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U.S. Stocks Fall as Tech Sells Off; Gold Gains | The Close 2/3/2026

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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 Bridgewater Associates’ Rebecca Patterson, 17Capital’s Pierre-Antonie de Selancy, Wedbush Securities’ Alicia Reese, Sperling Economic’s Gene Sperling, USA Rare Earth’s Barbara Humpton, Edward Jones’ Mona Mahajan, Allspring Global’s Abby Roach, Cleo Capital’s Sarah Kunst, Constellation Research’s Ray Wang, American Century’s Rich Weiss, and TINKR’s Tyler Cameron and Tate Madden.

Chapters:
00:00:00 – Bloomberg Markets: The Close
00:03:29 – Bridgewater Associates’ Rebecca Patterson
00:11:01 – 17Capital’s Pierre-Antonie de Selancy
00:16:28 – Top Calls
00:17:50 – Wedbush Securities’ Alicia Reese
00:23:05 – Sperling Economic’s Gene Sperling
00:30:42 – USA Rare Earth’s Barbara Humpton
00:36:55 – Edward Jones’ Mona Mahajan
00:43:26 – Closing Bell
00:55:29 – Allspring Global’s Abby Roach
00:59:41 – Kunjan Sobhani, Bloomberg Intelligence
01:03:06 – Cleo Capital’s Sarah Kunst
01:07:33 – Ed Ludlow, Bloomberg News
01:11:31 – Constellation Research’s Ray Wang
01:17:56 – American Century’s Rich Weiss
01:26:04 – TINKR’s Tyler Cameron and Tate Madden
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Moderna, Merck Revive mRNA Hopes With Melanoma Success

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A personalized vaccine developed by Moderna and Merck reduced the recurrence of melanoma in a large, late-stage trial, raising expectations for treating the deadliest form of skin cancer and showing the promise of the embattled mRNA technology. Madison Muller explains
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Bank of Israel’s Yaron: The challenge is navigating the fiscal trilemma

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Bank of Israel Governor Amir Yaron says Israel is facing a “fiscal trilemma” as it balances defense spending, civilian needs and fiscal responsibility.

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Ackman Says Markets Are Narrowly Focused on Big IPOs

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Pershing Square CEO and founder Bill Ackman says markets are narrowly focused on big initial public offerings. Ackman says Anthropic is one of the greatest business stories he’s ever seen, but would not say if it’s a company he would invest in. The Claude developer is expected to go public this year. Ackman speaks on “Bloomberg Deals.”
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AI Anxiety, AI Cash Are Powering This Election Cycle

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“Claude, how should I vote in 2026?” On today’s Big Take podcast, the money, candidates and anxiety fueling the first AI election.
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Apple’s Upcoming Smart Home Device Won’t Record Video #apple #technology

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On this episode of the Power On podcast, Mark Gurman explains how Apple could pitch a video-free smart home camera with facial recognition as as an alternative to other smart home devices on the market.

Have a question for Mark? Email us at poweron@bloomberg.net or join the Power On Discord

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Watch Bloomberg Vodcasts: • Bloomberg Video Podcasts | Interviews & More

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Visit us: https://www.bloomberg.com/podcasts

——–
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