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Stocks See Wild Swings in Run-Up to Tariff Rollout | Bloomberg: The Close 03/31/2025

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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 Stephanie Aliaga, JPMorgan Asset Management, Mike McGlone, Bloomberg Intelligence, David Katz, Jefferies, Richard Edelman, Edelman, Kim Forrest, Bokeh Capital Partners, Collin Martin, Schwab Center, Allison Schrager, Bloomberg Opinion, Emily Field, Barclays, Rhett Ricart, Ricart Automotive, Richelieu Dennis, Sundial Group, Stacy Rasgon, Bernstein Research.

Chapters:
00:00:00 – The Close Begins
00:03:17 – Stephanie Aliaga, JPMorgan Asset Management
00:10:47 – Mike McGlone, Bloomberg Intelligence
00:16:16 – Top Calls
00:17:50 – David Katz, Jefferies
00:24:40 – Richard Edelman, Edelman
00:32:43 – Stock of the Hour
00:37:35 – Kim Forrest, Bokeh Capital Partners
00:44:05 – Closing Bell
00:57:57 – Collin Martin, Schwab Center
01:04:46 – Allison Schrager, Bloomberg Opinion
01:10:18 – Emily Field, Barclays
01:17:07 – Rhett Ricart, Ricart Automotive
01:23:03 – Richelieu Dennis, Sundial Group
01:28:38 – Stacy Rasgon, Bernstein Research
——–
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United CEO on rolling out roomier economy row and ditch middle seat

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United Airlines said it plans to introduce a row of economy seats with extra elbow room and access to a shared table, the most recent move by a major US carrier to diversify the perks and comfort levels throughout the cabin.

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CPI Relief & AI Earnings Push Stocks Toward Records | The Close 8/12/2026

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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 DoubleLine Portfolio Manager Bill Campbell, CME Group Managing Director & Global Head of Metals Jin Hennig, Cava Co-Founder CEO Brett Schulman, Sweetgreen Co-Founder & CEO Jonathan Neman, Bank of America Global Head of Infrastructure & Sustainable Finance Karen Fang, Pivotal Advisors CEO & CIO Tiffany McGhee, The Bahnsen Group Chief Investment Officer David Bahnsen, Freedom Capital Market Technology Research Head Paul Meeks, Former CDC Chief Medical Officer Debra Houry, & Singer Vehicle Design Executive Chairman Rob Dickinson & Singer Vehicle Designer Chief Strategy Officer Mazen Fawaz.

Chapters:
00:00:00 Bloomberg The Close
00:02:39 DoubleLine on CPI, Fed Policy & Treasury Yields
00:11:39 CME on 24/7 Gold, Silver & Retail Trading
00:16:04 Cava CEO on Earnings, Food Safety & Consumer Demand
00:23:28 Sweetgreen CEO on Cyclospora, Food Safety & Recovery
00:33:39 Bank of America’s $250 Billion Infrastructure Push
00:40:58 Pivotal Advisors on AI, Inflation & Market Risks
00:47:02 Closing Bell
00:49:51 Market Movers: CoreWeave, Nebius & AI Infrastructure
00:52:17 Biggest Losers: Home Depot, U.S. Antimony & Trump Media
00:54:25 Cisco Earnings: AI Orders, Revenue & Guidance
00:55:32 Cerebras Earnings: Cloud Growth vs. Hardware Weakness
00:59:44 Cisco’s AI Renaissance & Record Earnings
01:07:02 Cerebras Deep Dive: Chips, Neo-Clouds & OpenAI Risk
01:12:18 Former CDC Official on the Cyclospora Outbreak
01:18:29 CDC Staffing Cuts, Vaccines & Public Health Policy
01:25:13 Singer and Louis Vuitton Reimagine the Porsche 911
01:31:15 Bill Ackman’s Pershing Square Ventures
01:31:53 What to Watch
——–
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Nvidia Taps Wall Street for $500 Billion Funding Commitment

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US investment giants including Apollo Global Management Inc., Blackstone Inc., BlackRock Inc. and Brookfield Asset Management are partnering with Nvidia Corp. to source $500 billion in financing for artificial intelligence infrastructure.  Bloomberg’s Ed Ludlow joins to discuss this as well as Intel raised $20 billion in an upsized share sale, a third more than it was targeting when it announced the deal Monday morning.
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India Is Turning Cattle Waste into Car Fuel

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Cow dung as fuel? India’s turning cattle waste into compressed biogas, and projects like this attracting attention as global energy prices surge. Alisha Sachdev with more.

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Anthropic Eyes $6 Billion Decart Deal | Open Interest 8/13/2026

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Get a jump start on the US trading day with Vonnie Quinn and David Gura on “Bloomberg Open Interest.” Anthropic eyes its biggest deal yet, with a potential $6 billion Decart acquisition as it moves closer to an IPO. SpaceX clears its first lockup expiry, but bigger swings may be ahead. Plus, producer prices come in softer than expected. And Liftoff CEO Jeremy Bondy joins us on AI-driven ad growth, while Threadneedle’s Ann Berry warns investors about the risks hiding in private markets.

Chapters:
00:00:00 – Open Interest
00:01:40 – Anthropic’s Decart Acquisition, AI Compute Efficiency, Cisco Earnings & Cerebras Outlook
00:07:27 – PPI, CPI, Fed Outlook, Jobless Claims & Inflation Trends
00:16:58 – Ann Berry Threadneedle Ventures | AI Earnings, Data Center Bottlenecks, Physical AI, Venture Markets & Deficit Risks
00:32:20 – Top Calls | Five Below Upgrade, Akamai Upgrade & Cerebras Bullish Analyst Calls
00:33:42 – Cerebras Selloff, AI Valuations, Nvidia Competition & Cisco’s AI Transformation
00:39:57 – Tapestry Earnings, Coach Strength, Kate Spade Turnaround & Consumer Trends
00:44:24 – Fed Policy, Jackson Hole, Kevin Warsh, PCE Outlook & Inflation Risks
00:47:47 – RaeAnn Mitrione Callan Family Office | Market Broadening, AI Adoption, Small Caps, Productivity Gains & Investment Strategy
00:56:33 – High Interest | Bill Ackman’s Venture Fund, DeepSeek AI Price Hike & Anthropic’s Decart Acquisition
00:58:10 – Maersk Outlook, Freight Recovery, Suez Canal Reopening & Global Shipping Rates
01:05:30 – Jeremy Bondy | Liftoff Earnings, Mobile Ad Tech, AI Advertising & Growth Strategy
01:14:23 – SpaceX Lockups, Starship, Tesla Merger Speculation & AI Infrastructure Growth
01:18:38 – Wendy’s Take-Private Bid, Nelson Peltz, Consumer Spending & Restaurant Turnaround
01:22:49 – Iran Conflict, U.S. Missile Stockpiles, Defense Spending & Indo-Pacific Risks
——–
More on Bloomberg Television and Markets

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