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 JPMorgan Private Bank Head of Alternative Investment Strategy Sitara Sundar, Ramp Co-Founder & Co-CEO Eric Glyman, D.A. Davidson Managing Director Senior Research Analyst Michael Baker, The Estée Lauder Companies President & CEO Stéphane de La Faverie, Neuberger Senior Portfolio Manager Eli Salzmann, PGIM Public & Private Fixed Income Co-Chief Investment Officer Gregory Peters, Gravis Robotics CEO & Co-Founder Ryan Luke Johns, Former Walgreens Boots Alliance CEO Roz Brewer, & LSEG Consumer Research Director Jharrone Martis.
Chapters:
00:00:00 Bloomberg The Close
00:03:06 JPMorgan on AI Financing, Private Markets & Data Centers
00:09:23 Ramp on the AI Spending Boom & Controlling Costs
00:14:52 Top Calls
00:15:58 Target Turnaround: Earnings, Traffic & Consumer Spending
00:20:57 Estée Lauder CEO on the Beauty Giant’s Turnaround
00:25:35 Estée Lauder on Skincare, Fragrance & Innovation
00:30:58 China, Travel Retail & Estée Lauder’s Global Growth
00:35:43 Stock of the Hour: Moderna’s Cancer Vaccine Breakthrough
00:39:12 SpaceX, Cognition AI & Elon Musk’s AI Acquisition Push
00:43:02 Neuberger Berman on Rates, Value Stocks & Fed Policy
00:48:58 Closing Bell: Stocks Edge Higher as Bond Yields Fall
00:51:55 Market Movers: Moderna, Estée Lauder & Twist Bioscience
00:55:00 Biggest Losers: TJX, Viking & AI Infrastructure Debt
00:57:50 Treasury Buybacks Drive a Sharp Drop in Long-Term Yields
00:58:27 The Viral Campaign Mocking AI Data Center Water Use
01:02:14 Greg Peters on Treasury Intervention, Deficits & AI Debt
01:07:20 Is AI Debt Crowding Out U.S. Treasuries?
01:11:03 Economic Resilience, AI Risk & Credit Opportunities
01:14:12 SoftBank Bets $200 Million on Autonomous Construction
01:22:40 Roz Brewer on Leadership, Walmart, Starbucks & Walgreens
01:30:42 Breaking News: U.S.-Canada Auto Tariffs
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