Sarah Kunst, Cleo Capital founder and managing director, reacts to Oracle’s fourth-quarter earnings. Speaking on “Bloomberg The Close,” Kunst says she’s not shocked investors aren’t excited about Oracle right now.
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Nvidia is entering the PC market with a new RTX Spark Superchip which will debut in laptop and desktop computers from leading PC brands including Dell and Lenovo this fall. CEO Jensen Huang made the announcement at the Computex trade show in Taipei. Bloomberg’s Peter Elstrom reports.
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Charles Schwab Chief Investment Strategist Liz Ann Sonders says markets may have become complacent about the economic impact of rising energy prices. Speaking with Vonnie Quinn on “Bloomberg Open Interest,” Sonders says the economy is on the brink of a potential spike in oil prices and there’s a big disconnect between the soft, survey-based economic data and the actual hard data.
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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 Amerant Investments Senior Vice President & Chief Investment Officer Baylor Lancaster-Samuel, Mizuho Americas Head of Investment & Corporate Banking Michal Katz, Evercore Co-Head of Us Investment Banking Naveen Nataraj, IBM CEO Arvind Krishna, Uniphore CEO & Co-Founder Umesh Sachdev, Schwab Center for Financial Research’s Kevin Gordon, AlphaSimplex Chief Research Strategist Katy Kaminski, FIS President & CEO Stephanie Ferris, Lumentum Holdings CEO Michael Hurlston, & FIFA World Cup North Texas Organizing Committee Co-Chair Dan Hunt, Bruin Capital Founder & CEO George Pyne.

Chapters:
00:00:00 – Bloomberg The Close
00:04:00 – Amerant Investments’ Baylor Lancaster-Samuel on Clients Fear of Getting Out
00:10:08 – Mizuho’s Michal Katz on the IPO Pipeline
00:13:15 – Evercore Co-Head of Us Investment Banking Naveen Nataraj on Evercore’s M&A Outlook for 2026
00:19:52 – Stocks Hit by Chipmaker Rout
00:23:56 – IBM CEO Arvind Krishna on AI’s Impact
00:30:30 – Uniphore CEO & Co-Founder Umesh Sachdev on Scaling AI Operations
00:37:02 – Schwab Center for Financial Research’s Kevin Gordon on Earnings Catalysts Fueling Small Caps
00:43:36 – Closing Bell
00:56:07 – AlphaSimplex Chief Research Strategist Katy Kaminski on Expanding AI Boom
01:04:16 – FIS President & CEO Stephanie Ferris on Future of AI in Banking
01:08:49 – Lumentum Holdings CEO Michael Hurlston on Nvidia partnership
01:17:32 – FIFA World Cup North Texas Organizing Committee Co-Chair Dan Hunt on Dallas’ Preparations for World Cup
01:20:44 – Bruin Capital Founder & CEO George Pyne on FIFA 2026 World Cup
01:28:20 – What to Watch
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Jim Caron, Morgan Stanley Investment Management portfolio solutions CIO, says this is a stock pickers market, but it’s still very important to have a diversified portfolio. He speaks on “Bloomberg Surveillance.”
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