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 Alger Executive Vice President, Portfolio Manager Ankur Crawford, ProShares Head of Research, Active Investments CIO Alessio De Longis, Oppenheimer Managing Director & Senior Analyst Brian Nagel, MongoDB CEO CJ Desai, Edward Jones Head of Investment Strategy Mona Mahajan, DigitalBridge CEO Marc Ganzi, Skylar Capital Management Managing Partner & CIO Bill Perkins, Magnetar Capital Founder Alec Litowitz, & NBA Hall of Famer Shaquille O’Neal.
Chapters:
00:00:00 Bloomberg The Close
00:02:55 Alger’s Ankur Crawford on AI Data Centers & Political Backlash
00:05:57 Broadcom Earnings Preview & AI Chip Competition
00:09:02 Anthropic, Nvidia & the Massive AI Opportunity
00:12:53 ProShares on Treasury Yields, Fed Hikes & Duration
00:16:24 Rising Rates, Tech Stocks & Credit Markets
00:17:51 Five Below Earnings Preview & the Value Consumer
00:22:42 MongoDB CEO on Earnings, Atlas Growth & AI Demand
00:26:10 MongoDB’s AI Workloads, Frontier Labs & Voyage
00:29:16 MongoDB’s Customers, Growth & Investor Day
00:31:50 GE Vernova’s $25 Billion Venezuela Power Grid Opportunity
00:35:28 Edward Jones on Rising Yields & the Equity Market
00:39:28 Global Markets, Portfolio Positioning & AI Diversification
00:43:26 Closing Bell
00:46:19 Market Movers: Dell, GE Vernova & the AI Trade
00:48:37 Five Below Earnings Beat & Consumer Momentum
00:50:38 HPE, Snowflake & Petco Earnings Hit After the Bell
00:57:24 DigitalBridge CEO Marc Ganzi on AI’s Power Bottleneck
00:59:00 Broadcom Earnings Arrive as Shares Drop
01:02:11 Data Center Backlash, Power Demand & Local Communities
01:04:26 Financing the AI Boom, GPUs & Private Credit
01:07:22 Bill Perkins on Trading Electricity & the AI Power Boom
01:10:03 Electricity Prices, Grid Constraints & Power Futures
01:13:00 Middle East Risks & Europe’s Natural Gas Outlook
01:14:37 Magnetar Founder on CoreWeave, AI & Investing in Uncertainty
01:17:36 Power Becomes AI’s Next Major Bottleneck
01:20:55 AI, Human Judgment & the Future of Education
01:24:26 Steve Ballmer Suspended by NBA Over Clippers Salary Cap Violations
01:26:31 Shaquille O’Neal on Credit, Financial Literacy & College Students
01:30:07 Shaq on Investing, Lifelong Learning & DJ Diesel
01:33:32 What to Watch
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