UBS Group AG Chairman Colm Kelleher called on a small group of top advisers from his alma mater Morgan Stanley to ramp up contingency planning after clients pulled tens of billions of dollars from Credit Suisse Group AG. That move, coupled with groundwork that had been laid for years, allowed UBS to pull off one of the biggest bank deals ever in a matter of days. Michael Moore has the details in today’s “Big Take” on Bloomberg Television.

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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 RBC Capital Markets Head of Derivatives Strategy Amy Wu Silverman, Canada Chamber of Commerce Principal Economist Andrew DiCapua, Guggenheim Senior Analyst, Retail & E-Commerce Simeon Siegel, Marquee Brands CEO Heath Golden, Westwood Holdings Group CEO Brian Casey, AllianceBernstein Head of Equities Nelson Yu, BIVA CEO Maria Ariza, Panama Canal Administrator Ilya Espino de Marotta, Qualcomm CFO Akash Palkhiwala, Cisco President & Chief Product Officer Jeetu Patel, & Kroll CEO Jacob Silverman.

Chapters:
00:00:00 Bloomberg The Close
00:03:00 RBC’s Amy Wu Silverman on September Volatility & CPI
00:06:02 AI Data Centers, Midterms & Market Correlation Risks
00:10:09 Canada Retaliates With New U.S. Tariffs
00:13:00 Canada’s Trade Diversification & U.S. Dependence
00:17:21 Top Calls
00:18:30 Retail Outlook: Lululemon, Off-Price & Macy’s
00:22:36 Marquee Brands CEO on Roots Acquisition
00:25:37 Roots, Tariffs & Marquee’s Asset-Light Strategy
00:29:06 Martha Stewart, Cavalli & Global Brand Expansion
00:31:27 AI Power Demand & a New Texas Stock Exchange ETF
00:35:59 Markets, Tariffs & AI Capex With Nelson Yu
00:39:00 Market Broadening Beyond Big Tech
00:41:17 Iran Headlines Send Oil Higher & Stocks Lower
00:43:25 Closing Bell
00:46:23 Market Movers: Bloom Energy, Quantum Stocks & Intel
00:48:09 Amgen, Consumer Weakness & Treasury Yields
00:51:02 Market Recap: Iran, Oil, Canada & U.S. Trade Tensions
00:53:51 Investing in Mexico Amid U.S. Trade Uncertainty
00:57:45 Mexico’s Capital Markets, Listings & Foreign Investment
01:02:08 Panama Canal Chief on El Niño & Transit Cuts
01:05:05 Panama Canal Drought Risk, Revenue & Water Security
01:08:33 Panama Canal, U.S. Relations & Geopolitical Pressure
01:12:44 Qualcomm CFO on Amazon AI Data Center Deal
01:15:08 Qualcomm’s AI Chips, Power Efficiency & Hyperscalers
01:18:27 Smartphones, Edge AI & Qualcomm’s Growth Strategy
01:20:22 LIV Golf Files for Chapter 11 Bankruptcy
01:20:44 Cisco on AI-Powered Cybersecurity Threats
01:24:07 Cisco’s Secure Networks & Real-Time Threat Defense
01:25:43 Private Credit, SaaS Risk & Kroll’s Jacob Silverman
01:29:20 Refinancing Risk, Higher Rates & Private Credit
01:31:24 AI Cybersecurity Risks & the CrowdStrike Partnership
01:32:21 LIV Golf Bankruptcy: What Went Wrong
01:35:00 What to Watch
——–
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than “Bloomberg Surveillance.”

Chapters:
00:00:00 – Bloomberg Surveillance | 9/9/2026
00:06:11 – Max Kettner, HSBC Chief Multi-Asset Strategist
00:19:24 – Brent Hits $100
00:30:52 – Heath Terry, Citi Research
00:41:57 – Bessent Challenges Traders to Bet Against Yen
00:53:43 – Steve Chiavarone, CIO of Federated Hermes
01:06:07 – RNC Holds First Midterm Convention
01:18:26 – Jenny Johnson, President & CEO of Franklin Templeton
01:28:06 – Dermot McDonogh, CFO of BNY
01:40:25 – Mike Wilson, CIO of Morgan Stanley
01:54:04 – Bruce Van Saun, CEO of Citizens Financial Group
02:04:48 – Bessent Bond Buyback Annoucement Today
02:07:56 – Mike Feroli, JPMorgan Chief US Economist
02:18:51 – Kara Murphy, President & CIO of Kestra
——–
Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

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The USS Abraham Lincoln’s crew received a long-awaited port visit in Thailand after a 286-day deployment that included a modern-era record of 264 consecutive days at sea and months of combat operations in the Middle East. Joining Bloomberg This Weekend is Bloomberg News Southeast Asia Reporter Philip Heijmans who recently returned from Thailand and says sailors described food shortages, limited communications with family and uncertainty over their return, while many also expressed pride in their mission.
——–
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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 T. Rowe Price Portfolio Manager Tony Wang, IDC Senior Director, Data & Analytics Nabila Popal, Former Apple CEO John Sculley, Signet Jewelers CEO J.K. Symancyk, LightShed Partners Walter Piecyk, S&P Dow Jones Indices CEO Catherine Clay, Oak Hill Advisors Founder & CEO Glenn August, QTS Co-CEO Tag Greason, AGCO Corp. CEO, Chairman & President Eric Hansotia, & Unifor National President Lana Payne.

Chapters:
00:00:00 Bloomberg The Close
00:02:11 Mark Gurman Breaks Down Apple’s New Era
00:06:57 Apple’s Foldable iPhone Through an Investor Lens
00:10:31 Foldable iPhone’s Impact on the Smartphone Market
00:15:29 Former Apple CEO John Sculley on John Ternus & Innovation
00:19:19 Apple’s $2,000 Price Tag & the AI Opportunity
00:23:10 Apple vs. OpenAI & the Future of AI Devices
00:26:18 Ed Ludlow on Foldable iPhone Demand & Pricing
00:29:18 Signet Jewelers CEO on Strong Earnings & Consumer Demand
00:33:16 Lab-Grown Diamonds, Tariffs & Jewelry Trends
00:38:02 Apple’s New Leadership & Product Strategy
00:43:42 S&P Dow Jones CEO on the S&P 500 Rebalancing
00:47:12 Big Tech Concentration, Equal Weight & Index Investing
00:54:14 Oak Hill’s Glenn August on AI Infrastructure Lending
00:56:41 Distressed Software & Private Credit Opportunities
01:00:19 Credit Markets, Refinancing & the Maturity Wall
01:03:46 Oak Hill Advisors, T. Rowe Price & Private Credit Growth
01:06:36 QTS on the Data Center Boom & Political Backlash
01:10:14 QTS Announces $1 Billion Water Infrastructure Fund
01:12:18 Data Centers, Power Grid Costs & Energy Affordability
01:18:03 AGCO CEO on Rising Costs for Farmers
01:20:10 Autonomous Farming & AGCO’s Retrofit Technology
01:23:08 Agriculture Outlook, Brazil & Global Demand
01:27:20 U.S.-Canada Trade War Escalates
01:30:13 Tariffs, Consumer Backlash & Rebuilding U.S.-Canada Trust
01:32:04 Trade Bans & the Economic Impact on Canada
01:34:57 What to Watch
——–
More on Bloomberg Television and Markets

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