesel Shortages
00:37:06 Meredith Whitney on the Consumer & Earnings Season
00:42:04 Banks, Private Credit & the Economy’s Dependence on AI
00:45:30 Closing Bell
00:50:21 Treasury Yields, Market Movers & the Return of Cursive
00:55:22 AI Stocks Rebound Ahead of Big Tech Earnings
01:00:15 AI Infrastructure, Power Constraints & Software Automation
01:03:08 Personal AI Agents, Privacy & the Future of Work
01:08:38 JPMorgan on the AI Capex Supercycle & Long-Term Returns
01:14:15 Higher Rates, Bonds & Portfolio Diversification
01:20:20 SIFMA on Tokenization & Modernizing Financial Markets
01:25:14 Treasury Clearing, 24/7 Trading & AI in Finance
01:28:30 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