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 Deepwater Asset Management Managing Partner Gene Munster, Invesco CIO & Co-Head of Fixed Income Rob Waldner, TD Cowen Senior Research Analyst Andrew Charles, Huntington Bancshares CEO & Chairman Stephen Steinour, Pivotal Advisors CEO & CIO Tiffany McGhee, Susquehanna Senior Equity Research Analyst Mehdi Hosseini, JPMorgan Asset Management, Global Alternatives Strategist Aaron Mulvihill, Alex Mill Chairman Mickey Drexler, Kroger CFO Dav Kennerley, & H/L Ventures Co-Founder & Managing Partner Oliver Libby.

Chapters:
00:00:00 Tech Selloff Deepens as AI Spending Worries Investors
00:03:07 Gene Munster on Meta, Tesla & the AI Trade
00:08:11 AI Debt, Rising Capital Costs & Big Tech Spending
00:11:13 Treasury Yields, Fed Risk & the Flight to Safety
00:17:03 Top Calls
00:18:03 Chipotle Downgrade, Consumer Traffic & 2027 Outlook
00:22:35 Huntington CEO on Lending, Rates & Regional Banks
00:27:14 Commercial Real Estate, Credit & Consumer Risks
00:29:39 Moderna & Merck Sink on Leaked Cancer Vaccine Data
00:34:34 Tech Selloff, Market Breadth & Defensive Rotation
00:37:09 AI Investing, Market Volatility & Portfolio Strategy
00:42:01 Big Tech Selloff Creates a Buying Opportunity
00:45:17 Closing Bell
00:50:09 Meta, Deckers & AI Power Stocks Move After Earnings
00:54:24 Market Recap: Tech Sinks as Treasuries Rally
00:56:51 Western Digital Earnings & the AI Storage Boom
01:02:05 JPMorgan on AI Financing & Private Markets
01:07:02 Private Equity, Higher Rates & Diversifying Beyond AI
01:08:45 Mickey Drexler on Deckers, Fashion & the Consumer
01:14:05 Ralph Lauren, Timeless Style & Retail Strategy
01:18:54 Kroger CFO on $5 Billion Investment & Grocery Prices
01:24:00 Midterm Elections, Affordability & the Political Center
01:29:03 What to Watch
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More on Bloomberg Television and Markets

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Singapore equities are among the world’s best performers as strong economic growth, resilient bank earnings and a stronger Singapore dollar attract investors. While some fund managers see further upside, others warn valuations have become increasingly stretched after a multi-year rally.
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The hand is one of the most complex parts of the humanoid robot puzzle. China is making a big bet on it by pouring money and effort into developing robotic versions that can work like the real thing. It’s one of the keys to building a stronger manufacturing base while eventually addressing the nation’s slowly shrinking workforce.

China Is Poised to Spearhead a $5 Trillion Humanoid Robot Market: https://bloom.bg/4dAzdWJ

Advanced humanoid hardware is one of the strategic high-tech fields where China has an early lead over the US.

#China #Robot #Technology

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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 Credit Stress, Tech Rout and Oil Surge
04:09 Bonds Are Working Again as Tech Risk Rises — Matt Miskin, Manulife John Hancock Investments
18:57 US Could Resume Iran Strikes After Midterms — Jon Lieber, Eurasia Group
30:16 Blue Wave Would Be Negative for Tech — Dan Ives, Yorkville Ives & Co
40:56 Fed Likely to Hold, Then Hike in December — Bill Dudley, Bloomberg Economics
53:10 BlackRock Turns Positive on Long-Term Treasuries — Jean Boivin, BlackRock Investment Institute
1:05:40 Election Outcome Could Keep Long-Term Yields Higher — Kurt Reiman, UBS
1:20:00 Hormuz Oil Flows Are Five Times More Expensive — Rebecca Babin, CIBC Private Wealth
1:28:40 Hyperscaler Credit Quality Remains Strong — Vishy Tirupattur, Morgan Stanley
1:41:11 AI Trade Shifts From Who Can Spend to Who Can Afford It — Liz Ann Sonders, Schwab
1:52:49 Anthropic Faces a Tough Market for Its IPO — Ted Mortonson, Baird
2:08:22 Fed Signals Hold, but the Data Says Hike — Erin McLaughlin, The Conference Board
2:18:19 Market Rotation Creates Opportunity Beyond Tech — Lesley Marks, Mackenzie Investments
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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 Morgan Stanley Investment Management Senior Portfolio Manager Andrew Slimmon, Kansas City Fed Former President & CEO Thomas Hoenig, Maxim Group Senior Consumer Internet Analyst Tom Forte, Arizona Land Consulting Founder & CEO Anita Verma-Lallian, JPMorgan Asset Management Global Market Strategist Jordan Jackson, TGI Fridays CEO Ray Blanchette, Graza CEO Andrew Benin, Sensor Tower VP of Insights Seema Shah, & Carlyle Group Co-Founder & Co-Chairman David Rubenstein.

Chapters:
00:00:00 Bloomberg The Close
00:02:45 Morgan Stanley on the AI Trade & Market Volatility
00:08:05 AI Chip Demand, Hyperscalers & the Capex Cycle
00:12:03 Former KC Fed President on Kevin Warsh & Inflation
00:18:23 Apple’s $2,000 Foldable iPhone & Consumer Demand
00:23:09 AI Data Centers, Power Demand & Land Constraints
00:28:50 Data Center Risks, AI Efficiency & Hollywood
00:32:06 Netflix Shakeup, Layoffs & the Search for New Hits
00:36:58 JPMorgan on Earnings, Oil & Market Volatility
00:42:25 Credit Markets, Treasury Yields & AI Debt
00:45:17 Closing Bell
00:50:28 Tesla’s Flying Car, Bond Volatility & AI Concerns
00:55:01 Weekly Market Recap: Tech Slumps as Restaurants Rally
00:58:05 TGI Fridays CEO on the Casual Dining Comeback
01:03:04 TGI Fridays Turnaround, Ownership & Brand Revival
01:04:32 Graza on Reinventing Olive Oil & Expanding the Brand
01:09:22 AI Earnings Preview & the CoreWeave Selloff
01:14:09 Meta, Hyperscalers & the Next Phase of AI Spending
01:18:09 David Rubenstein on Washington & Bipartisanship
01:23:08 The American Dream, Immigration & the Kennedy Center
01:28:43 What to Watch
——–
More on Bloomberg Television and Markets

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