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 CVC Marathon Managing Partner & Head Bruce Richards, Robinhood Chairman & CEO Vlad Tenev, Reformation CEO Hali Borenstein, Starbucks Chairman & CEO Brian Niccol, XPO CEO Mario Harik, Gabelli Funds Portfolio Manager, Managing Director, Growth Portfolios John Belton, D.A. Davidson Head of Technology Research Gil Luria, M12 Managing Partner Cheryl Cheng, Asymco Founder Horace Dediu, T. Rowe Price Science & Technology Equity Strategy Portfolio Manager Tony Wang, IDC Senior Director, Data & Analytics Nabila Popal, & Spencer Stuart Chair, Global CEO Practice Jim Citrin.
Chapters:
00:00:00 Bloomberg The Close
00:03:04 Credit Markets, AI Spending & Data Center Financing
00:11:14 Robinhood Earnings: Prediction Markets, Crypto & Growth
00:17:58 Reformation IPO Debut and Fashion Growth Strategy
00:22:37 Starbucks Turnaround with CEO Brian Niccol
00:32:00 XPO CEO on Freight Recovery and Industrial Demand
00:40:04 Amazon vs. Apple: Big Tech Earnings Preview
00:46:31 Closing Bell
00:49:49 Amazon Earnings Beat: AWS Growth Powers AI Story
00:58:52 Amazon AI, Cloud Growth & Capex Outlook
01:04:36 AI Investing: Enterprise Adoption and Startup Trends
01:09:19 Apple Earnings Preview: iPhone, AI & Leadership Transition
01:14:30 Apple Earnings Beat: iPhone Strength Offsets Services Miss
01:23:03 Apple Strategy: AI, Services & Upgrade Cycle
01:27:18 Smartphone Market Trends and Apple’s Foldable Future
01:34:35 Tim Cook’s Legacy and CEO Transition to John Ternus
01:42:28 Apple vs. Amazon: After-Hours Earnings Reactions
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