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 RBC Capital Markets Head of Derivatives Strategy Amy Wu Silverman, AIG President & CEO Eric Andersen, Khosla Ventures Managing Director Keith Rabois and State Affairs CEO Evan Burns, Vertiv CEO Gio Albertazzi, SiTime Chairman & CEO Rajesh Vashist, Wells Fargo Chief Equity Strategist Ohsung Kwon, Former FDA Acting Commissioner Steve Ostroff, Upwork CEO Hayden Brown, D.A. Davidson Head of Technology Research Gil Luria, & Redpoint Ventures Managing Director Erica Brescia.
Chapters:
00:00:00 Bloomberg The Close
00:02:51 RBC on FOMO, Options & AI Market Risk
00:08:47 AIG CEO on Insurance, Geopolitics & AI
00:17:15 State Affairs, Khosla Ventures & AI-Powered Policy Intelligence
00:25:41 Vertiv CEO on AI Data Centers, Power & Cooling
00:32:07 Stock of the Hour: SiTime & the AI Data Center Boom
00:37:25 Wells Fargo on CPI, Rates & Data Center Politics
00:45:25 Closing Bell
00:48:07 Market Movers: KKR, Apollo & Nvidia’s $500 Billion AI Plan
00:50:37 Biggest Losers & After-Hours Earnings
00:52:35 Super Micro Earnings: Margins, Sales & AI Demand
00:55:47 CoreWeave & Cava Earnings Hit After the Bell
00:57:03 Food Safety, Restaurant Stocks & the “Guac Signal”
01:02:54 Former FDA Chief on the Cyclospora Outbreak
01:10:38 Upwork CEO on AI Agents & the Future of Work
01:18:21 CoreWeave Earnings & the Neo-Cloud Business Model
01:23:49 Super Micro, AI Servers & Hardware Demand
01:26:08 Nvidia’s $500 Billion Financing Bet
01:27:22 AI Chips, Open-Weight Models & the Next Tech Wave
01:30:12 What to Watch
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