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 Vanguard Fixed Income Client Portfolio Manager Rebecca Venter, First Founder & CEO Libby Leffler, Morningstar Senior Equity Analyst David Swartz, Rockefeller International Chairman Ruchir Sharma, Russell Investments President & CIO Kate El-Hillow, AMD CEO Lisa Su & World Labs CEO Fei-Fei Li, JPMorgan Asset Management Executive Director, Global Market Strategist Jack Manley, Adobe Digital Insights Director Vivek Pandya, & SPG Global Managing Director Simon Gallagher.

Chapters:
00:00:00 Bloomberg The Close
00:03:09 Vanguard on Bond Volatility, Fed Hikes & Yield Opportunities
00:05:27 Yield Curve, Credit Markets & Fixed Income Investing
00:09:42 Nvidia’s New AI Security System & $150 Billion Buyback
00:12:14 Meta’s AI Strategy & Enterprise Push
00:14:41 Micron Earnings, Chip Stocks & Nvidia’s AI Investment
00:17:06 Top Calls
00:17:53 Nike Earnings Preview & Turnaround Challenges
00:20:45 Nike’s Inventory Problems, China & Product Innovation
00:22:31 Treasury Yields Hit the AI Boom’s 5% Danger Zone
00:26:21 Higher Rates, AI Debt & Data Center Financing
00:29:19 Market Breadth, S&P 500 Concentration & AI Risk
00:32:45 Boeing Slides on 737 Max 10 Certification Delay
00:35:19 Russell Investments on Higher-for-Longer Rates
00:38:05 Credit Markets, Duration & Portfolio Diversification
00:40:09 Market Concentration & Finding Diversification
00:43:16 Closing Bell
00:46:05 Market Movers: Nvidia, Palo Alto & Kodiak Sciences
00:48:08 MongoDB, Boeing & Meta Lead the Day’s Decliners
00:51:10 AMD to Buy Fei-Fei Li’s World Labs for $8.2 Billion
00:54:01 Fei-Fei Li & Lisa Su on the Future of AI
00:57:15 World Labs, Spatial Intelligence & Robotics
01:03:02 JPMorgan on Rates, Markets & the AI Trade
01:06:08 AMD-World Labs Deal & the AI Investment Race
01:09:13 Broadening the AI Trade Beyond Nvidia
01:11:19 Adobe’s Holiday Shopping Forecast & Consumer Spending
01:14:29 Discounts, Early Shopping & Holiday Deals
01:17:03 AI Shopping Agents Transform the Consumer Journey
01:19:12 WNBA, NFL & MLB Playoff Business
01:22:19 MLB Streaming Rights & the Future of Sports Viewing
01:25:06 Netflix, Live Sports & Media Rights Economics
01:27:20 Sports Streaming, Regional Rights & Fragmentation
01:30:12 What to Watch
——–
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“Balance of Power” focuses on the intersection of politics and global business. On today’s show, AI Now Institute Senior Fellow for Economic and National Security Aya Ibrahim says Nvidia’s new agent safety platform is a notable step, but cautions there is no one-size-fits-all solution to AI security risks, even as companies roll out new safeguards. Cook Political Report Founder and Contributor Charlie Cook says the midterm landscape has deteriorated sharply for Republicans in the past month as energy costs, tariffs and affordability concerns hit voters. Republican Congressman Mike Flood of Nebraska says diesel prices near record highs are putting pressure on Midwest farmers as harvest season gets underway.

Chapters:

00:01:39 Bloomberg’s Skylar Woodhouse on Trump Says Iran War Will End Soon
00:05:35 Power Moves: Top Financial Moves
00:07:42 Aya Ibrahim, AI Now Institute Senior Fellow for Economic and National Security, on AI Safety, Regulation and the Race With China
00:16:52 Charlie Cook, Cook Political Report Founder and Contributor, on Republicans’ Midterm Challenges
00:17:31 Charlie Cook on What’s Driving the Shift in the Midterms?
00:19:13 Charlie Cook on Democrats’ House and Senate Prospects
00:20:36 Charlie Cook on Trump’s Role on the Campaign Trail
00:23:14 Charlie Cook on Diesel Prices and the Political Impact
00:24:49 Bloomberg Government’s Jonathan Tamari on Government-Funded Trump Ads Draw Scrutiny
00:27:46 Political Panel Reacts: Trump’s Government-Funded Ads, Trump’s Upcoming AI Summit, Trump Administration’s Relationship With Anthropic
00:39:27 Rep. Mike Flood (R-NE) on Record Diesel Prices
00:42:17 Rep. Mike Flood (R-NE) on US-China Agricultural Trade
00:43:33 Rep. Mike Flood (R-NE) on Trump’s Midterm Campaign Push
00:44:37 Rep. Mike Flood (R-NE) on Government-Funded Trump Ads
——–
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Shares in OpenAI partners such as SoftBank and Oracle are falling after the Wall Street Journal reported that the AI startup recently failed to meet targets for sales and new users, reviving worries about spending ahead of tech earnings.

Brent advanced for a seventh day to $111 a barrel. The White House said President Donald Trump will address a proposal from Iran to reopen Hormuz “very soon”. The dollar rose 0.2%. The yen, meanwhile, reversed gains after Bank of Japan Governor Kazuo Ueda refrained from giving a decisive signal on when interest rates may rise.

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
00:00:22 – Market Check
00:01:34 – Stocks Higher, Oil Price Climbs
00:05:23 – BP Earnings
00:06:10 – Barclays Earnings
00:07:20 – Yen Gains
00:09:18 – CATL Raises $5 Billion
00:09:42 – Ray-Ban Heir Wins Approval for $10B Buyout
00:11:48 – US Being ‘Humiliated’ in Iran Talks: Friedrich Merz
00:25:57 – BOJ Governor Ueda Speaks
00:32:22 – Assume Dubai Crude Oil Will Fall to $70 Per Barrel: Ueda
00:38:16 – Baltimore Mayor on Cost of Living Pressure
00:44:51 – Will Continue to Hike Rates Based on Economic Situation: BOJ
00:46:39 – Stocks to Watch: Barclays, BP, Novartis
01:07:29 – BP Profits Jumps
01:09:27 – OpenAI Misses Sales Targets As Rivals Gain
01:15:21 – Elon Musk, Sam Altman Head to Trail Over OpenAi
01:15:44 – Barclays Stock
01:25:27 – US Maintains ‘Red Lines’ on Any Iran Deal
01:28:12 – Norges Bank Investment Management Conference
01:31:29 – BOE Rate Decision This Week
——–
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US equity futures and Treasuries fall as uncertainties around the conflict between the US and Iran push oil higher and lifts concerns around inflation. Tehran says it’s sticking to its proposal to reopen the Strait of Hormuz that President Trump has rejected. The US and China release a detailed plan to cut tariffs on about $30 billion of imports from each nation. Nvidia introduces a new double-layered AI security system that will keep agents from going awry. Aneeka Gupta of Wisdomtree joins “Bloomberg Brief” to discuss the market pricing in long-term uncertainty.

Chapters:
00:00:00 – Bloomberg Brief Begins: Markets, Oil and Global Headlines
00:00:48 – Global Market Check: Asia Markets Slide as China Chip Stocks Weaken
00:02:22 – European Markets, Labour Conference and Oil Prices
00:04:15 – First Look Movers: Chipmakers, SK Hynix and UK Homebuilders
00:05:26 – Iran, the Strait of Hormuz and Prospects for Diplomacy
00:08:29 – UK Terror Investigation and Labour Party Conference
00:11:39 – US-China Tariff Cuts and the $30 Billion Trade Deal
00:14:17 – Trending on the Terminal
00:15:47 – Nvidia Unveils New AI Agent Security Tools
00:20:28 – Front Page News
00:21:37 – Markets, Oil and Treasury Yields Ahead of US Jobs Data
00:23:17 – First Look Movers
00:24:34 – Aneeka Gupta, Wisdomtree Director of Macroeconomic Research, on Bond Selloff, Inflation Risks, the Federal Reserve & Oil Prices
00:31:30 – Trending on the Terminal
00:32:53 – Trump, Iran and the Strait of Hormuz Negotiations, US-China Trade Deal and Tariff Relief, Trump Weighs a US Diesel Export Ban
00:38:37 – Nvidia’s New AI Security Safeguards Explained
00:42:18 – What to Watch
——–
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President Trump said he expects to notch “a lot of different deals” during his summit this week with China’s Xi Jinping, while Iran’s President Masoud Pezeshkian said his country won’t allow freedom of navigation through the Strait of Hormuz while sanctions and a US blockade remain in place. We get reaction from Heidi Crebo-Rediker, Senior Fellow at the Council on Foreign Relations. Spain’s Prime Minister Pedro Sanchez discusses the EU’s needs to decrease its dependency on China, the rise of far right parties in Europe, and the ECB’s next president in conversation with Bloomberg’s Francine Lacqua. Plus – a look at AI’s growing role in the C-suite with Workiva CFO Barbara Larson & Katherine Kostereva, CEO of Creatio. All on the latest episode of “Bloomberg Businessweek Daily.”

Chapters
00:00:00 Bloomberg Businessweek Daily
00:02:35 Markets: Oil Rises, Stocks Fall & Yields Surge
00:04:18 U.S. Alliances & the Trump-Xi Summit
00:06:06 U.S.-Canada Relations & Global Trade
00:07:20 U.S.-China Trade & Economic Competition
00:09:43 Spain’s Pedro Sanchez on Europe & Global Politics
00:12:13 China, Trade & Europe’s Economic Strategy
00:14:02 Iran, Ukraine & the Global Energy Crisis
00:15:41 AI, Data Centers & Spain’s Green Transition
00:18:10 Europe Caught Between the U.S. & China
00:20:59 Trump-Xi Summit & Critical Minerals
00:25:04 Workiva CFO on AI, Business & Investment
00:28:04 AI Risk, Guardrails & Human Judgment
00:29:48 AI, Hiring & the Future of Work
00:31:20 Managing the Rising Cost of AI
00:33:12 Capital Allocation, Buybacks & Growth
00:38:47 Creatio CEO on AI & No-Code Automation
00:40:08 Investing $300 Million in AI for Banking
00:42:19 Creatio’s Growth, Profitability & IPO Outlook
00:45:52 Human and Agentic AI Workflows
00:47:47 Canada-U.S. Relations & Global Security
00:49:24 Canada, China & the Middle-Power Strategy
00:52:00 Canada on Ukraine & U.N. Reform
00:54:37 Markets: Bond Yields Hit Two-Decade Highs
00:56:04 Stock Movers: Meta, McDonald’s & Royal Caribbean
——–
More on Bloomberg Television and Markets

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