The MLB trade deadline is in the rear-view mirror, so Jason Kelly and Alex Rodriguez look forward to the rest of the season and break down the league’s recent contract negotiations with the players. Listen to their full discussion on this week’s episode of The Deal wherever you get your podcasts
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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 Man Group Managing Director, Solutions Matt Rowe, Gen President & CEO Vincent Pilette, Akamai Technologies Co-Founder & CEO Tom Leighton, Sony Pictures Entertainment MPG Chairman & CEO Tom Rothman, Once Upon A Farm Co-Founder & CEO John Foraker, Envestnet Co-CIO, Group President Dana D’Auria, PSP Growth Head of Venture Momei Qu, New York City Deputy Mayor For Economic Justice Julie Su, & Spelman College President Dr. Ayanna Howard.

Chapters:
00:00:00 Bloomberg The Close
00:03:11 Man Group on Fed Rates, AI & Market Volatility
00:10:16 Gen Digital CEO on Cybersecurity & Agentic AI Risks
00:14:59 Akamai CEO on AI Infrastructure, Robotics & Cloud Growth
00:23:00 Sony Pictures CEO on Spider-Man’s Record-Breaking Debut
00:33:25 Once Upon a Farm CEO on Growth & Consumer Demand
00:43:20 Countdown to the Closing Bell
00:44:09 Envestnet on Jobs, Fed Policy & the AI Trade
00:50:22 Closing Bell
00:54:04 Market Movers: Airbnb, SpaceX & Microchip
00:56:03 Trade Desk, Under Armour & Sweetgreen Slide
00:57:39 $32 Coffee & the Dunkin’ Gift Card Craze
01:01:11 Weekly Market Wrap: Tech Rally & Falling Yields
01:02:07 AI Debt Boom: Investors Question Hyperscaler Spending
01:03:30 PSP Growth on AI Capex, Software & Venture Investing
01:11:48 Restaurant Stocks Face Food Safety Concerns
01:15:42 NYC Deputy Mayor For Economic Justice Julie Su on Jobs, Wages & Affordability
01:29:07 Spelman President on AI, Education & Financial Aid
01:35:51 What to Watch
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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Carol Massar and Tim Stenovec.
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Fresh AI weakness keeps investors on edge amid US-Iran talks and ahead of tomorrow’s jobs report. Billions worth of SpaceX shares become eligible for trading following the company’s post-earnings plunge. And AI investor Leopold Aschenbrenner returns to the investing game with a $400 million bet. Plus: the CEOs of Krispy Kreme, Smashburger, Roivant, and Lincoln International — covering everything from food to biotech to M&A.

Chapters:
00:00:00 – Open Interest
00:01:21 – AI Infrastructure Demand, Memory Chip Selloff, SpaceX Capex & Hyperscaler Spending
00:04:07 – SpaceX Lockup Expiration, Short Interest, Share Supply & Investor Positioning
00:06:49 – Warner Bros. Earnings, Streaming Profitability & Paramount-Skydance Merger Risks
00:09:39 – Kevin Warsh, Jackson Hole Preview, Inflation Risks & Rate Hike Expectations
00:12:26 – High Interest | Iran-Oman Hormuz Talks, DeepSeek AI Price Increases & Situational Awareness’ $400M Investment
00:13:20 – Situational Awareness Comeback, Hedge Fund Losses, AI Crowding & Leverage Risks
00:18:11 – Emily Green Ellevest | AI Trade Rotation, Mag 7 Concentration, Portfolio Diversification & SpaceX Volatility
00:33:02 – Top Calls | Sandisk Price Target Cuts, Zillow Downgrade & Shake Shack Price Target Increase
00:34:18 – Joshua Charlesworth | Krispy Kreme Turnaround, Consumer Spending, Franchise Growth & Profitability
00:44:31 – Alex Chaloff Bernstein Private Wealth Management | Leveraged ETFs, Market Structure Risks, AI Volatility & Positioning
00:52:10 – Sandisk Weak Guidance, SK Hynix Selloff & SpaceX Trading Surge
00:53:26 – SpaceX Share Unlock, Memory Chip Selloff & Investor Rotation
00:56:05 – High Interest | Trump-Warsh Conversations, Millennium-Anthropic AI Partnership & Situational Awareness Recovery
00:57:12 – Matt Gline Roivant | FDA Approval Timeline, Orphan Drug Pipeline, AI in Drug Development & Biotech M&A
01:06:12 – Rob Brown Lincoln International | Private Equity Deal Recovery, AI Infrastructure Demand, Industrials & Private Credit
01:14:19 – Jim Sullivan | Smashburger Expansion, Franchising Strategy, Food Safety & Consumer Demand
01:22:57 – Strait of Hormuz Deal, Iran-Oman Negotiations, Houthi Escalation & Oil Market Risks
01:26:30 – Jobs Report Preview, CPI Outlook, Kevin Warsh & Fed Policy Expectations
——–
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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:02:48 – Yen holds steady after speculation of intervention
00:05:59 – Asian stocks ignore tech rally amid fresh doubts about AI trade
00:06:11 – Goldman Sachs’ Timothy Moe on why he remains bullish on Korea
00:07:29 – Timothy Moe on leveraged ETFs and foreign investor flows in Korean equities
00:15:40 – Trump says talks are Iran’s ‘last chance’
00:18:11 – Timothy Moe on defense and geopolitical investment themes
00:20:56 – Timothy Moe on China’s energy security strategy
00:24:49 – Timothy Moe on Asia’s earnings outlook versus the US market
00:36:40 – Modi’s party loses key by-election in wake of protests
00:40:36 – China is getting more anxious about Mythos before Trump meets Xi
00:43:30 – Hugging face CEO Clem Delangue warns of growing AI risks
——–
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