Business
Chip Stocks Rally in AI Trade Revival | The Close 7/6/2026
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 Morgan Stanley PWM Executive Director Katerina Simonetti, BlackRock Deputy CIO of Global Fixed Income Russ Brownback, Jefferies Equity Research Analyst David Chiaverini, Hamilton Lane Co-CEO Erik Hirsch, Wells Fargo Investment Institute Head of Global Investment Strategy Paul Christopher, Bokeh Capital Partners Founder & Chief Investment Officer Kim Forrest, US Chief Design Officer Joe Gebbia, Robinhood CEO Vlad Tenev, & Churchill Asset Management Vice Chairman & Chief Investment Strategist Randy Schwimmer.
Chapters:
00:00:00 Bloomberg The Close
00:01:06 AI Chip Cycle, Samsung & SK Hynix in Focus
00:03:58 Morgan Stanley on Market Rotation & AI Investing
00:10:42 BlackRock on Rates, Inflation & Fixed Income
00:16:40 Top Calls
00:17:48 Regional Banks Preview Ahead of Earnings Season
00:22:27 Hamilton Lane on Private Equity Co-Investing
00:30:35 Stock of the Hour: Broadcom Extends Apple Partnership
00:35:13 Countdown to the Closing Bell
00:37:39 Bloomberg Intelligence on Earnings & Market Positioning
00:43:12 Closing Bell
00:46:28 Broadcom, AMD & Tesla Power the Rally
00:48:34 O’Reilly, AMC & GXO Lead the Decliners
00:54:06 Post-Close: AI Trade & Market Rotation
00:55:30 Kim Forrest on the Future of AI Infrastructure
01:02:32 Trump Accounts App Launch Explained
01:08:03 Robinhood CEO Vlad Tenev on Trump Accounts
01:16:39 Churchill Asset Management on Private Credit
01:28:57 What to Watch: SpaceX, NATO & World Cup
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Business
AI Is Turning Retail Traders Into DIY Hedge Funds
The rollout of powerful new tools is inspiring a generation of day traders who are trying to crack Wall Streetâs secret code and create automated money machines. Bloomberg’s Zijia Song explains.
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Business
Trump Adopts ‘Low-Key’ Approach to Iran Talks
President Donald Trump has shifted from touting an imminent peace deal with Iran to adopting a âlow keyâ attitude to negotiations. Bloomberg’s Abeer Abu Omar reports.
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Business
Retail Investors Jostle for a Piece of Unitree | The China Show | 8/11/2026
âBloomberg: The China Showâ is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.
Chapters:
00:00:00 – Bloomberg: The China Show opens
00:05:15 – Hedgeye’s Felix Wang on Nvidia’s AI investment push
00:17:21 – Trump’s latest compensation comments rally oil markets
00:27:18 – Hongkong and Shanghai Hotels CEO Benjamin Vuchot on earnings
00:40:36 – Unitree’s IPO drives a retail investor frenzy
00:42:49 – What’s behind the rally in Asian bank stocks?
00:50:18 – Traders test the yen trade as intervention effects fade
00:53:33 – William Blair’s Vivian Lin Thurston on China tech stocks
01:03:23 – Japan’s growth strategy minister on fiscal policy
01:14:56 – Who is Indonesia’s next central bank chief Destry Damayanti?
01:19:00 – China-India tensions reignite after India names 27 sites in disputed region
01:27:53 – Can Hong Kong’s proposed tax reforms woo expats?
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Business
Jones Act Relief Extended, Iran War Presses On | Bloomberg Businessweek Daily 8/10/2026
President Trump extended a waiver Monday for foreign ships transporting oil around the US as the war in Iran continues to disrupt supply chains. Bloomberg News’ Mike McKee & Bloomberg Economics’ Chris Kennedy explain the implications. Then, Grindr CEO George Arison discusses how the app is transforming to an AI-native platform. Plus, US Antimony Chairman & CEO Gary Evans discusses his company’s work with the Trump Administration as it works to boost the US weapons stockpile and supply of critical minerals.
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Business
US Munitions Strain Complicates Iran Strategy
The US remains outside formal negotiations with Iran as Oman and Tehran discuss arrangements for the Strait of Hormuz, leaving the diplomatic path uncertain and raising the possibility of renewed fighting. Joining Bloomberg This Weekend, Bloomberg News White House & National Security Editor Michelle Jamrisko explains to David Gura and Christina Ruffini that strains on US munitions supplies are complicating Washingtonâs options, with the Pentagon pushing defense contractors to accelerate production while balancing weapons needs across Iran, Ukraine and other potential conflicts.
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