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 T. Rowe Price CIO, Co-Head of Global Investments Sebastien Page, T. Rowe Price Chief U.S. Economist Blerina Uruçi, T. Rowe Price. Lead Portfolio Manager, Active ETFs Jodi Love, T. Rowe Price Head of Global Distribution Dee Sawyer, & T. Rowe Price CEO Rob Sharps.
Chapters:
00:00:00 Bloomberg The Close
00:03:07 T. Rowe Price CIO on AI, Market Broadening & Momentum
00:06:17 AI Capex, Nvidia & the Sustainability of the AI Boom
00:09:25 Fed Policy, Inflation & Rising Treasury Yields
00:13:01 AI, Fundamental Research & Active Management
00:16:15 Nvidia’s $3.5 Billion MediaTek Partnership
00:19:46 Nvidia, Custom Chips & Circular Financing
00:23:26 T. Rowe Price Economist on Fed Hikes & Inflation
00:26:55 Labor Markets, Wages & the Fed’s Inflation Mandate
00:30:44 AI Productivity, Treasury Yields & Rate Volatility
00:32:36 Stock of the Hour: PG&E & California Wildfire Risk
00:36:23 T. Rowe Price Lead Portfolio Manager on Small Caps & Active ETFs
00:39:30 Market Concentration, Growth Stocks & Active Management
00:42:31 Russell Rebalancing, Momentum & ETF Opportunities
00:46:00 Market Movers: Tesla, CrowdStrike & Deere
00:49:08 Biggest Losers: PG&E, Pinterest & Herbalife
00:53:11 T. Rowe Price’s Dee Sawyer on Growth & Diversification
00:56:19 Active ETFs, Fixed Income & T. Rowe Price’s Expansion
00:59:06 Private Assets, Goldman Sachs & Institutional Strategy
01:02:25 AI, Client Solutions & T. Rowe Price’s Baltimore Roots
01:04:01 Apple’s Post-Tim Cook Era & AI Strategy
01:08:22 T. Rowe Price CEO Rob Sharps on Retirement & Firm Strategy
01:12:14 Active Management, ETFs & T. Rowe Price’s Transformation
01:15:36 Private Assets in 401(k)s & the Goldman Sachs Partnership
01:19:46 Fixed Income, ETFs & the F/M Investments Acquisition
01:22:08 M&A, Consolidation & T. Rowe Price’s Independence
01:25:54 AI’s Role in Investment Research
01:28:26 Crypto, Baltimore & the Future of T. Rowe Price
01:31:02 Asset Management Consolidation & Closing Thoughts
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