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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 Glenmede Chief of Investment Strategy and Research Jason Pride, Nuveen Head of Fixed Income Tony Rodriguez, Citi Senior Equity Research Analyst Ari Rosa, QTS Co-CEO Tag Greason, Raymond James Global Head, Private Capital Advisory Sunaina Haldea, Needham Senior Research Analyst John Todaro, Genesys Chairman & CEO Tony Bates, JLL Hotels & Hospitality, Americas CEO Kevin Davis, & HGTV Host & Author Tarek El Moussa.
Chapters:
00:00:00 Bloomberg The Close
00:02:23 Jason Pride on Earnings, Valuations & Bond Opportunities
00:05:16 Bull Market Risks, AI & Portfolio Positioning
00:08:31 Small Caps, Higher Rates & International Stocks
00:11:23 Nuveen on Inflation, Oil & the Bond Market
00:14:13 Fed Rate Hikes, Credit Supply & AI Debt
00:16:49 Top Calls
00:18:02 Citi on XPO, Freight Demand & the Trucking Market
00:21:22 Freight Consolidation & C.H. Robinson’s RXO Deal
00:23:00 QTS Co-CEO on AI Data Centers & Community Backlash
00:26:22 Data Center Jobs, Energy Costs & Infrastructure
00:29:23 Data Center Regulation & Responsible Development
00:31:34 Apple & LG Push Deeper Into the Smart Home
00:34:00 Siri, Home Security & Apple’s AI Strategy
00:36:40 Raymond James on Yields, Private Markets & M&A
00:39:01 AI Financing, Private Credit & Refinancing Risks
00:42:01 M&A Liquidity, Geopolitics & Market Risks
00:43:06 Closing Bell
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