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 Kayne Anderson Rudnick Portfolio Manager, Senior Research Analyst Julie Biel, KPMG Chief Economist Diane Swonk, Jefferies Tech Sector Leader, Software/Internet Research Brent Thill, Zscaler CEO Jay Chaudhury, Wealth Enhancement Group Senior Investment Strategist Ayako Yoshioka, The Points Guy Senior Newsletter Editor Becky Blaine, & SUNY Purchase President Michael Steiper.
Chapters:
00:00:00 Bloomberg The Close
00:02:30 Markets, Treasury Yields & the Selective Consumer
00:05:19 AI Data Centers, Inflation & the Fed
00:09:34 KPMG’s Diane Swonk on Jobs, Inflation & Rate Hikes
00:13:02 Labor Market Strength & the Fed’s Next Move
00:17:27 Top Calls
00:18:35 Jefferies on Adobe’s New CEO & Oracle Earnings
00:22:02 Oracle, OpenAI & the AI Infrastructure Trade
00:23:19 Zscaler CEO on AI Security & Enterprise Risk
00:26:34 Securing AI Agents & Zscaler’s Growth Strategy
00:31:31 Airlines, Jet Fuel Prices & the Labor Day Travel Boom
00:35:24 AI Infrastructure, Inflation & Market Countdown
00:38:13 AI Financing, Hyperscaler Debt & Treasury Competition
00:41:16 Treasuries vs. Stocks & the Fed Rate Outlook
00:43:07 Markets React to Jobs Report & Rate-Hike Risk
00:46:21 Tech Stocks, AI Trade & Market Movers
00:52:00 AMC, Robinhood & the Tokenized Securities Debate
00:54:04 Market Recap: Tesla, FICO & Lululemon
00:56:06 Labor Day Travel: Airfares, Hotels & Gas Prices
00:59:12 Points, Miles & How to Find Holiday Travel Deals
01:03:46 SUNY Purchase President on the Value of a College Degree
01:07:03 College Costs, Student Debt & Higher Education Challenges
01:10:24 How Families Are Paying for Rising College Costs
01:14:12 Student Loans, Savings & the Cost of a Degree
01:17:25 International Students & the Future of U.S. Higher Education
01:21:39 DOJ Scrutiny of Colleges, Admissions & Federal Funding
01:24:18 What to Watch
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