Business
September Market Recap & Micron’s AI Boom
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 BlackRock Head of Model Portfolio Solutions, Americas Michael Gates, Robinhood Markets Chairman & CEO Vlad Tenev, University of Michigan Professor of Economics and Public Policy Betsey Stevenson, Morgan Stanley Investment Management Head of Global Real Assets Lauren Hochfelder, Janus Henderson Head of Americas Equities Marc Pinto, Gabelli Research Analyst & Portfolio Manager Hendi Susanto, Redpoint Ventures Managing Director Erica Brescia, VSORA Chair Sandra Rivera, JPMorgan Asset Management Global Alternatives Strategist Aaron Mulvihill, Seaport Research Partners Senior Analyst David Joyce, & Next Legacy Managing Partner Ryan Nece.
Chapters:
00:00:00 Bloomberg The Close
00:03:19 BlackRock on AI Adoption, Stocks & Portfolio Strategy
00:05:43 Bonds, Higher Rates & Portfolio Diversification
00:09:24 Robinhood CEO Vlad Tenev on AI Trading Agents
00:13:02 Autonomous Trading, Risk Controls & 24/7 Markets
00:17:48 Fed Renovation Report & Central Bank Independence
00:20:00 Fed Independence, Markets & Economic Resilience
00:22:28 Paramount-Warner Bros. Settlement & Real Estate
00:25:04 AI Data Centers, Industrial Real Estate & Power
00:28:10 Offices, Senior Housing & Home Affordability
00:31:14 Apple’s AI-Powered Smart Home Push
00:34:02 Siri, Privacy & Apple’s Smart Home Strategy
00:37:01 Janus Henderson on Stocks, Rates & Earnings
00:40:36 Fed Hikes, AI Stocks & the Semiconductor Trade
00:43:18 Closing Bell
00:46:27 Micron Earnings Beat as AI Memory Demand Surges
00:50:25 September Market Recap & Micron’s AI Boom
00:53:25 Micron’s Memory Cycle, Pricing Power & AI Demand
00:56:10 Agentic AI, Servers & the Future of Memory
00:59:09 Micron Earnings, AI Chips & Long-Term Demand
01:03:09 AI Inference, Chip Efficiency & Agentic AI
01:07:56 Sandra Rivera on Micron & the AI Chip Cycle
01:11:06 AI Chip Competition, Cost & Power Efficiency
01:13:03 JPMorgan on Financing the Global AI Buildout
01:16:09 AI Diversification, Private Markets & Higher Yields
01:19:01 Paramount Skydance Leadership & Mattel CEO Hire
01:22:24 Paramount’s Debt Load, Cost Cuts & Streaming Strategy
01:25:14 Ryan Nece on Athletes, Venture Capital & AI Investing
01:28:30 Private Markets, Sports Investing & AI Opportunities
01:30:26 What to Watch
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More on Bloomberg Television and Markets
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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. He says the Democratic brand remains weak, arguing voters are “not voting for Democrats” so much as “voting against Republicans.” He speaks with Joe Mathieu and Kailey Leinz on Bloomberg’s “Balance of Power.”
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More on Bloomberg Television and Markets
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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:
00:00:00 – Bloomberg Surveillance | 10/01/2026
00:04:44 – Julian Emanuel, Evercore
00:17:13 – Fed Mismanaged HQ Reno, No Criminal Wrongdoing
00:33:54 – Angelo Zino, CFRA
00:42:01 – Kelsey Berro, JPMorgan
00:53:30 – Stuart Kaiser, Citi
01:06:53 – Libby Cantrill, PIMCO
01:16:04 – Neel Kashkari, Minneapolis Fed President
01:30:11 – Jamison Greer, US Trade Representative
01:41:58 – Tracie McMillion, Wells Fargo Investment Institute
01:53:10 – Cristina Fernandez, Telsey Advisory Group
02:02:00 – Nela Richardson, ADP
02:17:47 – Liz Ann Sonders, Schwab
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More on Bloomberg Television and Markets
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Edward Ludlow has The Rundown on this week’s biggest tech stories, from Paramount Skydance’s deal for Warner Bros. to how AI is reshaping Hollywood https://bloom.bg/3VMOmxX
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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today’s guests: NYU Professor of Management Practice Suzy Welch and Apollo Chief Economist Torsten Slok.
YouTube Chapters:
00:00 Bloomberg Money opens
03:52 David Gura, Nikki Waller & Romaine Bostick Economy and Consumer Spending
09:23 AI, Jobs and Consumer Sentiment
12:22 Suzy Welch, NYU Stern Gen Z and the Workplace
18:26 Suzy Welch Career Advice and Following Your Passion
22:32 September Jobs Report
24:00 Torsten Slok, Apollo Economy, AI and Growth
25:05 Torsten Slok Retirement and Higher Interest Rates
27:22 AI and the Future of Personal Finance
29:26 Europe, Investing and Capital Markets
30:45 Bonds, Yield and Retirement Strategy
31:19 Private Equity and Private Credit
33:36 Sarah Foster Student Loans and Rising Payments
36:17 Mortgage Rates and Housing Affordability
37:36 Bloomberg Money Book Picks
41:13 Weekend Spending Yankees Tickets and Fall Travel
43:23 United vs. Delta and the Wi-Fi Battle
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More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
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Bloomberg Surveillance: Early Edition, live from London and New York. Francine Lacqua, Anna Edwards, Matt Miller, and Kailey Leinz deliver the latest news and analysis on the markets with leaders in global finance and economics. John Bilton, Head of Global Multi-Asset Strategy at JPMorgan Asset Management, says inflation is worse for industrials. Reinhard Cluse, Chief European Economist at UBS, says he does not expect the ECB to turn dovish. Kataryna Wolczuk, Associate Fellow of the Russia and Eurasian Programme at Chatham House, says the regime in Russia is resilient.
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