Stocks Slide as Wall Street Gets AI Wake-up Call | The Close 06/23/2026

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 ProShares Head of Research & CIO, Active Investments Alessio de Longis, Citi Senior Equity Research Analyst Ariel Rosa, JP Morgan Asset Management Global Head of Real Estate Chad Tredway, Permanent Portfolio President & Portfolio Manager Michael Cuggino, Third Bridge Global Head of Sector Analysts Peter McNally, D.A. Davidson Technology Research Head Gil Luria, UBS Senior US Homebuilding Equity Research Analyst John Lovallo, NYC Tourism + Conventions President & CEO Julie Coker, & E11EVEN Miami Operating Partner Gino LoPinto.

Chapters:
00:00:00 – Bloomberg The Close
00:03:14 – ProShares CIO on Equities, Bonds & AI Valuations
00:14:39 – Top Calls
00:16:02 – FedEx Earnings Outlook and Freight Spinoff Analysis
00:23:54 – AI, Data Centers & Commercial Real Estate
00:31:43 – Carnival Earnings and Cruise Industry Outlook
00:37:19 – Permanent Portfolio on Diversification and Fed Risks
00:43:22 – Closing Bell
00:57:46 – FedEx: Reading the Real Economy
01:03:25 – Cerebras Earnings and AI Infrastructure Demand
01:09:11 – KB Home Earnings and Housing Market Outlook
01:12:36 – Nike CFO Change and Turnaround Strategy
01:18:06 – World Cup Economic Impact on New York
01:25:22 – Miami Tourism, Nightlife & the World Cup Boom
01:29:15 – 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