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 Man Group Senior Portfolio Manager Matt Rowe, StockBrokers.com Director, Investor Research Jessica Inskip, Jefferies Tech Sector Leader, Software/Internet Research Brent Thill, The Westly Group Founder & Managing Partner Steve Westly, RBC Capital Markets Head of Derivatives Strategy Amy Wu Silverman, IMAX CEO Rich Gelfond, Boeing CEO Kelly Ortberg, Former Professional Soccer Player Jozy Altidore, Visa CMO Frank Cooper III, & Redpoint Ventures Managing Director Erica Brescia.
Chapters:
00:00:00 Bloomberg The Close
00:02:26 Man Group on AI Spending, Capex & Market Risk
00:10:23 AI Competition: Moonshot, Google & the Next Chip Race
00:16:06 Top Calls
00:17:21 Alphabet Earnings Preview: AI, Gemini & Custom Chips
00:22:23 Tesla Earnings Preview with Former Board Member Steve Westly
00:30:57 Stock of the Hour: Paramount, Warner Bros. & Merger Delay
00:35:54 RBC on Options Positioning Ahead of Tech Earnings
00:43:00 Closing Bell
00:45:46 Market Movers: Momentum Holdings, Teradyne & AMC
00:48:30 Warner Bros., Netflix & Media Sector Roundup
00:54:31 IMAX CEO on Christopher Nolan’s ‘The Odyssey’ Box Office Success
01:04:11 Boeing CEO on Production, Backlog & Aerospace Demand
01:08:20 World Cup Business: Jozy Altidore on Soccer’s U.S. Momentum
01:13:35 Visa on World Cup Spending, Travel & Consumer Trends
01:21:15 Redpoint Ventures on AI Infrastructure & Big Tech Earnings
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