US equity futures gains after stocks closed at an all-time high for the first time since June. Shares of SpaceX extend its decline as the company’s AI spending puts a damper on its debut earnings results. Oil rises after a new threat by the Houthi militant against Middle East shipping offsets optimism from President Trump about a potential US-Iran deal. Matt McLennan of First Eagle Investments discusses the resilience in US corporate profit margins.

Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines & Global Market Snapshot
00:00:41 – Global Market Check: Asia Markets Rally on AI Optimism & Iran Deal Hopes Asia Markets Rally on AI Optimism & Iran Deal Hopes,
00:01:38 – Europe Markets: Mining Stocks, Oil & Economic Data
00:02:35 – U.S. Markets: Treasury Yields, Oil & AMD Reaction
00:03:30 – First Look Movers: SpaceX, AMD & Pinterest
00:04:42 – SpaceX Earnings: AI Spending Sparks Selloff, Starlink’s Wireless Expansion Plan
00:07:49 – AI Stocks Under Pressure: AMD & Infineon Analysis, China Export Controls & AI Supply Chain Risks
00:11:30 – Trump, Iran & Strait of Hormuz Negotiations
00:14:55 – Trending on the Terminal
00:16:05 – Michigan Democratic Senate Primary Results
00:19:25 – Front Page News
00:21:33 – Market Setup: Futures, Oil & Treasury Yields
00:23:02 – First Look Movers: SpaceX, AMD & Arista Networks
00:24:09 – Matt McLennan, First Eagle Investments Head of Global Value Team. on Software Stocks, Data Centers & AI Spending
00:31:51 – Trending on the Terminal
00:32:59 – Paramount Earnings & Media Industry Outlook
00:34:50 – Disney Preview: Streaming, Parks & Strategy
00:37:59 – SpaceX Earnings Revisited: AI Spending Concerns, SpaceX Lockup Expiration & Stock Pressure
00:42:01 – What to Watch Today
——–
More on Bloomberg Television and Markets

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Blair Effron of Centerview Partners joins Wall Street Week to discuss how AI is reshaping the investment landscape https://bloom.bg/4hjoYZm

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Starboard Value CEO Jeff Smith explains why his firm has built a new stake in Shake Shack. Speaking with Dani Burger on “Bloomberg Deals,” Smith also discusses his firm’s stakes in Lamb Weston and CarMax.
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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 Edward Jones Head of Investment Strategy Mona Mahajan, Portal Innovations CEO John Flavin, Mizuho Securities Healthcare Equity Strategist Jared Holz, Churchill Asset Management Vice Chairman & Chief Investment Strategist Randy Schwimmer, Wells Fargo Analyst Ken Gawrelski, Cboe Global Markets VP, Head of Derivatives Market Intelligence Mandy Xu, 248 Ventures Chief Investment Strategist Lindsey Bell,MoffettNathanson Research Analyst Julie Zhu, Mizuho Managing Director, Senior Analyst Dan Dolev, Yellow Card CEO Chris Maurice, & BofA Securities Senior Restaurants Analyst Sara Senatore.

Chapters:
00:00:00 Bloomberg The Close
00:03:32 Edward Jones on AI, Tech Valuations & the Next Rotation
00:09:25 White House Medical Research Overhaul Explained
00:16:57 AstraZeneca–Bristol Myers Merger Debate
00:22:39 Churchill Asset Management on Private Credit’s “Platinum Era”
00:31:09 Stock of the Hour: eBay Faces Rising Competition
00:36:21 Cboe on Bond Volatility, Fed Credibility & Options Positioning
00:43:33 Closing Bell
00:46:46 Amazon Crosses $3 Trillion as Boeing Soars
00:49:57 Palantir and ON Semiconductor Earnings Beat
00:55:04 AI Trade Rebounds After July Selloff
00:57:01 Lindsey Bell on AI Winners, Semiconductors & Tech Rotation
01:04:01 SpaceX Earnings Preview: AI, Starlink & Launch Business
01:08:41 Stablecoins, Circle & the Future of Digital Payments
01:13:35 Yellow Card CEO on Global Stablecoin Infrastructure
01:21:24 McDonald’s Earnings Preview: Consumer Demand & Value Strategy
01:28:56 What to Watch
——–
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From politics to pop culture, prediction markets thrive on uncertainty. But a massive surge in unusual trades suggests insiders with nonpublic information may be wagering millions. On today’s Big Take podcast, Bloomberg’s Denitsa Tsekova and Leonardo Nicoletti join host Sarah Holder to break down their analysis into the rise of these questionable bets — and what platforms and federal regulators plan to do about it. Listen wherever you get your podcasts.
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