Connect with us

Business

Democratic Sweep, Markets Rally & AI Stocks Slide

Published

on



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 Wealth Management Executive Director, Head of Policy & Geopolitical Strategy Monica Guerra, American Action Forum President Douglas Holtz-Eakin, Baird Senior Equity Research Analyst Michael Ha, JC2 Ventures Founder & CEO John Chambers, Scotts Miracle-Gro President & CEO Nate Baxter, Cantor Fitzgerald Asset Management Chief Market Strategist Eric Johnston, CFRA Research Senior VP & Equity Analyst Angelo Zino, 248 Ventures Chief Investment Strategist Lindsey Bell, Future Standard CEO Edwin Conway, & Host Hotels & Resorts CEO & President Jim Risoleo.

Chapters;
00:00:00 Bloomberg The Close
00:02:32 Morgan Stanley on Midterms, Markets & Gridlock
00:09:54 Democratic Congress, Deficits & the Fed
00:16:34 Top Calls
00:17:48 CVS Breakup, Pharmacy Spin-Off & Health-Care Strategy
00:22:34 Former Cisco CEO John Chambers on the AI Boom
00:27:22 AI Data Centers, Semiconductors & Regulation
00:32:22 ScottsMiracle-Gro CEO on Earnings & 2027 Growth
00:38:33 Post-Election Market Rotation & the AI Trade
00:40:01 Cantor Fitzgerald on Stocks, Rates & Market Broadening
00:46:23 The Closing Bell
00:48:44 Qualcomm, Expedia & Arm Report Earnings
00:54:17 Qualcomm, Arm & the Shift Away From Smartphones
00:58:22 Market Recap: Big Tech Rallies as Chip Stocks Slide
01:00:42 CFRA on Qualcomm, Arm & the Semiconductor Outlook
01:07:12 Chip Stocks, AI Growth & Post-Election Policy
01:11:50 Democratic Sweep, Affordability & the New Congress
01:15:23 Future Standard CEO on Private Markets & AI Investing
01:20:01 Private Credit, Retirement & Portfolio Diversification
01:25:19 Host Hotels CEO on Luxury Travel & Acquisitions
01:30:29 Business Travel, Affluent Consumers & 2027 Outlook
01:32:13 What to Watch
——–
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
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

Continue Reading
Click to comment

Leave a Reply

Your email address will not be published. Required fields are marked *

Business

University of Chicago Professor on What Made the US Economy Thrive

Published

on



Professor James Robinson of the University of Chicago joins Joe Weisenthal and Tracy Alloway to discuss the role that inclusivity, innovation and creativity play in a successful economy and whether the US has become a failing state. They spoke on the Odd Lots podcast, recorded live at Chicago’s City Winery.
——–
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
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

Continue Reading

Business

Stocks Climb as Buyers Step In Despite Nvidia Woes

Published

on



A renewed wave of dip buying drove stocks toward their best day since April in the wake of a technology selloff that roiled Wall Street, with the market also gaining as oil prices fell.
Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses bearish sentiment in the markets and compressed equity valuations.
——–
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
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

Continue Reading

Business

Has Sanae Takaichi Made Japan Great Again?

Published

on



Sanae Takaichi promised a stronger Japan through bold investment and an assertive global role. One year in, how much has she delivered and what comes next?
——–
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
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

Continue Reading

Business

Hormuz Reopening Talks Advance as Iran Warns of Wider Response if Attacked

Published

on



Oil slips as hopes for Iran diplomacy improve. Tehran says Hormuz talks remain on track and has floated a two-day reopening plan, while Gulf states continue pushing for a deal. Iran also warns it is prepared for a broader response if attacked.
US midterm politics remain in focus, with Trump saying he could become “Mr. Veto” if Democrats win. Early voting shows stronger Democratic turnout, while Republicans face pressure from Trump’s approval ratings and Democrats continue to wrestle with internal divisions.
In the UAE, OpenAI signs new agreements with local companies as Sam Altman meets Abu Dhabi’s crown prince. Aramco also closes a $2.6 billion deal with Saudi PIF to acquire a stake in Humain.
Paul Donovan of UBS says long-term structural trends matter more than short-term volatility and sees shifting global capital flows supporting the UAE. Oaktree’s Howard Marks says the current AI cycle is unlike anything he has seen.
Technology remains active: OpenAI reportedly cuts its latest fundraising target by $10 billion, DeepSeek launches a coding agent aimed at Anthropic, and Foxconn says AI demand remains exceptionally strong.
Binance reports $3.6 billion in outflows following the cyber theft, while the FBI blames North Korea for the wider $6 billion hack.
Elsewhere, protests in Germany focus on affordability, Indians rally over voter-roll changes, OPay pauses its IPO amid regulatory questions, South Africa awaits a US decision on AGOA eligibility, Russia halts recruitment of Ghanaians for the Ukraine war, and a Kenyan tribunal dismisses a case linked to Dangote’s refinery. Guests include Paul Donovan, UBS Global Wealth Management Chief Economist.

Horizons Middle East & Africa is your daily spotlight on one of the world’s fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg.

Chapters:
00:00:00 – Introduction
00:05:08 – Anwar Gargash, UAE Presidential Diplomatic Adviser
00:06:08 – Iran Says Hormuz Talks Remain on Track
00:09:38 – Oil Pulls Back on Hopes for Iran Diplomacy
00:12:43 – US Midterm Election Battle
00:16:06 – Paul Donovan, UBS Global Wealth Management Chief Economist
00:28:21 – Howard Marks, Oaktree Capital Management Co-Chair
00:33:18 – Binance Restores Withdrawals
00:37:42 – Young Liu, Foxconn Chairman
00:41:18 – OPay Halts IPO to Address Regulatory Inquiry
——–
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
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

Continue Reading

Business

Systems Like Supply Chains are Being ‘Weaponized’: Modi

Published

on



Indian PM Narendra Modi warned that the interconnected systems that once united the world like supply chains, trade and tech have become instruments of coercion.

He said at the Bloomberg New Economy Forum that India stands apart with a different approach.

source

Continue Reading

Trending

On this website we use first or third-party tools that store small files (cookie) on your device. Cookies are normally used to allow the site to run properly (technical cookies), to generate navigation usage reports (statistics cookies) and to suitable advertise our services/products (profiling cookies). We can directly use technical cookies, but you have the right to choose whether or not to enable statistical and profiling cookies. Enabling these cookies, you help us to offer you a better experience.