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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 Vanguard Fixed Income Client Portfolio Manager Rebecca Venter, First Founder & CEO Libby Leffler, Morningstar Senior Equity Analyst David Swartz, Rockefeller International Chairman Ruchir Sharma, Russell Investments President & CIO Kate El-Hillow, AMD CEO Lisa Su & World Labs CEO Fei-Fei Li, JPMorgan Asset Management Executive Director, Global Market Strategist Jack Manley, Adobe Digital Insights Director Vivek Pandya, & SPG Global Managing Director Simon Gallagher.
Chapters:
00:00:00 Bloomberg The Close
00:03:09 Vanguard on Bond Volatility, Fed Hikes & Yield Opportunities
00:05:27 Yield Curve, Credit Markets & Fixed Income Investing
00:09:42 Nvidia’s New AI Security System & $150 Billion Buyback
00:12:14 Meta’s AI Strategy & Enterprise Push
00:14:41 Micron Earnings, Chip Stocks & Nvidia’s AI Investment
00:17:06 Top Calls
00:17:53 Nike Earnings Preview & Turnaround Challenges
00:20:45 Nike’s Inventory Problems, China & Product Innovation
00:22:31 Treasury Yields Hit the AI Boom’s 5% Danger Zone
00:26:21 Higher Rates, AI Debt & Data Center Financing
00:29:19 Market Breadth, S&P 500 Concentration & AI Risk
00:32:45 Boeing Slides on 737 Max 10 Certification Delay
00:35:19 Russell Investments on Higher-for-Longer Rates
00:38:05 Credit Markets, Duration & Portfolio Diversification
00:40:09 Market Concentration & Finding
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