President Trump touted a “well-unified party” after meeting Senate Republicans at the Capitol Wednesday. He reportedly squabbled with members after he scrapped plans to sign a bipartisan housing bill and lawmakers rebuked his handling of the war in Iran.
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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 UBS Alignment Partners Managing Director, Wealth Management Alli McCartney, Wedbush Securities Senior VP, Equity Research Alicia Reese, ZScaler CEO, Chairman, & Founder Jay Chaudhry, BlackRock Head of US Wealth & Retirement Business Jaime Magyera, Kayne Anderson Rudnick Portfolio Manager, Senior Research Analyst Julie Biel, Kearney Grocery & Retail, Americas Lead Katherine Black, Hamilton Lane Co-Head of Real Estate Elizabeth Bell, Union Square Advisors President & Co-Founder Ted Smith, Dimensional Fund Advisors Portfolio Management Deputy Head, North America Joel Schneider, & Churchill Asset Management CEO Ken Kencel.

Chapters:
00:00:00 Bloomberg The Close
00:03:17 UBS on Earnings, Yields & the Market Rally
00:06:03 AI Power Demand, Utilities & Midterm Risks
00:08:37 Public vs. Private Markets & Portfolio Strategy
00:11:20 Top Calls
00:12:03 Paramount-Warner Bros. Deal Closes as Skydance Debuts
00:15:20 Streaming Wars, Netflix & the Future of Media
00:16:42 Zscaler CEO on AI, Cybersecurity & Zero Trust
00:19:30 Zscaler’s Growth Strategy & AI Security Risks
00:22:23 BlackRock on Retirement, Private Credit & Guaranteed Income
00:26:10 Women, Wealth Management & the $24 Trillion Opportunity
00:29:01 What High-Net-Worth Women Want From Financial Advisors
00:31:20 AMD Rallies on Surging AI Chip Demand
00:34:01 AI Safety, Chip Stocks & the Semiconductor Boom
00:36:52 Kayne Anderson Rudnick on AI & Market Concentration
00:40:11 Big Tech Earnings, AI Safety & Regulation
00:43:08 Closing Bell
00:46:23 Market Movers: Nvidia, Constellation Energy & Marvell
00:49:06 AI Stocks, Moderna & the Day’s Biggest Decliners
00:52:22 Wall Street Bonuses & Consumer Trends
00:54:13 Market Recap: AI Powers Stocks to New Records
00:56:55 Constellation Brands, Tariffs & Changing Drinking Habits
01:00:12 Consumer Experiences & the Future of Alcohol
01:01:06 Hamilton Lane on Real Estate & 7% Mortgage Rates
01:03:08 Retail Real Estate Rebounds as the “Apocalypse” Ends
01:05:10 Real Estate Secondaries & Private Market Opportunities
01:07:55 M&A Boom, Skydance & the $5 Trillion Deal Market
01:11:17 Private Credit, Banks & Financing the M&A Boom
01:13:02 Anthropic IPO & the AI Deal Pipeline
01:15:06 Dimensional on Anthropic, SpaceX & the IPO Market
01:18:00 AI Concentration & Diversifying Beyond Big Tech
01:20:41 Small Caps, Value Stocks & Global Diversification
01:22:29 Private Credit, Workouts & the Greenwich Economic Forum
01:26:08 Churchill Asset Management on Restructuring & Turnarounds
01:27:02 What to Watch
——–
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Stocks push toward new highs, but Ray Dalio is sounding the alarm on bonds. JPMorganChase Chairman & CEO Jamie Dimon joins us exclusively on rising debt, dealmaking and AI’s growing cyber threat. Plus, Nvidia nears a $6 trillion valuation, Google makes a major nuclear power bet, and Oaktree’s Danielle Poli reveals where credit risk is building.

Correction: “This video was edited to correct the spelling of “Yehuda Shmidman” that aired in the program at 10:40 am ET.”

Chapters:
00:00:00 – Open Interest
00:01:44 – Treasury Markets, China, Japan & Rising Debt Risks
00:03:04 – Wall Street Profits Head Toward $90B & Record Bonus Season
00:05:14 – Nvidia Nears $6T, Buybacks & Why AI Keeps Driving Markets
00:07:25 – Google’s 20-Year Nuclear Power Deal & AI Energy Demand
00:11:36 – Jamie Dimon, JPMorgan CEO
00:31:36 – Nancy Tengler Laffer Tengler | Earnings outlook
00:43:59 – Top Calls | Lockhead, Nike, JetBlue
00:46:41 – Paramount-Warner Deal Closes, Streaming Strategy & Media Industry Shakeup
00:52:59 – Rachael Arnold, Vista Equity Partners
01:04:16 – High Interest | French, Diesel, SEC
01:06:20 – Danielle Poli Oaktree Capital | Private credit risks
01:23:21 – Yehuda Shmidman WHP Global | Consumer spending trends
01:31:44 – Trump’s Diesel Policy, Energy Costs & Midterm Strategy
——–
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Yemen’s internationally-recognized government, backed by Saudi Arabia, claimed to have regained territory from the Houthis, as fighting in the region near the Bab el-Mandeb strait intensifies. The Yemeni armed forces said they took control of the Red Sea city of Mokha on Monday after battles with the Iran-backed Houthis, according to Saba, a Yemeni news agency.

Hundreds of French high schools are shut as teacher unions join a student-led protest movement demanding more money for education.

The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie.

Chapters:
00:00:00 – “The Opening Trade” Begins
00:01:23 – France’s Political and Fiscal Risks
00:04:38 – Bessent, US Debt and Rising Treasury Yields
00:06:02 – AI Fundraising: OpenAI, Moonshot and DeepSeek
00:08:30 – Tech’s Rising Cost of Capital
00:13:15 – Schroders’ Global Fixed Income Fund Manager James Ringer on France and Fixed Income & Finding Value in Credit and Mortgage-Backed Securities
00:20:32 – Global Headlines: Russia, Security and Yemen
00:24:17 – Nasdaq Hits a Record Despite Higher Yields
00:24:41 – JPMorgan International Technology Investment Banking Co-Head Matthew Gehl on AI Investment and Capital Costs, the Tech IPO Pipeline
00:33:08 – Ray Dalio on France’s Borrowing Problem
00:35:05 – French Student Protests Intensify, What to Expect From Le Pen’s Counterbudget
00:39:00 – France’s Bond Stress and Euro Weakness, Brazil’s Post-Election Market Rally, The Outlook for Treasury Yields
00:42:31 – European Stocks to Watch
00:47:06 – European Markets Open Higher
00:49:40 – 7IM Co-CIO Shanti Kelemen on Can Stocks Keep Climbing the Wall of Worry, Is It Time to Buy Bonds, UK Housing Versus Other Investments
00:57:44 – European Stocks on the Move
01:05:21 – Could France’s Bond Stress Become a Crisis
01:10:18 – European Stocks Rally as Yields and Oil Fall
01:13:34 – Morgan Stanley FX & Emerging Markets Strategy Head James Lord on Euro Weakness, Japan, Repatriation and the Yen, Spain’s Political Risk and the Euro
01:22:06 – European Bonds Rally
01:23:03 – Wayve CEO Alex Kendall on Autonomous Driving, The Global Market for Autonomous Vehicles, Physical AI and Wayve’s Growth Strategy
01:30:41 – What’s Driving the Bond Market Rally, France, the Euro and the US Rates Outlook
01:33:53 – Closing and What’s Ahead
——–
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Chipmaker AMD agreed to acquire World Labs for $8.2 billion, gaining an artificial intelligence startup founded by industry pioneer and researcher Fei-Fei Li.

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