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 Alger Executive Vice President, Portfolio Manager Ankur Crawford, ProShares Head of Research, Active Investments CIO Alessio De Longis, Oppenheimer Managing Director & Senior Analyst Brian Nagel, MongoDB CEO CJ Desai, Edward Jones Head of Investment Strategy Mona Mahajan, DigitalBridge CEO Marc Ganzi, Skylar Capital Management Managing Partner & CIO Bill Perkins, Magnetar Capital Founder Alec Litowitz, & NBA Hall of Famer Shaquille O’Neal.

Chapters:
00:00:00 Bloomberg The Close
00:02:55 Alger’s Ankur Crawford on AI Data Centers & Political Backlash
00:05:57 Broadcom Earnings Preview & AI Chip Competition
00:09:02 Anthropic, Nvidia & the Massive AI Opportunity
00:12:53 ProShares on Treasury Yields, Fed Hikes & Duration
00:16:24 Rising Rates, Tech Stocks & Credit Markets
00:17:51 Five Below Earnings Preview & the Value Consumer
00:22:42 MongoDB CEO on Earnings, Atlas Growth & AI Demand
00:26:10 MongoDB’s AI Workloads, Frontier Labs & Voyage
00:29:16 MongoDB’s Customers, Growth & Investor Day
00:31:50 GE Vernova’s $25 Billion Venezuela Power Grid Opportunity
00:35:28 Edward Jones on Rising Yields & the Equity Market
00:39:28 Global Markets, Portfolio Positioning & AI Diversification
00:43:26 Closing Bell
00:46:19 Market Movers: Dell, GE Vernova & the AI Trade
00:48:37 Five Below Earnings Beat & Consumer Momentum
00:50:38 HPE, Snowflake & Petco Earnings Hit After the Bell
00:57:24 DigitalBridge CEO Marc Ganzi on AI’s Power Bottleneck
00:59:00 Broadcom Earnings Arrive as Shares Drop
01:02:11 Data Center Backlash, Power Demand & Local Communities
01:04:26 Financing the AI Boom, GPUs & Private Credit
01:07:22 Bill Perkins on Trading Electricity & the AI Power Boom
01:10:03 Electricity Prices, Grid Constraints & Power Futures
01:13:00 Middle East Risks & Europe’s Natural Gas Outlook
01:14:37 Magnetar Founder on CoreWeave, AI & Investing in Uncertainty
01:17:36 Power Becomes AI’s Next Major Bottleneck
01:20:55 AI, Human Judgment & the Future of Education
01:24:26 Steve Ballmer Suspended by NBA Over Clippers Salary Cap Violations
01:26:31 Shaquille O’Neal on Credit, Financial Literacy & College Students
01:30:07 Shaq on Investing, Lifelong Learning & DJ Diesel
01:33:32 What to Watch
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Nvidia’s earnings are under pressure. Shares trail the Philadelphia Semiconductor Index by 50%, costs are rising and rivals are building their own chips. Credit markets are uneasy as hedging costs double and Asia traders will be watching closely when results are released this week. Bloomberg’s Anthony Stephens reports.
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On this episode of the Everybody’s Business podcast, Harvard economist Ken Rogoff tells Stacey Vanek Smith and Max Chafkin why he calls the US-Canada trade war a “bar fight” and how President Trump’s latest spat with US’s closest ally differs from tariff wars with other countries.
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Uncertainty is mounting at Tata Sons as Chairman Natarajan Chandrasekaran prepares to step down after a boardroom deadlock. The leadership shake-up comes as India’s $180 billion conglomerate faces mounting financial and regulatory pressures.
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US equity futures waver and a global bond rout eases as higher yields attract investors. The yen strengthens as traders weigh intervention risks, while the BOJ is said to favor raising rates by a quarter point this month. President Trump says the latest strikes on Iran. US diesel prices hit a four-year high. Broadcom slips after the chipmaker’s results and short-term forecast failed to meet lofty expectations, despite predicting a boom in AI chips over the next two years. Seema Shah of Principal Asset Management joins “Bloomberg Brief” to discuss the implications of elevated yields on stocks.

Chapters:
00:00:00 – Bloomberg Brief Begins
00:00:18 – Top Stories & Headlines
00:00:50 – Global Market Check: Yen Surges as BOJ Leans Toward Rate Hike
00:02:13 – European Markets, Bond Yields & Swiss Economy
00:05:31 – What’s Driving the Yen’s Dramatic Strengthening, Dutch Central Bank Moves Gold From the US
00:09:14 – Iran Strikes US Bases as Middle East Tensions Escalate, China Pushes for a New Middle East Security Order
00:12:17 – Global Fuel Supply Strains Send Diesel Prices Higher, China’s Role in Shifting Global Oil Flows
00:17:19 – Broadcom’s AI Chip Boom Meets Short-Term Bottlenecks, Snowflake Sees Surge in Enterprise AI Adoption
00:20:00 – Front Page News
00:21:26 – Market Update: Stocks, Oil, Yields & the Yen
00:24:10 – Seema Shah, Principal Asset Management Chief Global Strategist, on AI Spending & Rising Bond Yields, Midterms, Market Volatility
00:33:47 – Trending on the Terminal
00:35:23 – Trump, Iran and Extended US Middle East Deployments, Xi Jinping Challenges US Influence in the Middle East
00:37:55 – Trump Administration and Birthright Citizenship
00:38:50 – Broadcom’s Long-Term AI Chip Growth Outlook, Snowflake, Databricks and the Enterprise AI Race, ByteDance Raises Billions for AI Expansion
00:42:35 – What to Watch
——–
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