A new report suggests Saudi Arabia may increase oil production. This comes just ahead of the OPEC+ meeting today. The cartel is grappling with how much Russian crude may disappear as a result of sanctions. Sharon Cho reports on Bloomberg Television.
——–
Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com
Connect with us on…
Twitter: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/

source

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 Model Portfolio Solutions, Americas Michael Gates, Robinhood Markets Chairman & CEO Vlad Tenev, University of Michigan Professor of Economics and Public Policy Betsey Stevenson, Morgan Stanley Investment Management Head of Global Real Assets Lauren Hochfelder, Janus Henderson Head of Americas Equities Marc Pinto, Gabelli Research Analyst & Portfolio Manager Hendi Susanto, Redpoint Ventures Managing Director Erica Brescia, VSORA Chair Sandra Rivera, JPMorgan Asset Management Global Alternatives Strategist Aaron Mulvihill, Seaport Research Partners Senior Analyst David Joyce, & Next Legacy Managing Partner Ryan Nece.

Chapters:
00:00:00 Bloomberg The Close
00:03:19 BlackRock on AI Adoption, Stocks & Portfolio Strategy
00:05:43 Bonds, Higher Rates & Portfolio Diversification
00:09:24 Robinhood CEO Vlad Tenev on AI Trading Agents
00:13:02 Autonomous Trading, Risk Controls & 24/7 Markets
00:17:48 Fed Renovation Report & Central Bank Independence
00:20:00 Fed Independence, Markets & Economic Resilience
00:22:28 Paramount-Warner Bros. Settlement & Real Estate
00:25:04 AI Data Centers, Industrial Real Estate & Power
00:28:10 Offices, Senior Housing & Home Affordability
00:31:14 Apple’s AI-Powered Smart Home Push
00:34:02 Siri, Privacy & Apple’s Smart Home Strategy
00:37:01 Janus Henderson on Stocks, Rates & Earnings
00:40:36 Fed Hikes, AI Stocks & the Semiconductor Trade
00:43:18 Closing Bell
00:46:27 Micron Earnings Beat as AI Memory Demand Surges
00:50:25 September Market Recap & Micron’s AI Boom
00:53:25 Micron’s Memory Cycle, Pricing Power & AI Demand
00:56:10 Agentic AI, Servers & the Future of Memory
00:59:09 Micron Earnings, AI Chips & Long-Term Demand
01:03:09 AI Inference, Chip Efficiency & Agentic AI
01:07:56 Sandra Rivera on Micron & the AI Chip Cycle
01:11:06 AI Chip Competition, Cost & Power Efficiency
01:13:03 JPMorgan on Financing the Global AI Buildout
01:16:09 AI Diversification, Private Markets & Higher Yields
01:19:01 Paramount Skydance Leadership & Mattel CEO Hire
01:22:24 Paramount’s Debt Load, Cost Cuts & Streaming Strategy
01:25:14 Ryan Nece on Athletes, Venture Capital & AI Investing
01:28:30 Private Markets, Sports Investing & AI Opportunities
01:30:26 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

source

Cook Political Report Founder and Contributor Charlie Cook says the midterm landscape has deteriorated sharply for Republicans in the past month as energy costs, tariffs and affordability concerns hit voters. He says the Democratic brand remains weak, arguing voters are “not voting for Democrats” so much as “voting against Republicans.” He speaks with Joe Mathieu and Kailey Leinz on Bloomberg’s “Balance of Power.”
——–
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

source

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than “Bloomberg Surveillance.”

Chapters:
00:00:00 – Bloomberg Surveillance | 10/01/2026
00:04:44 – Julian Emanuel, Evercore
00:17:13 – Fed Mismanaged HQ Reno, No Criminal Wrongdoing
00:33:54 – Angelo Zino, CFRA
00:42:01 – Kelsey Berro, JPMorgan
00:53:30 – Stuart Kaiser, Citi
01:06:53 – Libby Cantrill, PIMCO
01:16:04 – Neel Kashkari, Minneapolis Fed President
01:30:11 – Jamison Greer, US Trade Representative
01:41:58 – Tracie McMillion, Wells Fargo Investment Institute
01:53:10 – Cristina Fernandez, Telsey Advisory Group
02:02:00 – Nela Richardson, ADP
02:17:47 – Liz Ann Sonders, Schwab
——–
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

source

Edward Ludlow has The Rundown on this week’s biggest tech stories, from Paramount Skydance’s deal for Warner Bros. to how AI is reshaping Hollywood https://bloom.bg/3VMOmxX

source