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 Goldman Sachs Asset Management Chief Investment Strategist for Innovator Tim Urbanowicz, Moody’s Chief Credit Officer Atsi Sheth, OpenTable CEO Debby Soo, KPMG Chief Economist Diane Swonk, Texas Capital Bancshares Chairman, President & CEO Rob Holmes, AlphaSimplex Chief Research Strategist & Portfolio Manager Katy Kaminski, D.A. Davidson Technology Research Head Gil Luria, Founder ETFs CIO Lauren Cassidy, Stifel CEO & Chairman Ron Kruszewski, LS Power CEO Paul Segal, & Walker & Dunlop Chairman & CEO Willy Walker.

Chapters:
00:00:00 Bloomberg The Close
00:02:17 AI Valuations, Nvidia & the Post-Election Market
00:08:43 Moody’s on AI Debt, Credit Risk & the 2027 Outlook
00:14:51 Nvidia, MegaSpeed & U.S.-China Export Controls
00:18:13 OpenTable CEO Debby Soo on Dining & Gen Z Spending
00:22:52 Diane Swonk on Hot Inflation, Fed Hikes & AI Bubble Risk
00:31:23 Texas Capital CEO Rob Holmes on Texas Growth & Markets
00:37:31 Higher Rates, Market Volatility & the AI Trade
00:43:20 The Closing Bell
00:48:04 Nvidia Slides as Jensen Huang Scrutiny Deepens
00:50:25 CoreWeave Earnings, AI Demand & Capex
00:55:37 CoreWeave’s Debt, Funding & AI Growth Risks
01:01:14 Founder ETFs CEO Lauren Cassidy on Nvidia & Anthropic
01:08:38 Stifel CEO on Anthropic Partnership & AI Wealth Management
01:13:25 AI, Higher Rates & Investing Through Volatility
01:16:58 Power Markets, Data Centers & Energy Investment
01:23:20 Walker & Dunlop CEO Willy Walker on Rates & Real Estate
01:28:01 Commercial Real Estate, Data Centers & Investment Outlook
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“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Sydney and Hong Kong with Haidi Stroud-Watts and Annabelle Droulers, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

Chapters:
00:00:00 – Bloomberg: The Asia Trade begins
00:02:11 – Nvidia intervened in US chip smuggling probe
00:08:25 – Anthropic set to begin formally marketing its IPO
00:12:41 – Dip buying drives US stocks to best day since April
00:18:22 – Republican Thomas Massie pushes for Hegseth impeachment
00:25:58 – BREAKING: Australia consumer confidence slumps on cost-of-living fears
00:27:56 – Floodlines Research’s Anna Wu on the impact of Nvidia’s scandal
00:34:59 – Survey: SoftBank set to report steep profit drop
00:37:46 – Asian stocks poised to rally on US tech surge
00:42:38 – BREAKING: Japan September current-account surplus narrows to $14.99B
00:44:49 – BREAKING: BOJ October meeting summary suggests chance of December rate hike
00:47:20 – Markets open in Japan, South Korea
00:51:34 – KOSPI jumps as Korean chipmaker stocks track US rally
01:00:21 – EXCLUSIVE: Citi’s Kaleem Rizvi on China corporate banking strategy
01:08:30 – Democrats consider ways to end Iran war
01:14:27 – Taiwan in focus amid a regional tech rally
01:18:41 – Japan household spending falls for 10th month
01:22:17 – South Korea’s tourist arrivals top 17 million, hitting an all-time high
01:27:09 – AUSTRALIA AHEAD: Lowy Institute’s Michael Fullilove on US foreign policy
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Jay Goldberg, Seaport senior analyst, says Nvidia would lose its identity without CEO Jensen Huang. Goldberg says the risk of Huang being removed is significant. He speaks on “Bloomberg Surveillance.”
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Anthropic’s IPO has drawn multiple times the orders for the shares available, according to people familiar with the matter, as demand accelerates for potentially the biggest first-time share sale ever. Bailey Lipschultz reports on “Bloomberg Open Interest.”
——–
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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 AI Trade Rebounds, Nvidia Scrutiny and Hawkish Fed
05:13 Nvidia Is Core Part of AI Basket of Stocks — Julian Emanuel, Evercore ISI
15:39 Congress Threatens Huang Subpoena Over Nvidia — Tyler Kendall
18:44 Tech Can Weather a Jensen Huang Exit — Julian Emanuel, Evercore ISI
30:44 AI Adoption Is Still Accelerating — Daniel Newman, The Futurum Group
41:49 Fed Rate Hikes Won’t Solve Today’s Inflation — David Malpass, Fmr. World Bank President
53:31 This Is Not the End of the AI Trade — Seema Shah, Principal Asset Management
1:05:51 Nvidia Scandal Could Spur Tighter Chip Controls — Jeannette Lowe, Baird Strategas
1:18:15 $440 Billion of AI CapEx Could Be Debt-Financed — Amanda Lynam, Goldman Sachs
1:29:03 Anthropic IPO Could Open Door for More AI Listings — Anurag Rana
1:40:20 50 Bps Fed Hike Would Be Premature — Phil Orlando, Federated Hermes
1:52:20 Can’t Imagine Nvidia Without Jensen Huang — Jay Goldberg, Seaport
2:06:02 60/40 Portfolio Doesn’t Work Like It Used To — Abby Yoder, JPMorgan Private Bank
2:15:22 Huang Likely to Remain Nvidia CEO — David Rubenstein, The Carlyle Group
——–
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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