George Colony, Forrester Research Founder, Chairman & CEO says the AI boom may be entering a new phase. Custom chips could challenge Nvidia’s dominance, while value shifts toward software. But the transition won’t be smooth: companies must adapt to AI computing, or risk being left behind.
——–
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US equity futures struggle for direction ahead of the Federal Reserve’s rate decision. Investors await earnings from Microsoft and Alphabet after SK Hynix’s seven-fold profit surge. Oil rises following a report that the US may resume military strikes on Iran after the midterm elections. Prime Minister Netanyahu edges over opposition leader Gadi Eisenkot with more votes to be counted in a tight race in Israel. Andrew Hollenhorst of Citi joins “Bloomberg Brief” to look ahead to the Fed’s rate path beyond October’s decision.

Chapters:
00:00:00 – Bloomberg Brief
00:04:05 – Robinhood and Premarket Movers
00:05:19 – SK Hynix and AI Chip Demand
00:09:09 – European Bank Earnings
00:12:32 – US Iran Tensions Lift Oil
00:14:14 – Israel Election and Netanyahu
00:15:39 – Pakistan, Ukraine and Treasury Flows
00:20:41 – Global News Headlines
00:21:28 – Bloomberg Brief and FOMC Preview
00:24:31 – Andrew Hollenhorst, Citi Chief US Economist, on Fed Policy and AI
00:33:18 – Israel, UBS and Aston Martin
00:34:31 – US Iran and Russia Ukraine Outlook
00:38:27 – SK Hynix and Big Tech
00:42:34 – FOMC and Tech Earnings Ahead
——–
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Anna Edwards, Guy Johnson, and Paul Dobson break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
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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 Tech Rebound, AI Funding Strains and Election Eve
04:40 S&P 500 Still on Track for 7,900 — Edward Yardeni, Yardeni Research
18:38 Stevens Endorsement May Be Backfiring in Michigan — Ed Mills, Raymond James
30:22 OpenAI Funding Struggles Could Slow Venture Capital — Sarah Kunst, Cleo Capital
40:16 Fed May Need Four or Five Rate Hikes — Neil Dutta, Renaissance Macro
53:07 AI Selloff Is a Buying Opportunity — Jordan Jackson, JPMorgan Asset Management
1:05:41 El-Sayed Has Slight Edge in Michigan — Jessica Taylor, The Cook Political Report
1:19:12 Selloff Is a Test of Nerves, Not End of Bull Market — Ajay Rajadhyaksha, Barclays
1:31:34 10-Year TIPS Are a Perfect Hedge for AI — Earl Davis, BMO Global Asset Management
1:42:02 AI Bubble Is Deflating — Bob Doll, Crossmark Global Investments
1:51:38 Apple Benefits From Sitting Out the AI CapEx Race — Gil Luria, DA Davidson
2:06:21 Oil Remains the Biggest Inflation Risk — Yelena Shulyatyeva, The Conference Board
2:18:55 AI Funding Boom Is Testing Investor Appetite — Julie Biel, Kayne Anderson Rudnick
——–
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 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 Edward Jones Head of Investment Strategy Mona Mahajan, Detroit Regional Chamber President & CEO Sandy Baruah, North Rosedale Park Civic Association Vice President Eric Henry, Sperling Economic Strategies President Gene Sperling, Detroit Future City CEO Anika Goss, Morgan Stanley Investment Management Senior Portfolio Manager Andrew Slimmon, M12 Managing Partner Cheryl Cheng, Asymco Founder & Managing Director Horace Dediu, Seaport Research Partners Senior Analyst Jay Goldberg, IDC Senior Director, Data & Analytics Nabila Popal, & Maxim Group Managing Director & Senior Consumer Internet Analyst Tom Forte.

Chapters:
00:00:00 Bloomberg The Close
00:04:40 Edward Jones on Market Rotation, AI & Oil
00:10:03 Michigan Economy, Tariffs & the Senate Race
00:16:39 Detroit Voters on Affordability, Jobs & the Midterms
00:22:35 Gene Sperling on Inflation, the Fed & Affordability
00:28:52 Detroit Future City CEO on Jobs & Economic Growth
00:35:25 Morgan Stanley on Tech Rotation & the AI Trade
00:40:39 AI Leverage, Data Centers & Higher Interest Rates
00:45:17 The Closing Bell
00:49:00 Palantir Earnings & Tech Stocks Enter Correction
00:50:45 M12 on AI Startups, Enterprise Demand & ROI
00:55:14 AI Regulation, Startups & U.S.-China Competition
00:58:03 Apple Earnings Preview & the Consumer Outlook
01:03:46 Apple CEO John Ternus Faces His First Earnings Call
01:10:24 Apple Earnings: Revenue & iPhone Sales Beat Estimates
01:15:22 Apple’s AI Strategy, China & Capex Outlook
01:19:03 iPhone Demand, China & the Smartphone Market
01:24:59 iPhone 18 Pro, Duo & Apple’s Product Strategy
01:29:29 Apple’s AI Spending, Cash Flow & Big Tech Advantage
01:32:18 Apple Earnings Recap & Midterms Ahead
——–
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