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 ProShares Head of Research & CIO, Active Investments Alessio de Longis, Citi Senior Equity Research Analyst Ariel Rosa, JP Morgan Asset Management Global Head of Real Estate Chad Tredway, Permanent Portfolio President & Portfolio Manager Michael Cuggino, Third Bridge Global Head of Sector Analysts Peter McNally, D.A. Davidson Technology Research Head Gil Luria, UBS Senior US Homebuilding Equity Research Analyst John Lovallo, NYC Tourism + Conventions President & CEO Julie Coker, & E11EVEN Miami Operating Partner Gino LoPinto.

Chapters:
00:00:00 – Bloomberg The Close
00:03:14 – ProShares CIO on Equities, Bonds & AI Valuations
00:14:39 – Top Calls
00:16:02 – FedEx Earnings Outlook and Freight Spinoff Analysis
00:23:54 – AI, Data Centers & Commercial Real Estate
00:31:43 – Carnival Earnings and Cruise Industry Outlook
00:37:19 – Permanent Portfolio on Diversification and Fed Risks
00:43:22 – Closing Bell
00:57:46 – FedEx: Reading the Real Economy
01:03:25 – Cerebras Earnings and AI Infrastructure Demand
01:09:11 – KB Home Earnings and Housing Market Outlook
01:12:36 – Nike CFO Change and Turnaround Strategy
01:18:06 – World Cup Economic Impact on New York
01:25:22 – Miami Tourism, Nightlife & the World Cup Boom
01:29:15 – What to Watch
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Dan Ives, global head of tech research and senior equity analyst at Wedbush Securities, discusses the importance of Wednesday’s earnings from Micron Technologies, tech spending on capex and the AI buildout, and how he views public-private partnerships on AI companies.
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Oil steadied while tankers become more overt in transiting the Strait of Hormuz following an agreement between Iran and the US to end their conflict.
Ellen Fraser, Partner and Energy expert at Baringa Partners, discusses the recent moves in oil as the US greenlights Iran to sell on the open market.
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On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss the latest from the Trump Administration. On today’s show, Democratic Congresswoman Madeleine Dean of Pennsylvania, Stonecourt Capital Partner Rick Davis, Harvard Kennedy School Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino and Constitutional lawyer Robert McWhirter.

Chapters:
00;00;00 Show Open: Iran Ceasefire, Strait of Hormuz & Tariff Threats
00;02;13 Market Check: Oil, Tech Stocks & Boeing
00;03;57 Iran Drone Attack and Strait of Hormuz Shipping Risks
00;05;24 Trump on Iran, Oil Prices and Peace Talks
00;05;55 White House Update with Tyler Kendall
00;10;22 Rep. Madeleine Dean on Iran, Congress & Defense Spending
00;16;55 Government Funding, Shutdown Risks & Save America Act
00;19;55 Market Update: Tech Rotation & SpaceX Bonds
00;20;20 Tariff Threats and the Future of USMCA
00;21;26 David Westin on Trade, Farmers & North American Exports
00;26;24 Political Panel: Defense Funding & Midterm Politics
00;32;37 Market Update: Consumer Sentiment, Inflation & Fed Outlook
00;34;35 John Bolton Guilty Plea and Classified Documents Case
00;41;08 Supreme Court Immigration Rulings Explained
00;44;28 Birthright Citizenship Case Preview
00;47;32 Trump Addresses the Faith & Freedom Coalition
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The NSE is finally going public. India’s largest exchange could pull off the country’s biggest IPO ever, giving a much-needed boost to a cooling market and paving the way for other mega listings, including Reliance Jio. Rajesh Mascarenhas has more.
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