Tech Stocks Rebound as Investors Reassess the AI Trade

Description

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 Goldman Sachs Chief Credit Strategist Amanda Lynam, Tenstorrent CEO Jim Keller, Jefferies Senior Equity Research Analyst, Airlines, A&D Sector Sheila Kahyaoglu, X-Energy CEO Clay Sell, US Energy Secretary Chris Wright, Meredith Whitney Advisory Group CEO Meredith Whitney, Alger Portfolio Manager Ankur Crawford, Espa Labs CEO & Co-Founder Deon Nicholas, JPMorgan Asset Management Chief Global Strategist David Kelly & JPMorgan Private Bank Global Investment Strategy Co-CIO Stephen Parker, & SIFMA CEO Ken Bentsen. Chapters: 00:00:00 Bloomberg The Close 00:02:38 Goldman Sachs on AI Credit, CoreWeave & Financing Risks 00:08:01 Hyperscaler Debt, Private Markets & Higher Rates 00:10:55 Tenstorrent CEO Jim Keller on AI Chips & $1.5 Billion Raise 00:16:09 AI Coding, Open Source & Tenstorrent’s Growth Strategy 00:17:30 Top Calls 00:18:34 Defense Earnings, Airlines & the Consumer Outlook 00:23:06 Anthropic, Amazon & the $45 Billion AI Infrastructure Deal 00:28:04 Nuclear Power, Data Centers & Bipartisan Energy Support 00:32:04 Energy Secretary Chris Wright on Oil & Diesel Shortages 00:37:06 Meredith Whitney on the Consumer & Earnings Season 00:42:04 Banks, Private Credit & the Economy’s Dependence on AI 00:45:30 Closing Bell 00:50:21 Treasury Yields, Market Movers & the Return of Cursive 00:55:22 AI Stocks Rebound Ahead of Big Tech Earnings 01:00:15 AI Infrastructure, Power Constraints & Software Automation 01:03:08 Personal AI Agents, Privacy & the Future of Work 01:08:38 JPMorgan on the AI Capex Supercycle & Long-Term Returns 01:14:15 Higher Rates, Bonds & Portfolio Diversification 01:20:20 SIFMA on Tokenization & Modernizing Financial Markets 01:25:14 Treasury Clearing, 24/7 Trading & AI in Finance 01:28:30 What to Watch -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts