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 T. Rowe Price CIO, Co-Head of Global Investments Sebastien Page, T. Rowe Price Chief U.S. Economist Blerina Uruçi, T. Rowe Price. Lead Portfolio Manager, Active ETFs Jodi Love, T. Rowe Price Head of Global Distribution Dee Sawyer, & T. Rowe Price CEO Rob Sharps.

Chapters:
00:00:00 Bloomberg The Close
00:03:07 T. Rowe Price CIO on AI, Market Broadening & Momentum
00:06:17 AI Capex, Nvidia & the Sustainability of the AI Boom
00:09:25 Fed Policy, Inflation & Rising Treasury Yields
00:13:01 AI, Fundamental Research & Active Management
00:16:15 Nvidia’s $3.5 Billion MediaTek Partnership
00:19:46 Nvidia, Custom Chips & Circular Financing
00:23:26 T. Rowe Price Economist on Fed Hikes & Inflation
00:26:55 Labor Markets, Wages & the Fed’s Inflation Mandate
00:30:44 AI Productivity, Treasury Yields & Rate Volatility
00:32:36 Stock of the Hour: PG&E & California Wildfire Risk
00:36:23 T. Rowe Price Lead Portfolio Manager on Small Caps & Active ETFs
00:39:30 Market Concentration, Growth Stocks & Active Management
00:42:31 Russell Rebalancing, Momentum & ETF Opportunities
00:46:00 Market Movers: Tesla, CrowdStrike & Deere
00:49:08 Biggest Losers: PG&E, Pinterest & Herbalife
00:53:11 T. Rowe Price’s Dee Sawyer on Growth & Diversification
00:56:19 Active ETFs, Fixed Income & T. Rowe Price’s Expansion
00:59:06 Private Assets, Goldman Sachs & Institutional Strategy
01:02:25 AI, Client Solutions & T. Rowe Price’s Baltimore Roots
01:04:01 Apple’s Post-Tim Cook Era & AI Strategy
01:08:22 T. Rowe Price CEO Rob Sharps on Retirement & Firm Strategy
01:12:14 Active Management, ETFs & T. Rowe Price’s Transformation
01:15:36 Private Assets in 401(k)s & the Goldman Sachs Partnership
01:19:46 Fixed Income, ETFs & the F/M Investments Acquisition
01:22:08 M&A, Consolidation & T. Rowe Price’s Independence
01:25:54 AI’s Role in Investment Research
01:28:26 Crypto, Baltimore & the Future of T. Rowe Price
01:31:02 Asset Management Consolidation & Closing Thoughts
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President Donald Trump offered voters a quid pro quo: elect Republicans and get a $5,000 payout, which he called the Trump dividend. The proposal is unlikely to become law, as fellow Republicans have already rejected similar ideas and Congress would need to approve a cash payment program with a price tag well over $1 trillion.

Iran is ready for a more intense war and will escalate counterstrikes if the US continues attacking its territory and infrastructure, according to a senior official from the Islamic Republic.

The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie.

Chapters:
00:00:00 – The Opening Trade
00:01:47 – Trump’s Payout Promise, Bessent Debt Buyback
00:05:09 – Energy Prices Soar
00:07:29 – ECB Set to Hike Rates
00:13:36 – 57% Americans Who Disapprove of Trump’s Performance
00:19:40 – Europe Gas Futures
00:23:28 – Apple Foldable Phone ‘iPhone Duo’
00:27:40 – ECB Expected to Hike by 25 BPS
00:41:01 – Treasuries Dismiss President’s Promise: MLIV
00:47:34 – Stocks to Watch: Porsche, LVMH, AB Foods
01:05:52 – Firstrand Bank CEO Mary Vilakazi
01:14:17 – Trump Floats $5,000 Payment to American Citizens
01:22:28 – Replit CEO Amjad Masad
01:28:34 – ECB Governors Arrive in Berlin
01:32:18 – US CPI Report
——–
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The Roosevelt Island Tram is a monument to the 1970s stagflation era when New York City ran out of money and couldn’t borrow any more to build a subway between Manhattan and the island in the East River. On this episode of Everybody’s Business, Stacey Vanek Smith and Allison Schrager ride the tram and talk stagflation: what is it and are we headed in that direction again? Listen to the full episode wherever you get your podcasts.
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Get a jump start on the US trading day with Vonnie Quinn and Bailey Lipschultz on “Bloomberg Open Interest.” Oil above $105. Stocks and Treasuries sinking as rate-hike bets build.  Plus, housing hits a fresh slowdown, Macy’s disappoints, and Rob Arnott warns markets look frothy. And Joe Kaiser joins us on the next phase of the AI boom where power may become the biggest constraint.

Chapters:
00:00:00 – Open Interest
00:01:38 – Christine Lagarde | ECB
00:42:21 – Europe After the ECB: Growth Risks, Higher Rates & Inflation
00:44:26 – Hot Inflation Data, Fed Expectations & Rate Hike Odds
00:46:41 – Kristen Bitterly Citi | Higher Rates, Oil Shock & Equity Market Positioning
00:50:55 – Top Calls | Apple Upgrade Cycle, Oracle AI Spending & Mobile Hardware Demand
00:51:08 – Apple’s Foldable iPhone, AI Ecosystem & Oracle Earnings Outlook
00:54:11 – Consumer Spending, Retail Turnaround Stories & Luxury Demand
01:03:27 – Stephanie Aliaga JPMorgan Asset Management | Asset Allocation, Fed Policy, Yields & AI Spending Trends
01:15:02 – Iran Conflict, Saudi Supply Risks & Global Oil Markets
01:20:25 – Rob Arnott Syzygy Asset Management | AI Bubble Debate, Value Stocks & Market Concentration Risk
01:34:25 – Joe Kaiser Switchyard Partners | Data Centers, Power Demand & AI Infrastructure Investment
01:40:33 – Trump’s $5,000 Dividend Proposal, Midterms & Fiscal Debate
——–
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US equity futures fall after Alphabet’s plan to spend up to $205 billion this year revives concerns over the soaring cost of AI, while Tesla also boosts investment to accelerate its AI ambitions. Brent crude climbs towards $100 a barrel after Houthi militants attacked two Saudi Arabian oil tankers in the Red Sea. Stephanie Roth of Wolfe Research discusses her outlook for inflation amid rising oil supply risks.

Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines: AI Spending, Tesla & Oil Surge
00:00:50 – Global Market Check: Asia Markets Update with Winnie Hsu
00:02:03 – Oil Rally, European Markets & Bond Yields
00:04:16 – First Market Movers: Alphabet, Tesla & Casino Stocks
00:05:38 – Alphabet’s AI Spending Sparks Investor Concerns
00:08:03 – AI Cybersecurity & OpenAI Discussion
00:09:07 – Houthi Attacks Threaten Red Sea Shipping
00:12:26 – Trump Administration Targets Fed’s Michael Barr
00:14:45 – Trending on the Terminal: SK Hynix, BNP Paribas & UniCredit
00:16:49 – Tesla’s First Cash Burn in Two Years
00:18:36 – Daimler Raises Outlook on Tariff Relief
00:19:50 – Front Page News Roundup
00:21:38 – Market Open Preview: AI Spending & Oil Risks
00:24:31 – Stephanie Roth, Wolfe Research Chief Economist, on Fed, Inflation, Oil
00:32:31 – Trending on the Terminal
00:34:45 – Iran Conflict & Red Sea Shipping Escalation
00:35:46 – Washington Update: Fed Investigation & Stock Trading Ban
00:37:27 – Alphabet AI Spending Deep Dive
00:40:14 – Intel Outlook & AI Infrastructure
00:41:58 – What’s Ahead Today: ECB Decision, Earnings & Market Preview
——–
More on Bloomberg Television and Markets

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