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Wall Street Claws Back Friday’s Losses | The Close 6/8/2026

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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 Seaport Research Partners Chief Equity Strategist Jonathan Golub, FuelCell Energy President & CEO Jason Few, Morgan Stanley Research Senior Analyst, Healthcare Services Erin Wright, Siri Co-Founder & Former CEO Dag Kittlaus, Ingredion CEO James Zallie, Pictet Research Institute Head Maria Vassalou, Research Affiliates Chief Investment Officer Jim Masturzo, Wellington Late-Stage Growth Heat Matthew Witheiler, NYNJ Host Committee for the FIFA 2026 World Cup Chief Executive Officer Alex Lasry, & Former CEO of Modell’s Sporting Goods Mitch Modell.

Chapters:
00:00:00 – Bloomberg The Close
00:03:40 – Seaport Research Partners’ Jonathan Golub Never Seen Anything Like Chip Earnings Trends
00:10:52 – FuelCell Energy President & CEO Jason Few on AI Data-Center Buildout
00:15:52 – Top Calls
00:17:05 – Morgan Stanley’s Erin Wright on AI-Fueled Picks in Health Care
00:22:57 – Apple Debuts Next-Generation AI Platform
00:25:24 – Siri Co-Founder & Former CEO Dag Kittlaus on Apple’s AI Ambitions
00:33:11 – Ingredion CEO James Zallie on Ingredion’s Acquisition of Tate & Lyle
00:39:54 – Pictet Research Institute Head Maria Vassalou on Macro Concerns of Current Market
00:46:36 – Closing Bell
00:59:17 – Research Affiliates Jim Masturzo on Emerging-Market Stocks Slump
01:06:48 – AI Fears Spur 70% Plunge in Private Equity Tech Deal Value
01:14:18 – Wellington Late-Stage Growth Heat Matthew Witheiler on What’s at Stake With SpaceX IPO
01:20:51 – NYNJ Host Committee for the FIFA 2026 World Cup Chief Executive Officer Alex Lasry on the Upcoming World Cup
01:27:32 – Former CEO of Modell’s Sporting Goods Mitchell Modell on the NBA Finals and the Knicks Success
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Trump Hasn’t Decided Whether to Launch Major Iran Attack Yet

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President Trump said Friday the US and Iran are talking and he had not yet made a decision on whether to launch new major strikes. He said Iran was “getting more and more serious as the days go by, for maybe the obvious reason.” #iran #trump #news #usa #irannews #politics

Trump has increasingly flashed frustration with the war in Iran, as the conflict that his team once predicted would end in a matter of weeks stretches into its fifth month and fighting intensifies.

Read more: https://www.bloomberg.com/news/articles/2026-07-24/trump-seethes-as-iran-war-spirals-anew-with-no-end-in-sight

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Energy Prices Rebound As Iran War Widens: Markets Snapshot

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Hope of hostilities easing between the US and Iran are fading quickly with neither side backing down or saying it’s time for new negotiations. The conflict also faces a fresh threat of escalation as Iran-backed Houthis claimed their first attack on commercial ships in recent months. Investors and central banks are now confronting the possibility that the attack could effectively close another maritime chokepoint vital to energy markets. The Opening Trade spoke to guests about what the rebound in oil prices could mean for companies as Europe stares down the barrel of dwindling gas supplies.
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Big Take: US Economic Data Isn’t Matching The Vibes

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A slate of new economic data suggests inflation is cooling steadily in the US. But Americans still seem to be feeling the heat. Big Take host Sarah Holder digs into the numbers with labor economist Kathryn Anne Edwards. Listen wherever you get your podcasts.
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US Weighs Saudi Nuclear Partnership

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Carnegie Endowment Vice President Corey Hinderstein says a US civil nuclear agreement with Saudi Arabia could strengthen a long-term strategic partnership but also raises difficult nonproliferation questions, particularly over uranium enrichment and the precedent it could set for other countries. She says expanding civilian nuclear power can support energy security and lower emissions, but only if accompanied by strong safeguards, international monitoring and careful controls over sensitive nuclear technologies.
——–
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Fed’s Miran wants 150 points of cuts in 2026 to boost jobs #shorts #miran #fed #ratecuts #inflation

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Federal Reserve Governor Stephen Miran said he is looking for 150 basis points of interest-rate cuts this year to boost the labor market. “I’m looking for about a point and a half of cuts. A lot of that is driven by my view of inflation,” Miran said Thursday https://bloom.bg/4qJBsev

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