Bloomberg Senior Editor for Technology and Strategic Industries Mike Shepard tells Bloomberg This Weekend that disappointing Big Tech earnings are intensifying investor concerns about whether massive AI spending will generate sufficient returns, as Alphabet and Intel come under particular pressure. Speaking with hosts David Gura and Lisa Mateo, Shepard also discusses the record $6.3 billion Binance hack and the possibility that North Korean hackers were responsible.
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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 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
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India is looking to used cooking oil to help fuel its green aviation ambition and reduce reliance on imported crude. But an inefficient and fragmented supply chain could pose a challenge as the country prepares to introduce its Sustainable Aviation Fuel mandate.

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The Colorado River provides water to seven states, contributing to an estimated $1.4 trillion in annual economic activity. But decades of decline, record-low snowpack and shrinking reservoirs have pushed the system toward crisis, with Lake Powell nearing levels that could threaten hydropower production. As key rules expire and states fail to reach a long-term deal, the federal government is stepping in with proposed cuts to lower-basin water use, hitting Arizona especially hard. Will the Southwest be able to survive on a shrinking Colorado River?
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On today’s Big Take podcast, we discuss the mounting price tag of the US naval blockade in the Strait of Hormuz and the opportunity costs of a protracted conflict.
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